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Disclosery

IWV ISHARES TR

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RUSSELL 3000 ETF (fund)

820 managers (825 13F filers) reported a position in IWV shares at 2025-09-30, 25,436,104 shares in all. 41 filers opened a position and 29 filers sold out during the quarter.

Managers
820
13F filers
825
New
41
Added
204
Reduced
281
Sold out
29
Shares held by filers
25,436,104

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

HolderSharesValue% of portfolioChangeSource
SkyOak Wealth, LLC2,760$1.05M0.2%-4013F-HRTimeline
Allworth Financial LP2,729$1.03M<0.01%+35313F-HRTimeline
Aprio Wealth Management, LLC2,729$1.03M0.1%013F-HRTimeline
IFG Advisory, LLC2,678$1.01M0.05%-1213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,676$1.01M0.06%+21013F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,674$1.01M0.26%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,657$1.01M0.02%+20613F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL2,646$1M0.01%+2,04513F-HR/ATimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,645$1M<0.01%013F-HRTimelineGroup
Soltis Investment Advisors LLC2,643$1M0.07%013F-HRTimeline
Asset Allocation & Management Company, …2,641$1M0.42%013F-HRTimeline
Wealth Management Partners, LLC2,641$1M0.32%-713F-HRTimeline
CoreCap Advisors, LLC2,632$997K0.04%+11113F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…2,600$985K0.84%013F-HRTimeline
Kovack Advisors, Inc.2,582$978K0.09%-4313F-HRTimeline
First Interstate Bank2,560$970K0.05%013F-HRTimeline
Baring Financial LLC2,558$969K0.66%-4813F-HRTimeline
Smartleaf Asset Management LLC2,557$966K0.06%-6513F-HRTimeline
Quadrant Private Wealth Management, LLC2,545$965K0.18%+413F-HRTimeline
Mason & Associates Inc2,545$964K0.19%-313F-HRTimeline
NESTEGG ADVISORS, INC.2,497$946K0.84%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,692$945K0.08%013F-HRTimeline
Prosperity Planning, Inc.2,485$942K0.25%013F-HRTimeline
Coyle Financial Counsel LLC2,460$932K0.21%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,439$924K0.01%+7813F-HRTimeline
W ADVISORS, LLC2,435$923K0.49%+413F-HRTimeline
STOCK YARDS BANK & TRUST CO2,432$922K0.03%013F-HRTimeline
AGH Wealth Advisors, LLC2,406$912K0.67%-8813F-HRTimeline
Modern Wealth Management, LLC2,394$907K0.02%013F-HRTimeline
Red Spruce Capital, LLC2,355$892K0.36%-17213F-HRTimeline
Pinnacle Financial Partners Inc2,354$892K0.02%-4,04213F-HRTimeline
Capstone Financial Advisors, Inc.2,346$889K0.05%+513F-HRTimeline
Blue Edge Capital, LLC2,344$888K0.13%013F-HRTimeline
PRIVATE TRUST CO NA2,329$883K0.08%-813F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,310$875K0.04%013F-HRTimeline
TBH Global Asset Management, LLC2,236$847K0.17%new13F-HRTimeline
NORDEN GROUP LLC2,193$831K0.08%-113F-HRTimeline
Acropolis Investment Management, LLC2,355$827K0.04%+1,65513F-HRTimeline
FWG Holdings, LLC2,117$825K0.36%-1813F-HRTimeline
Destiny Wealth Partners, LLC2,154$816K0.1%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,149$814K0.03%-66813F-HRTimelineGroup
BROWN WEALTH MANAGEMENT, LLC2,126$805K0.23%+6113F-HRTimeline
WEDBUSH SECURITIES INC2,116$802K0.03%-99213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,116$802K0.03%013F-HRTimeline
Dempze Nancy E2,102$797K0.44%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,097$795K0.02%013F-HRTimeline
BURNS J W & CO INC/NY2,085$790K0.09%013F-HRTimeline
Sightline Wealth Advisors, LLC2,057$780K0.35%+513F-HRTimeline
PATTEN & PATTEN INC/TN2,047$776K0.05%new13F-HRTimeline
Martin Capital Advisors, LLP2,040$773K0.47%-22013F-HRTimeline
CHOREO, LLC2,020$765K0.01%013F-HRTimeline
LGT Financial Advisors LLC2,018$765K1.65%+513F-HRTimeline
BOKF, NAin group BOKF, NA2,000$758K0.01%013F-HRTimelineGroup
Harbor Advisors LLC2,000$758K0.12%013F-HRTimeline
Collaborative Wealth Managment Inc.1,975$748K0.3%-2413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,972$747K0.06%+113F-HRTimeline
Avantax Planning Partners, Inc.1,957$741K0.02%+313F-HRTimeline
Facet Wealth, Inc.1,940$735K0.02%013F-HRTimeline
Topsail Wealth Management, LLC1,931$732K0.12%013F-HRTimeline
Oxbow Advisors, LLC1,929$731K0.07%013F-HRTimeline
DIVERSIFIED TRUST CO1,907$723K0.01%+57913F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.1,906$722K0.63%013F-HRTimeline
MSH Capital Advisors LLC1,905$722K0.19%+1813F-HRTimeline
William Mack & Associates, Inc.1,902$721K0.39%+313F-HRTimeline
Affinity Capital Advisors, LLC1,887$718K0.11%-37513F-HRTimeline
Perigon Wealth Management, LLC1,892$717K0.01%+113F-HRTimeline
Brooklyn Investment Group2,051$716K0.1%+11113F-HR/ATimeline
USA FINANCIAL FORMULAS1,877$711K0.13%-36913F-HRTimeline
SlateStone Wealth, LLC1,868$708K0.06%013F-HRTimeline
Dakota Wealth Management1,868$708K0.01%-4,45213F-HR/ATimeline
Ashford Advisors, LLC1,848$700K0.15%-4,29413F-HRTimeline
Armbruster Capital Management, Inc.1,810$686K0.12%+913F-HRTimeline
RKL Wealth Management LLC1,810$686K0.06%+513F-HRTimeline
Global View Capital Management LLC1,789$678K0.14%+65413F-HRTimeline
Joel Isaacson & Co., LLC1,765$669K0.02%-12813F-HRTimeline
Ellis Investment Partners, LLC1,745$661K0.12%-3813F-HRTimeline
McLean Asset Management Corp1,721$658K0.14%+7013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,715$650K0.02%+3213F-HRTimeline
Foster Group, Inc.1,712$649K0.02%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,710$648K0.01%+7113F-HRTimelineGroup
Fiduciary Alliance LLC1,700$644K0.04%013F-HRTimeline
MTM Investment Management, LLC1,695$642K0.2%013F-HRTimeline
SCOTIA CAPITAL INC.1,680$637K<0.01%-29613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO1,668$632K0.14%013F-HRTimeline
Mason & Associates, LLC1,788$628K0.16%013F-HRTimeline
VERITY Wealth Advisors1,651$626K0.4%013F-HRTimeline
Ironwood Wealth Management, LLC.1,620$614K0.21%-30513F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,619$613K0.04%+413F-HRTimeline
17 CAPITAL PARTNERS, LLC1,611$610K0.33%+13213F-HRTimeline
Pathway Financial Advisors LLC1,600$606K0.08%013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp1,590$603K<0.01%013F-HRTimelineGroup
POINCIANA ADVISORS GROUP, LLC1,587$601K0.51%-1413F-HRTimeline
Rehmann Capital Advisory Group1,581$599K0.03%-1013F-HRTimeline
WEALTH EFFECTS LLC1,569$595K0.19%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,568$594K0.01%-69013F-HRTimeline
NorthCoast Asset Management LLC1,558$590K<0.01%+21513F-HRTimeline
Bradley & Co. Private Wealth Management…1,557$590K0.33%013F-HRTimeline
HM PAYSON & CO1,550$587K0.01%013F-HRTimeline
Maridea Wealth Management LLC1,538$587K0.09%-39313F-HRTimeline
Valmark Advisers, Inc.1,539$583K0.01%-89313F-HRTimeline
Moloney Securities Asset Management, LLC1,533$581K0.07%+113F-HRTimeline
RVW Wealth, LLC1,522$577K0.05%013F-HRTimeline
Mayflower Financial Advisors, LLC1,521$576K0.07%013F-HRTimeline
Mullaney, Keating & Wright, Inc.1,517$575K0.32%+113F-HRTimeline
Vawter Financial, Ltd.1,515$574K0.26%new13F-HR/ATimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,507$571K0.04%013F-HRTimeline
MITCHELL SINKLER & STARR/PA1,500$568K0.26%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC1,487$563K0.03%013F-HRTimeline
Prospera Financial Services Inc1,466$559K0.01%+313F-HRTimeline
Kingsview Wealth Management, LLC1,450$550K0.01%-113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,434$543K0.01%013F-HRTimelineGroup
May Hill Capital, LLC1,431$542K0.16%+113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …1,425$540K0.01%-12513F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,420$538K0.01%-14013F-HRTimeline
ARS Wealth Advisors Group, LLC1,415$536K0.05%+40013F-HRTimeline
Mesirow Financial Investment Management…1,412$535K0.01%+18013F-HRTimeline
Global Retirement Partners, LLC1,412$535K0.01%+213F-HRTimeline
Haverford Trust Co1,400$531K<0.01%013F-HRTimeline
CAMDEN NATIONAL BANK1,390$527K0.07%013F-HRTimeline
Blue Chip Partners, LLC1,381$523K0.04%+413F-HRTimeline
Core Wealth Management, Inc.1,377$522K0.17%013F-HRTimeline
Burt Wealth Advisors1,364$517K0.13%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,352$512K0.01%013F-HRTimeline
Ackerman Asset Management, LLC1,350$512K0.37%013F-HRTimeline
Meridian Wealth Management, LLC1,322$501K0.02%013F-HRTimeline
Grey Fox Wealth Advisors, LLC1,318$499K0.1%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC1,317$499K0.08%+16713F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,315$498K0.1%13F-HRTimelineGroup
Detalus Advisors, LLC1,314$498K0.13%013F-HRTimeline
Greenhouse Wealth Management, LLC1,312$497K0.3%013F-HRTimeline
CM WEALTH ADVISORS LLC1,271$482K0.13%013F-HRTimeline
CWA Asset Management Group, LLC1,242$471K0.02%013F-HRTimeline
Shakespeare Wealth Management, LLC1,233$467K0.11%+113F-HRTimeline
Summit Financial Strategies, Inc.1,232$467K0.04%013F-HRTimeline
Crewe Advisors LLC1,217$461K0.04%-1513F-HRTimeline
Apexium Financial, LP1,213$460K0.02%013F-HRTimeline
SOL Capital Management CO1,210$459K0.04%013F-HRTimeline
Auour Investments LLC1,208$458K0.15%013F-HRTimeline
Linscomb Wealth, Inc.1,187$450K0.02%-14413F-HRTimeline
Plancorp, LLC1,187$450K0.01%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,183$448K0.02%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP1,150$436K0.03%013F-HRTimeline
Williams Jones Wealth Management, LLC.1,150$436K<0.01%+50013F-HRTimeline
Robertson Stephens Wealth Management, L…1,148$435K0.01%-113F-HRTimeline
Heck Capital Advisors, LLC1,147$435K0.03%013F-HRTimeline
Fluent Financial, LLC1,146$434K0.17%+1913F-HRTimeline
Willow Creek Wealth Management Inc.1,144$434K0.04%-1013F-HRTimeline
Betterment LLC1,141$432K<0.01%+13413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,139$432K0.03%013F-HR/ATimeline
HBK Sorce Advisory LLC1,136$430K0.01%013F-HR/ATimeline
FIRST AMERICAN TRUST, FSB1,133$429K0.03%-7113F-HRTimeline
WJ Financial Advisors LLC1,131$429K0.42%13F-HRTimeline
NorthRock Partners, LLC1,120$424K0.01%013F-HRTimeline
Revolve Wealth Partners, LLC1,110$420K0.05%+213F-HRTimeline
MATHER GROUP, LLC.1,104$418K<0.01%+113F-HRTimeline
James J. Burns & Company, LLC1,100$417K0.06%013F-HRTimeline
Magnolia Private Wealth, LLC1,096$415K0.3%013F-HRTimeline
Lauterbach Financial Advisors, LLC1,096$415K0.21%+113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,084$411K0.01%+46013F-HRTimelineGroup
Pine Ridge Advisers LLC1,083$410K0.03%013F-HRTimeline
Accurate Wealth Management, LLC1,086$410K0.05%-2213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,070$405K0.01%013F-HRTimelineGroup
Outlook Wealth Advisors, LLC1,068$405K0.1%013F-HRTimeline
Alternative Investment Advisors, LLC.1,067$404K0.18%-213F-HRTimeline
MONECO ADVISORS, LLC1,058$401K0.03%+113F-HRTimeline
IFP Advisors, Inc1,056$400K0.01%-1313F-HR/ATimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…1,041$395K0.13%+213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,040$394K0.01%013F-HRTimeline
Rockwood Wealth Management, LLC1,038$393K0.03%013F-HRTimeline
AE Wealth Management LLC1,030$390K<0.01%+713F-HRTimeline
Vise Technologies, Inc.1,022$387K0.01%-3,05913F-HRTimeline
Biltmore Family Office, LLC1,005$381K0.05%013F-HRTimeline
Manchester Capital Management LLC1,000$379K0.05%013F-HRTimeline
Capital Advisors Wealth Management, LLC1,000$379K0.05%013F-HRTimeline
Wealth Management Associates, Inc.1,000$379K0.13%013F-HRTimeline
GLOBALT Investments LLC / GA988$374K0.01%013F-HRTimeline
Versant Capital Management, Inc988$374K0.05%+313F-HRTimeline
Legacy Capital Group California, Inc.987$374K0.1%013F-HRTimeline
N.E.W. Advisory Services LLC982$372K0.03%013F-HRTimeline
JACOBS & CO/CA982$372K0.04%013F-HRTimeline
DT Investment Partners, LLC975$369K0.03%013F-HRTimeline
Members Trust Co975$369K0.01%013F-HRTimeline
KPP Advisory Services LLC971$368K0.05%+31713F-HRTimeline
Altiora Financial Group, LLC967$366K0.07%013F-HRTimeline
Cornerstone Capital, Inc.959$363K0.04%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC958$363K<0.01%-1,70113F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP957$363K<0.01%013F-HR/ATimelineGroup
Patten Group, Inc.957$363K0.07%-3513F-HRTimeline
Root Financial Partners, LLC957$363K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.951$360K0.01%013F-HRTimeline
Eldridge Investment Advisors, Inc.944$358K0.08%-6513F-HRTimeline
Tribridge Partners Financial LLC918$349K0.16%013F-HRTimeline
Perennial Investment Advisors, LLC920$349K0.03%+113F-HRTimeline
Thomasville National Bank919$348K0.02%013F-HRTimeline
Promus Capital, LLC918$348K0.22%013F-HRTimeline
NWAM LLC908$344K0.02%013F-HR/ATimeline
Capital Squared Financial LLC907$344K0.3%-4513F-HRTimeline
DAVIDSON INVESTMENT ADVISORS900$341K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC900$341K<0.01%-2,71913F-HRTimelineGroup
Merit Financial Group, LLC897$340K<0.01%-4513F-HR/ATimeline