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Disclosery

IWV ISHARES TR

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RUSSELL 3000 ETF (fund)

891 managers (898 13F filers) reported a position in IWV shares at 2025-12-31, 28,294,587 shares in all. 72 filers opened a position and 35 filers sold out during the quarter.

Managers
891
13F filers
898
New
72
Added
223
Reduced
269
Sold out
35
Shares held by filers
28,294,587

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Glenview Trust Co2,858$1.11M0.02%+6513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,852$1.1M0.08%+16013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,850$1.1M0.15%013F-HRTimeline
Jackson Wealth Management, LLC2,801$1.08M0.11%013F-HRTimeline
Old Mission Investment Co LLC2,800$1.08M0.26%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,795$1.08M<0.01%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC2,753$1.07M0.03%-7313F-HRTimeline
Sargent Investment Group, LLC2,749$1.06M0.13%new13F-HRTimeline
SkyOak Wealth, LLC2,736$1.06M0.19%-2413F-HRTimeline
Aprio Wealth Management, LLC2,729$1.06M0.06%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,674$1.03M0.23%013F-HRTimeline
Soltis Investment Advisors LLC2,643$1.02M0.07%013F-HR/ATimeline
Asset Allocation & Management Company, …2,641$1.02M0.41%013F-HRTimeline
IFG Advisory, LLC2,624$1.02M0.04%-5413F-HRTimeline
Atria Investments, Inc2,616$1.01M0.01%-96013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…2,606$1.01M0.03%new13F-HRTimelineGroup
Wealth Management Partners, LLC2,587$1M0.29%-5413F-HRTimeline
Kovack Advisors, Inc.2,583$999K0.05%+113F-HR/ATimeline
EVOKE WEALTH, LLC2,577$997K0.02%-26013F-HRTimeline
Waterloo Capital, L.P.2,573$995K0.07%new13F-HRTimeline
First Interstate Bank2,560$990K0.05%013F-HRTimeline
Quadrant Private Wealth Management, LLC2,550$986K0.16%+513F-HRTimeline
W1M Asset Management Ltd2,526$977K0.01%new13F-HRTimeline
NESTEGG ADVISORS, INC.2,497$966K0.83%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC2,490$963K<0.01%new13F-HR/ATimelineGroup
Coyle Financial Counsel LLC2,460$952K0.2%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC2,452$949K0.19%-69213F-HRTimeline
W ADVISORS, LLC2,434$941K0.47%-113F-HRTimeline
J.W. COLE ADVISORS, INC.4,221$940K0.02%+34113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,401$929K0.01%-3813F-HRTimeline
IHT Wealth Management, LLC2,363$914K0.02%-94013F-HRTimeline
Acropolis Investment Management, LLC2,355$911K0.04%013F-HRTimeline
Capstone Financial Advisors, Inc.2,353$910K0.05%+713F-HRTimeline
Blue Edge Capital, LLC2,344$907K0.12%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…2,336$903K0.19%new13F-HRTimeline
PRIVATE TRUST CO NA2,329$901K0.08%013F-HRTimeline
Houlihan Financial Resource Group, Ltd.2,324$899K0.34%new13F-HRTimeline
Brooklyn Investment Group2,289$893K0.04%+23813F-HRTimeline
Baring Financial LLC2,306$892K0.54%-25213F-HRTimeline
Bayshore Capital Advisors, LLC2,301$890K0.44%13F-HRTimeline
Red Spruce Capital, LLC2,301$890K0.35%-5413F-HRTimeline
Modern Wealth Management, LLC2,294$887K0.02%-10013F-HRTimeline
Prosperity Planning, Inc.2,280$882K0.23%-20513F-HRTimeline
PATTEN & PATTEN INC/TN2,247$869K0.05%+20013F-HRTimeline
AGH Wealth Advisors, LLC2,236$865K0.65%-17013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…2,210$855K0.6%-39013F-HRTimeline
Destiny Wealth Partners, LLC2,154$850K0.1%013F-HRTimeline
STOCK YARDS BANK & TRUST CO2,172$840K0.03%-26013F-HRTimeline
KLCM Advisors, Inc.2,165$838K0.07%new13F-HRTimeline
MSH Capital Advisors LLC2,136$826K0.18%+23113F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC2,130$824K0.22%+413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,116$819K0.03%013F-HRTimeline
Arax Advisory Partners2,109$816K0.02%new13F-HRTimeline
Dempze Nancy E2,102$813K0.42%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,097$811K0.02%013F-HRTimeline
Mason & Associates Inc2,095$810K0.15%-45013F-HRTimeline
BURNS J W & CO INC/NY2,085$807K0.09%013F-HRTimeline
Sightline Wealth Advisors, LLC2,063$798K0.34%+613F-HRTimeline
Martin Capital Advisors, LLP2,040$789K0.46%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,030$785K<0.01%-61513F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC2,022$782K0.03%-12713F-HRTimelineGroup
Annex Advisory Services, LLC2,016$780K0.01%new13F-HRTimeline
FWG Holdings, LLC1,983$779K0.3%-13413F-HR/ATimeline
BOKF, NAin group BOKF, NA2,000$774K0.01%013F-HRTimelineGroup
Harbor Advisors LLC2,000$774K0.12%013F-HRTimeline
Global View Capital Management LLC1,984$768K0.14%+19513F-HRTimeline
Collaborative Wealth Managment Inc.1,975$764K0.27%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,972$763K0.06%013F-HRTimeline
Avantax Planning Partners, Inc.1,959$758K0.02%+213F-HRTimeline
Facet Wealth, Inc.1,894$749K0.01%-4613F-HRTimeline
Topsail Wealth Management, LLC1,931$747K0.11%013F-HRTimeline
Allworth Financial LP1,925$745K<0.01%-80413F-HRTimeline
DIVERSIFIED TRUST CO1,906$737K0.01%-113F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.1,906$737K0.61%013F-HRTimeline
CHOREO, LLC1,864$726K0.01%-15613F-HRTimeline
SlateStone Wealth, LLC1,868$723K0.06%013F-HRTimeline
WAYSTONE ADVISORS LLC1,866$722K0.62%13F-HRTimeline
Perigon Wealth Management, LLC1,863$721K0.01%-2913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,857$718K0.01%+14713F-HRTimelineGroup
WEDBUSH SECURITIES INC1,841$712K0.02%-27513F-HRTimeline
Oxbow Advisors, LLC1,835$710K0.06%-9413F-HRTimeline
Armbruster Capital Management, Inc.1,819$704K0.12%+913F-HRTimeline
RKL Wealth Management LLC1,815$702K0.06%+513F-HRTimeline
Climber Capital SA1,800$695K0.45%13F-HRTimeline
CIM INVESTMENT MANAGEMENT INC1,783$690K0.18%+1,11513F-HRTimeline
McLean Asset Management Corp1,752$689K0.12%+3113F-HRTimeline
Joel Isaacson & Co., LLC1,768$684K0.02%+313F-HRTimeline
USA FINANCIAL FORMULAS1,759$680K0.12%-11813F-HRTimeline
BURKE & HERBERT BANK & TRUST CO1,756$679K0.19%+8813F-HRTimeline
Stronghold Wealth Management L.L.C.1,755$679K1%13F-HRTimeline
Ellis Investment Partners, LLC1,747$676K0.12%+213F-HRTimeline
Ashton Thomas Private Wealth, LLC1,715$663K0.02%013F-HRTimeline
ASL Financial, LLC1,715$663K0.52%13F-HRTimeline
1834 INVESTMENT ADVISORS CO1,714$663K0.08%new13F-HRTimeline
Foster Group, Inc.1,712$662K0.02%013F-HRTimeline
MTM Investment Management, LLC1,695$656K0.21%013F-HRTimeline
Third View Private Wealth, LLC1,690$654K0.09%13F-HRTimeline
Rehmann Capital Advisory Group1,666$645K0.03%+8513F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding1,666$644K+853Timeline
Fiduciary Alliance LLC1,661$642K0.04%-3913F-HRTimeline
Bradley & Co. Private Wealth Management…1,653$639K0.34%+9613F-HRTimeline
VERITY Wealth Advisors1,651$639K0.4%013F-HRTimeline
Mullaney, Keating & Wright, Inc.1,649$638K0.34%+13213F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC1,640$634K0.02%new13F-HRTimeline
Affinity Capital Advisors, LLC1,639$634K0.09%-24813F-HRTimeline
Pathway Financial Advisors LLC1,600$630K0.08%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,623$628K0.04%+413F-HRTimeline
Ironwood Wealth Management, LLC.1,620$627K0.18%013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp1,590$615K<0.01%013F-HRTimelineGroup
POINCIANA ADVISORS GROUP, LLC1,587$614K0.48%013F-HRTimeline
Patten Group, Inc.1,583$612K0.11%+62613F-HRTimeline
Ashford Advisors, LLC1,583$612K0.13%-26513F-HRTimeline
WEALTH EFFECTS LLC1,569$607K0.19%013F-HRTimeline
Global Retirement Partners, LLC1,561$604K0.01%+14913F-HRTimeline
HM PAYSON & CO1,550$600K0.01%013F-HRTimeline
COOKSON PEIRCE & CO INC1,533$593K0.02%new13F-HRTimeline
RVW Wealth, LLC1,522$589K0.04%013F-HRTimeline
Mayflower Financial Advisors, LLC1,521$588K0.07%013F-HRTimeline
SCOTIA CAPITAL INC.1,515$586K<0.01%-16513F-HRTimeline
Vawter Financial, Ltd.1,515$586K0.25%013F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,506$583K0.01%+7213F-HRTimelineGroup
MITCHELL SINKLER & STARR/PA1,500$580K0.26%013F-HRTimeline
REICON WEALTH ADVISORS, LLC1,495$578K0.42%13F-HRTimeline
Stonebrook Private Inc.1,490$576K0.12%-1,69313F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC1,487$575K0.03%013F-HRTimeline
Kingsview Wealth Management, LLC1,474$570K0.01%+2413F-HRTimeline
Prospera Financial Services Inc1,457$567K0.01%-913F-HRTimeline
Mason & Associates, LLC1,462$566K0.13%-32613F-HRTimeline
CWA Asset Management Group, LLC1,449$561K0.02%+20713F-HRTimeline
17 CAPITAL PARTNERS, LLC1,443$558K0.29%-16813F-HRTimeline
Curry Webb Wealth Management LLC1,435$555K0.28%13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC1,429$553K0.04%new13F-HRTimeline
May Hill Capital, LLC1,427$552K0.15%-413F-HR/ATimeline
Valmark Advisers, Inc.1,417$548K0.01%-12213F-HRTimeline
ARS Wealth Advisors Group, LLC1,415$547K0.05%013F-HRTimeline
Haverford Trust Co1,400$542K<0.01%013F-HRTimeline
CAMDEN NATIONAL BANK1,390$538K0.07%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …1,389$537K0.01%-3613F-HRTimelineGroup
Blue Chip Partners, LLC1,384$536K0.04%+313F-HRTimeline
Maridea Wealth Management LLC1,379$533K0.08%-15913F-HRTimeline
One Capital Management, LLC1,378$533K0.02%new13F-HRTimeline
Core Wealth Management, Inc.1,364$528K0.16%-1313F-HRTimeline
William Mack & Associates, Inc.1,352$523K0.25%-55013F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,352$523K0.01%013F-HRTimeline
Ackerman Asset Management, LLC1,350$522K0.35%013F-HRTimeline
Daybright Advisory Services, Inc.1,341$519K0.14%13F-HRTimeline
Meridian Wealth Management, LLC1,322$511K0.02%013F-HRTimeline
Mesirow Financial Investment Management…1,319$510K0.01%-9313F-HRTimeline
Grey Fox Wealth Advisors, LLC1,318$510K0.1%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC1,317$509K0.08%013F-HRTimeline
Detalus Advisors, LLC1,314$508K0.12%013F-HRTimeline
Greenhouse Wealth Management, LLC1,260$487K0.29%-5213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,260$487K<0.01%+48213F-HRTimelineGroup
CM WEALTH ADVISORS LLC1,252$484K0.11%-1913F-HRTimeline
Summit Financial Strategies, Inc.1,232$477K0.04%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.1,225$474K0.02%new13F-HRTimeline
Crewe Advisors LLC1,217$471K0.04%013F-HRTimeline
SOL Capital Management CO1,210$468K0.04%013F-HRTimeline
Auour Investments LLC1,208$467K0.15%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,207$467K0.03%-30013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,203$465K0.01%-21713F-HRTimeline
Madrid Wealth Management, LLC1,200$464K0.38%13F-HRTimeline
Betterment LLC1,199$464K<0.01%+5813F-HRTimeline
Plancorp, LLC1,187$459K0.01%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,183$458K0.01%013F-HRTimeline
Shakespeare Wealth Management, LLC1,183$458K0.1%-5013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,169$452K0.01%+21813F-HRTimeline
LYELL WEALTH MANAGEMENT, LP1,150$445K0.03%013F-HRTimeline
Williams Jones Wealth Management, LLC.1,150$445K0.01%013F-HRTimeline
Robertson Stephens Wealth Management, L…1,149$445K0.01%+113F-HRTimeline
Heck Capital Advisors, LLC1,147$444K0.03%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,139$441K0.03%013F-HR/ATimeline
Versant Capital Management, Inc1,137$440K0.06%+14913F-HRTimeline
WJ Financial Advisors LLC1,124$435K0.39%-713F-HRTimeline
FIRST AMERICAN TRUST, FSB1,115$431K0.03%-1813F-HRTimeline
Revolve Wealth Partners, LLC1,114$431K0.05%+413F-HRTimeline
MATHER GROUP, LLC.1,104$427K<0.01%013F-HRTimeline
HBK Sorce Advisory LLC1,084$426K0.01%-5213F-HRTimeline
HighPoint Advisor Group LLC1,100$426K0.01%new13F-HRTimeline
James J. Burns & Company, LLC1,100$426K0.06%013F-HRTimeline
Magnolia Private Wealth, LLC1,096$424K0.3%013F-HRTimeline
Lauterbach Financial Advisors, LLC1,096$424K0.21%013F-HRTimeline
Fluent Financial, LLC1,090$422K0.16%-5613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,084$419K0.01%013F-HRTimelineGroup
Pine Ridge Advisers LLC1,083$419K0.03%013F-HRTimeline
Consolidated Portfolio Review Corp1,083$419K0.04%new13F-HRTimeline
Alternative Investment Advisors, LLC.1,070$414K0.18%+313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,070$414K0.01%013F-HRTimelineGroup
Outlook Wealth Advisors, LLC1,068$413K0.09%013F-HRTimeline
Linscomb Wealth, Inc.1,062$411K0.02%-12513F-HRTimeline
MONECO ADVISORS, LLC1,060$410K0.03%+213F-HRTimeline
IFP Advisors, Inc1,056$409K0.01%013F-HRTimeline
J.Safra Asset Management Corp1,051$407K0.02%new13F-HRTimeline
DAVIDSON INVESTMENT ADVISORS1,050$406K0.02%+15013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,040$402K0.01%013F-HRTimeline
AE Wealth Management LLC1,039$402K<0.01%+913F-HRTimeline
Rockwood Wealth Management, LLC1,038$401K0.03%013F-HRTimeline
WLTH Capital Management, LLC1,018$395K0.31%13F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…1,007$390K0.12%-3413F-HRTimeline
Biltmore Family Office, LLC1,005$389K0.05%013F-HRTimeline