IWV ISHARES TR

RUSSELL 3000 ETF (fund)

820 managers (825 13F filers) reported a position in IWV shares at 2025-06-30, 26,662,029 shares in all. 53 filers opened a position and 38 filers sold out during the quarter.

Managers: 820
13F filers: 825
New: 53
Added: 215
Reduced: 263
Sold out: 38
Shares held by filers: 26,662,029

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

Holder	Shares	Value	% of portfolio	Change	Source
Ascent Group, LLCin group Ascent Group, LLC	2,817	$989K	0.04%	+9	13F-HR Timeline Group
Jackson Wealth Management, LLC	2,801	$983K	0.11%	0	13F-HR Timeline
Old Mission Investment Co LLC	2,800	$983K	0.27%	0	13F-HR Timeline
SkyOak Wealth, LLC	2,800	$983K	0.2%	-13	13F-HR Timeline
Glenview Trust Co	2,773	$973K	0.02%	-14	13F-HR Timeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC	2,730	$958K	<0.01%	0	13F-HR Timeline Group
Aprio Wealth Management, LLC	2,729	$958K	0.11%	0	13F-HR Timeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…	2,692	$945K	0.08%	+28	13F-HR Timeline
IFG Advisory, LLC	2,690	$944K	0.05%	0	13F-HR Timeline
Strategic Family Wealth Counselors, L.L…	2,674	$939K	0.27%	0	13F-HR Timeline
Wealth Management Partners, LLC	2,648	$936K	0.33%	-7	13F-HR Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC	2,659	$933K	<0.01%	-8,468	13F-HR Timeline Group
Empower Advisory Group, LLC	2,645	$928K	<0.01%	0	13F-HR Timeline
Soltis Investment Advisors LLC	2,643	$928K	0.07%	0	13F-HR Timeline
Asset Allocation & Management Company, …	2,641	$927K	0.43%	0	13F-HR Timeline
Kovack Advisors, Inc.	2,625	$921K	0.09%	+1	13F-HR Timeline
Smartleaf Asset Management LLC	2,622	$916K	0.08%	+477	13F-HR Timeline
Baring Financial LLC	2,606	$915K	0.68%	-59	13F-HR Timeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…	2,600	$913K	0.84%	0	13F-HR Timeline
ASSETMARK, INCin group ASSETMARK, INC	2,596	$911K	<0.01%	+1,875	13F-HR Timeline Group
First Interstate Bank	2,560	$899K	0.05%	0	13F-HR Timeline
Mason & Associates Inc	2,548	$894K	0.21%	0	13F-HR Timeline
Quadrant Private Wealth Management, LLC	2,541	$892K	0.18%	+904	13F-HR Timeline
Red Spruce Capital, LLC	2,527	$887K	0.38%	-351	13F-HR Timeline
Well Done, LLC	2,521	$885K	0.17%	-561	13F-HR Timeline
CoreCap Advisors, LLC	2,521	$885K	0.04%	+1,079	13F-HR Timeline
NESTEGG ADVISORS, INC.	2,497	$876K	0.84%	-137	13F-HR Timeline
AGH Wealth Advisors, LLC	2,494	$875K	0.72%	0	13F-HR Timeline
Sargent Investment Group, LLC	2,436	$875K	0.12%	-328	13F-HR Timeline
Prosperity Planning, Inc.	2,485	$872K	0.25%	0	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	2,466	$866K	0.06%	+379	13F-HR/A Timeline
Coyle Financial Counsel LLC	2,460	$863K	0.23%	-7	13F-HR Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…	2,451	$860K	0.02%	+93	13F-HR Timeline Group
Moran Wealth Management, LLC	2,433	$854K	0.03%	new	13F-HR Timeline
STOCK YARDS BANK & TRUST CO	2,432	$854K	0.03%	0	13F-HR Timeline
Valmark Advisers, Inc.	2,432	$853K	0.01%	-10	13F-HR Timeline
W ADVISORS, LLC	2,431	$853K	0.49%	-92	13F-HR Timeline
Modern Wealth Management, LLC	2,394	$840K	0.02%	+64	13F-HR/A Timeline
Allworth Financial LP	2,376	$834K	<0.01%	+151	13F-HR Timeline
COLDSTREAM CAPITAL MANAGEMENT INC	2,361	$829K	0.01%	0	13F-HR Timeline
Blue Edge Capital, LLC	2,344	$823K	0.12%	0	13F-HR Timeline
Capstone Financial Advisors, Inc.	2,341	$822K	0.05%	+6	13F-HR Timeline
PRIVATE TRUST CO NA	2,337	$820K	0.08%	+57	13F-HR Timeline
Houlihan Financial Resource Group, Ltd.	2,324	$816K	0.34%	0	13F-HR Timeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/	2,310	$811K	0.04%	0	13F-HR Timeline
Cyndeo Wealth Partners, LLC	2,305	$809K	0.05%	0	13F-HR Timeline
&PARTNERS	2,277	$799K	0.01%	+896	13F-HR Timeline
Affinity Capital Advisors, LLC	2,262	$794K	0.14%	-329	13F-HR Timeline
Martin Capital Advisors, LLP	2,260	$793K	0.52%	0	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	2,258	$793K	0.01%	+699	13F-HR Timeline
USA FINANCIAL FORMULAS	2,246	$788K	0.13%	-422	13F-HR Timeline
JOURNEY STRATEGIC WEALTH LLC	2,210	$776K	0.03%	-421	13F-HR Timeline
NORDEN GROUP LLC	2,194	$770K	0.08%	0	13F-HR Timeline
FWG Holdings, LLC	2,135	$766K	0.36%	0	13F-HR Timeline
Destiny Wealth Partners, LLC	2,154	$756K	0.1%	new	13F-HR Timeline
HOLLENCREST CAPITAL MANAGEMENT	2,116	$743K	0.03%	0	13F-HR Timeline
Dempze Nancy E	2,102	$738K	0.43%	0	13F-HR Timeline
EVERGREEN CAPITAL MANAGEMENT LLC	2,097	$736K	0.02%	0	13F-HR Timeline
BURNS J W & CO INC/NY	2,085	$732K	0.09%	-24	13F-HR Timeline
BROWN WEALTH MANAGEMENT, LLC	2,065	$725K	0.23%	+1	13F-HR Timeline
Sightline Wealth Advisors, LLC	2,052	$720K	0.35%	+5	13F-HR Timeline
Kesler, Norman & Wride, LLC	2,040	$716K	0.13%	new	13F-HR Timeline
CHOREO, LLC	2,020	$709K	0.01%	-46	13F-HR Timeline
LGT Financial Advisors LLC	2,013	$707K	1.79%	+5	13F-HR Timeline
Plante Moran Financial Advisors, LLC	2,006	$704K	0.05%	+1,511	13F-HR Timeline
BOKF, NAin group BOKF, NA	2,000	$702K	0.01%	0	13F-HR Timeline Group
Harbor Advisors LLC	2,000	$702K	0.11%	0	13F-HR Timeline
Collaborative Wealth Managment Inc.	1,999	$702K	0.31%	0	13F-HR Timeline
Facet Wealth, Inc.	1,940	$696K	0.02%	0	13F-HR Timeline
SCOTIA CAPITAL INC.	1,976	$694K	<0.01%	-43	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	1,971	$692K	0.06%	0	13F-HR Timeline
Avantax Planning Partners, Inc.	1,954	$686K	0.02%	+2	13F-HR Timeline
Brooklyn Investment Group	1,940	$681K	0.09%	new	13F-HR/A Timeline
Maridea Wealth Management LLC	1,931	$678K	0.18%	-14,725	13F-HR Timeline
Topsail Wealth Management, LLC	1,931	$678K	0.12%	0	13F-HR Timeline
Oxbow Advisors, LLC	1,929	$677K	0.07%	-176	13F-HR Timeline
Ironwood Wealth Management, LLC.	1,925	$676K	0.25%	-1,120	13F-HR Timeline
SENTINEL WEALTH MANAGEMENT, INC.	1,906	$669K	0.63%		13F-HR/A Timeline
William Mack & Associates, Inc.	1,899	$667K	0.42%	+65	13F-HR Timeline
Waypoint Wealth Partners Inc.	1,895	$665K	0.16%	0	13F-HR Timeline
Joel Isaacson & Co., LLC	1,893	$664K	0.03%	+2	13F-HR Timeline
Perigon Wealth Management, LLC	1,891	$664K	0.02%	+1	13F-HR Timeline
MSH Capital Advisors LLC	1,887	$662K	0.19%	-131	13F-HR Timeline
BostonPremier Wealth LLC	1,882	$660K	0.37%	+5	13F-HR Timeline
SlateStone Wealth, LLC	1,868	$656K	0.06%	-476	13F-HR Timeline
Climber Capital SA	1,835	$641K	0.41%	0	13F-HR Timeline
RKL Wealth Management LLC	1,805	$634K	0.06%	+4	13F-HR Timeline
Armbruster Capital Management, Inc.	1,801	$632K	0.11%	+136	13F-HR Timeline
Mason & Associates, LLC	1,788	$628K	0.16%	-278	13F-HR Timeline
Ellis Investment Partners, LLC	1,783	$626K	0.12%	+2	13F-HR Timeline
Foster Group, Inc.	1,712	$601K	0.02%	0	13F-HR Timeline
Fiduciary Alliance LLC	1,700	$597K	0.04%	new	13F-HR Timeline
MTM Investment Management, LLC	1,695	$595K	0.2%	-65	13F-HR Timeline
Ashton Thomas Private Wealth, LLC	1,683	$591K	0.02%	-48	13F-HR Timeline
TD PRIVATE CLIENT WEALTH LLC	1,670	$586K	0.01%	+1,335	13F-HR Timeline
BURKE & HERBERT BANK & TRUST CO	1,668	$585K	0.13%	0	13F-HR Timeline
McLean Asset Management Corp	1,651	$583K	0.15%	+886	13F-HR Timeline
VERITY Wealth Advisors	1,651	$580K	0.39%	0	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	1,639	$575K	0.01%	+5	13F-HR Timeline Group
1900 WEALTH MANAGEMENT LLC	1,615	$567K	0.04%	-73	13F-HR Timeline
POINCIANA ADVISORS GROUP, LLC	1,601	$562K	0.51%	0	13F-HR Timeline
Pathway Financial Advisors LLC	1,600	$562K	0.08%	0	13F-HR Timeline
Rehmann Capital Advisory Group	1,591	$559K	0.03%	+18	13F-HR Timeline
Boston Trust Walden Corpin group Boston Trust Walden Corp	1,590	$558K	<0.01%	0	13F-HR Timeline Group
WEALTH EFFECTS LLC	1,569	$551K	0.21%	0	13F-HR Timeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	1,560	$548K	0.01%	0	13F-HR Timeline
Bradley & Co. Private Wealth Management…	1,557	$547K	0.33%	0	13F-HR Timeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …	1,550	$544K	0.01%	new	13F-HR Timeline Group
HM PAYSON & CO	1,550	$544K	0.01%	-133	13F-HR Timeline
Moloney Securities Asset Management, LLC	1,532	$538K	0.07%	0	13F-HR Timeline
RVW Wealth, LLC	1,522	$534K	0.05%	+58	13F-HR Timeline
Mayflower Financial Advisors, LLC	1,521	$534K	0.07%	0	13F-HR Timeline
Mullaney, Keating & Wright, Inc.	1,516	$532K	0.35%	0	13F-HR Timeline
FULTON BREAKEFIELD BROENNIMAN LLC	1,507	$529K	0.04%	-350	13F-HR Timeline
MITCHELL SINKLER & STARR/PA	1,500	$526K	0.25%	0	13F-HR Timeline
MIDLAND WEALTH ADVISORS, LLC	1,487	$522K	0.03%	0	13F-HR Timeline
17 CAPITAL PARTNERS, LLC	1,479	$519K	0.3%	+142	13F-HR Timeline
Prospera Financial Services Inc	1,463	$517K	0.01%	+24	13F-HR Timeline
Kingsview Wealth Management, LLC	1,451	$509K	0.01%	-124	13F-HR Timeline
PrairieView Partners, LLC	1,446	$507K	0.05%	0	13F-HR Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC	1,434	$503K	0.01%	+658	13F-HR Timeline Group
May Hill Capital, LLC	1,430	$502K	0.17%	0	13F-HR Timeline
Global Retirement Partners, LLC	1,410	$495K	0.01%		13F-HR Timeline
Evanson Asset Management, LLC	1,406	$494K	0.03%	0	13F-HR Timeline
Veracity Capital LLC	1,401	$492K	0.17%	+34	13F-HR Timeline
Haverford Trust Co	1,400	$491K	<0.01%	0	13F-HR Timeline
CAMDEN NATIONAL BANK	1,390	$488K	0.07%	-1,375	13F-HR Timeline
Blue Chip Partners, LLC	1,377	$483K	0.04%	+3	13F-HR Timeline
Core Wealth Management, Inc.	1,377	$483K	0.17%	0	13F-HR Timeline
Burt Wealth Advisors	1,364	$479K	0.11%	0	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	1,352	$475K	0.01%	0	13F-HR Timeline
Ackerman Asset Management, LLC	1,350	$474K	0.38%	0	13F-HR Timeline
NorthCoast Asset Management LLC	1,343	$471K	<0.01%	0	13F-HR Timeline
Linscomb Wealth, Inc.	1,331	$467K	0.02%	-35	13F-HR Timeline
DIVERSIFIED TRUST CO	1,328	$466K	0.01%	-23	13F-HR Timeline
Meridian Wealth Management, LLC	1,322	$464K	0.02%	0	13F-HR Timeline
Grey Fox Wealth Advisors, LLC	1,318	$463K	0.11%	0	13F-HR Timeline
Detalus Advisors, LLC	1,314	$461K	0.13%	0	13F-HR Timeline
Dana Investment Advisors, Inc.	1,308	$459K	0.02%	-781	13F-HR Timeline
Greenhouse Wealth Management, LLC	1,312	$458K	0.3%	new	13F-HR Timeline
SVB WEALTH LLC	1,271	$446K	0.02%	new	13F-HR Timeline
CM WEALTH ADVISORS LLC	1,271	$446K	0.13%	-1,598	13F-HR Timeline
CWA Asset Management Group, LLC	1,242	$436K	0.02%	-537	13F-HR Timeline
NOESIS CAPITAL MANGEMENT CORP	1,241	$436K	0.08%	-45	13F-HR Timeline
Farther Finance Advisors, LLC	1,236	$434K	0.01%	-1	13F-HR Timeline
Shakespeare Wealth Management, LLC	1,232	$433K	0.12%	-30	13F-HR Timeline
Summit Financial Strategies, Inc.	1,232	$432K	0.04%	0	13F-HR Timeline
Crewe Advisors LLC	1,232	$432K	0.06%	0	13F-HR Timeline
Mesirow Financial Investment Management…	1,232	$432K	0.01%	-183	13F-HR Timeline
Lion Street Advisors, LLC	1,225	$430K	0.13%	0	13F-HR Timeline
Apexium Financial, LP	1,213	$426K	0.02%	0	13F-HR Timeline
SOL Capital Management CO	1,210	$425K	0.04%	0	13F-HR Timeline
Auour Investments LLC	1,208	$424K	0.15%	0	13F-HR Timeline
FIRST AMERICAN TRUST, FSB	1,204	$423K	0.03%	-34	13F-HR Timeline
Plancorp, LLC	1,187	$417K	0.01%	+145	13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	1,183	$415K	0.02%	-5	13F-HR Timeline
Willow Creek Wealth Management Inc.	1,154	$405K	0.04%	0	13F-HR Timeline
SCHMIDT P J INVESTMENT MANAGEMENT INC	1,150	$404K	0.07%	0	13F-HR Timeline
LYELL WEALTH MANAGEMENT, LP	1,150	$404K	0.03%	0	13F-HR Timeline
Robertson Stephens Wealth Management, L…	1,149	$403K	0.01%	-18	13F-HR Timeline
Heck Capital Advisors, LLC	1,147	$403K	0.03%	0	13F-HR Timeline
VERUS CAPITAL PARTNERS, LLC	1,139	$400K	0.04%	0	13F-HR/A Timeline
HBK Sorce Advisory LLC	1,136	$399K	0.01%	0	13F-HR Timeline
Global View Capital Management LLC	1,135	$398K	0.13%	-199	13F-HR Timeline
Fluent Financial, LLC	1,127	$396K	0.16%	+6	13F-HR Timeline
Accurate Wealth Management, LLC	1,108	$395K	0.06%	0	13F-HR Timeline
NorthRock Partners, LLC	1,120	$393K	0.01%	+1,040	13F-HR/A Timeline
Revolve Wealth Partners, LLC	1,108	$389K	0.05%	+2	13F-HR Timeline
Ashford Advisors, LLC	6,142	$388K	0.09%	+4,294	13F-HR Timeline
MATHER GROUP, LLC.	1,103	$387K	<0.01%	0	13F-HR Timeline
James J. Burns & Company, LLC	1,100	$386K	0.06%	0	13F-HR Timeline
Magnolia Private Wealth, LLC	1,096	$385K	0.3%	0	13F-HR Timeline
Lauterbach Financial Advisors, LLC	1,095	$385K	0.21%	0	13F-HR Timeline
Principle Wealth Partners LLC	1,087	$382K	0.02%	+383	13F-HR Timeline
Pine Ridge Advisers LLC	1,083	$380K	0.02%	0	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	1,070	$376K	0.01%	-315	13F-HR Timeline Group
IFP Advisors, Inc	1,069	$375K	0.01%	+12	13F-HR Timeline
Alternative Investment Advisors, LLC.	1,069	$375K	0.19%	+3	13F-HR Timeline
Outlook Wealth Advisors, LLC	1,068	$375K	0.1%	0	13F-HR Timeline
MONECO ADVISORS, LLC	1,057	$371K	0.03%	+1	13F-HR Timeline
Qube Research & Technologies Ltd	1,053	$370K	<0.01%	-2,114	13F-HR Timeline
CHILTON CAPITAL MANAGEMENT LLC	1,040	$365K	0.01%	-570	13F-HR Timeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…	1,039	$365K	0.12%	+8	13F-HR Timeline
Rockwood Wealth Management, LLC	1,038	$364K	0.03%	+1	13F-HR Timeline
AE Wealth Management LLC	1,023	$359K	<0.01%	+140	13F-HR Timeline
ARS Wealth Advisors Group, LLC	1,015	$356K	0.04%	0	13F-HR Timeline
Eldridge Investment Advisors, Inc.	1,009	$354K	0.07%	0	13F-HR Timeline
Betterment LLC	1,007	$353K	<0.01%	-154	13F-HR Timeline
Biltmore Family Office, LLC	1,005	$353K	0.06%	0	13F-HR Timeline
Gould Capital, LLC	1,004	$352K	0.24%	-22	13F-HR Timeline
Manchester Capital Management LLC	1,000	$351K	0.05%	0	13F-HR Timeline
Capital Advisors Wealth Management, LLC	1,000	$351K	0.06%	0	13F-HR Timeline
LM Advisors LLC	1,000	$351K	0.05%	0	13F-HR Timeline
Wealth Management Associates, Inc.	1,000	$351K	0.14%	0	13F-HR Timeline
Patten Group, Inc.	992	$348K	0.07%	-5	13F-HR Timeline
GLOBALT Investments LLC / GA	988	$347K	0.01%	-462	13F-HR Timeline
Legacy Capital Group California, Inc.	987	$346K	0.1%	0	13F-HR Timeline
Versant Capital Management, Inc	985	$346K	0.05%	+2	13F-HR Timeline
N.E.W. Advisory Services LLC	982	$345K	0.03%	0	13F-HR Timeline
JACOBS & CO/CA	982	$344K	0.03%	0	13F-HR Timeline