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Disclosery

IWV ISHARES TR

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RUSSELL 3000 ETF (fund)

862 managers (870 13F filers) reported a position in IWV shares at 2026-03-31, 28,505,954 shares in all. 36 filers opened a position and 57 filers sold out during the quarter.

Managers
862
13F filers
870
New
36
Added
228
Reduced
264
Sold out
57
Shares held by filers
28,505,954

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Strategic Family Wealth Counselors, L.L…2,640$979K0.26%-3413F-HRTimeline
CoreCap Advisors, LLC2,629$975K0.03%-35813F-HRTimeline
IHT Wealth Management, LLC2,594$962K0.02%+23113F-HRTimeline
Wealth Management Partners, LLC2,587$959K0.27%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.2,580$956K0.13%-2,59213F-HRTimeline
EVOKE WEALTH, LLC2,577$955K0.02%013F-HRTimeline
Quadrant Private Wealth Management, LLC2,553$946K0.15%+313F-HRTimeline
Kovack Advisors, Inc.2,529$944K0.05%-5413F-HRTimeline
W1M Asset Management Ltd2,526$936K0.01%013F-HRTimeline
NESTEGG ADVISORS, INC.2,497$926K0.81%013F-HRTimeline
World Investment Advisors2,490$923K0.01%-1,33813F-HRTimeline
Coyle Financial Counsel LLC2,460$912K0.19%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC2,439$904K0.17%-1313F-HRTimeline
Steelhead Wealth Management LLC2,387$884K0.45%13F-HRTimeline
Red Spruce Capital, LLC2,368$878K0.36%+6713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,358$874K0.07%+38613F-HRTimeline
Capstone Financial Advisors, Inc.2,358$874K0.05%+513F-HRTimeline
Acropolis Investment Management, LLC2,355$873K0.04%013F-HRTimeline
Blue Edge Capital, LLC2,344$869K0.12%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,343$868K0.05%-2,03413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC2,340$867K<0.01%-15013F-HRTimelineGroup
PRIVATE TRUST CO NA2,329$863K0.08%013F-HRTimeline
Houlihan Financial Resource Group, Ltd.2,324$861K0.34%013F-HRTimeline
Baring Financial LLC2,307$855K0.52%+113F-HRTimeline
Bayshore Capital Advisors, LLC2,301$853K0.36%013F-HRTimeline
Independent Advisor Alliance2,299$852K0.01%new13F-HRTimeline
Prosperity Planning, Inc.2,280$845K0.21%013F-HRTimeline
W ADVISORS, LLC2,268$841K0.43%-16613F-HRTimeline
PATTEN & PATTEN INC/TN2,247$833K0.05%013F-HRTimeline
TBH Global Asset Management, LLC2,236$829K0.17%new13F-HRTimeline
AGH Wealth Advisors, LLC2,236$829K0.61%013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…2,210$819K0.55%013F-HRTimeline
STOCK YARDS BANK & TRUST CO2,172$805K0.03%013F-HRTimeline
KLCM Advisors, Inc.2,165$803K0.07%013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.2,160$801K<0.01%-2,00313F-HRTimeline
Destiny Wealth Partners, LLC2,154$798K0.09%013F-HRTimeline
MSH Capital Advisors LLC2,153$798K0.17%+1713F-HRTimeline
Cambridge Financial Group, LLC2,125$788K0.27%-1,58213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,122$787K0.02%+2513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,116$784K0.03%013F-HRTimeline
Dempze Nancy E2,102$779K0.43%013F-HRTimeline
Stronghold Wealth Management L.L.C.2,089$774K1.17%+33413F-HRTimeline
BURNS J W & CO INC/NY2,085$773K0.09%013F-HRTimeline
One Capital Management, LLC2,075$769K0.02%+69713F-HRTimeline
Sightline Wealth Advisors, LLC2,067$766K0.32%+413F-HRTimeline
Mason & Associates Inc2,102$757K0.15%+713F-HRTimeline
Martin Capital Advisors, LLP2,040$756K0.48%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,022$750K0.03%013F-HRTimelineGroup
Arax Advisory Partners2,020$749K0.02%-8913F-HRTimeline
Valmark Advisers, Inc.2,015$747K0.01%+59813F-HRTimeline
BOKF, NAin group BOKF, NA2,000$741K0.01%013F-HRTimelineGroup
Harbor Advisors LLC2,000$741K0.11%013F-HRTimeline
Clark Capital Management Group, Inc.1,993$739K<0.01%-5,37213F-HRTimeline
Topsail Wealth Management, LLC1,931$716K0.11%013F-HRTimeline
DIVERSIFIED TRUST CO1,922$713K0.01%+1613F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.1,906$707K0.57%013F-HRTimeline
Facet Wealth, Inc.1,894$702K0.01%013F-HRTimeline
SlateStone Wealth, LLC1,869$693K0.06%+113F-HRTimeline
WAYSTONE ADVISORS LLC1,866$692K0.62%013F-HRTimeline
CHOREO, LLC1,864$691K0.01%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,860$690K0.01%+313F-HRTimelineGroup
Perigon Wealth Management, LLC1,853$687K0.01%-1013F-HRTimeline
Armbruster Capital Management, Inc.1,830$678K0.11%+1113F-HRTimeline
RKL Wealth Management LLC1,819$674K0.06%+413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,806$670K0.02%-1,14813F-HRTimeline
Climber Capital SA1,800$667K0.44%013F-HRTimeline
Fiduciary Alliance LLC1,661$662K0.04%013F-HRTimeline
CIM INVESTMENT MANAGEMENT INC1,783$661K0.18%013F-HRTimeline
Joel Isaacson & Co., LLC1,770$656K0.02%+213F-HRTimeline
McLean Asset Management Corp1,752$649K0.11%013F-HRTimeline
Ellis Investment Partners, LLC1,748$648K0.11%+113F-HRTimeline
Mullaney, Keating & Wright, Inc.1,739$645K0.35%+9013F-HRTimeline
1834 INVESTMENT ADVISORS CO1,731$642K0.08%+1713F-HRTimeline
12th Street Asset Management Company, L…1,730$641K0.1%-2,31913F-HRTimeline
First Interstate Bank1,718$637K0.04%-84213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO1,716$636K0.18%-4013F-HRTimeline
ASL Financial, LLC1,715$636K0.51%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,708$633K0.01%-713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,699$630K0.01%+1,34613F-HRTimeline
MTM Investment Management, LLC1,695$628K0.2%013F-HRTimeline
Third View Private Wealth, LLC1,690$626K0.09%013F-HRTimeline
USA FINANCIAL FORMULAS1,659$615K0.12%-10013F-HRTimeline
Oxbow Advisors, LLC1,657$614K0.05%-17813F-HRTimeline
Foster Group, Inc.1,657$614K0.02%-5513F-HRTimeline
Bradley & Co. Private Wealth Management…1,653$613K0.32%013F-HRTimeline
VERITY Wealth Advisors1,651$612K0.41%013F-HRTimeline
Affinity Capital Advisors, LLC1,640$608K0.09%+113F-HRTimeline
Patten Group, Inc.1,632$605K0.11%+4913F-HRTimeline
Grey Fox Wealth Advisors, LLC1,630$604K0.12%+31213F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,626$603K0.04%+313F-HRTimeline
Ironwood Wealth Management, LLC.1,620$601K0.17%013F-HRTimeline
Root Financial Partners, LLC1,615$599K0.03%+1,13013F-HRTimeline
Pathway Financial Advisors LLC1,600$598K0.07%013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp1,590$589K<0.01%013F-HRTimelineGroup
POINCIANA ADVISORS GROUP, LLC1,587$588K0.46%013F-HRTimeline
Ashford Advisors, LLC1,583$587K0.14%013F-HRTimeline
WEALTH EFFECTS LLC1,569$582K0.21%013F-HRTimeline
Baker Avenue Asset Management, LP1,557$577K0.01%new13F-HRTimeline
HM PAYSON & CO1,550$575K0.01%013F-HRTimeline
Rehmann Capital Advisory Group1,548$574K0.03%-11813F-HRTimeline
Virtue Capital Management, LLC1,579$568K0.09%new13F-HRTimeline
RVW Wealth, LLC1,522$564K0.04%013F-HRTimeline
Mayflower Financial Advisors, LLC1,521$564K0.07%013F-HRTimeline
17 CAPITAL PARTNERS, LLC1,515$562K0.29%+7213F-HRTimeline
Vawter Financial, Ltd.1,515$562K0.24%013F-HR/ATimeline
SCOTIA CAPITAL INC.1,515$562K<0.01%013F-HRTimeline
Prospera Financial Services Inc1,505$561K0.01%+4813F-HRTimeline
MITCHELL SINKLER & STARR/PA1,500$556K0.26%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,497$555K0.01%+14513F-HRTimeline
waypoint wealth counsel1,495$554K0.29%-3,55513F-HRTimeline
REICON WEALTH ADVISORS, LLC1,495$554K0.43%013F-HRTimeline
Maridea Wealth Management LLC1,490$552K0.08%+11113F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC1,487$551K0.03%013F-HRTimeline
Collaborative Wealth Managment Inc.1,465$543K0.25%-51013F-HRTimeline
Mason & Associates, LLC1,462$542K0.12%013F-HRTimeline
CWA Asset Management Group, LLC1,449$537K0.02%013F-HRTimeline
Curry Webb Wealth Management LLC1,435$532K0.25%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC1,431$530K0.04%+213F-HRTimeline
May Hill Capital, LLC1,427$529K0.13%013F-HRTimeline
ARS Wealth Advisors Group, LLC1,415$525K0.04%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,402$520K0.02%+33213F-HRTimelineGroup
Haverford Trust Co1,400$519K<0.01%013F-HRTimeline
Gateway Wealth Partners, LLC1,398$519K0.02%+84813F-HRTimeline
WEDBUSH SECURITIES INC1,397$518K0.02%-44413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,397$518K0.01%-10913F-HRTimelineGroup
CAMDEN NATIONAL BANK1,390$515K0.07%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …1,389$515K0.01%013F-HRTimelineGroup
Blue Chip Partners, LLC1,387$514K0.04%+313F-HRTimeline
TUDOR INVESTMENT CORP ET AL1,384$513K<0.01%-12,76613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,378$511K0.01%new13F-HRTimeline
Ackerman Asset Management, LLC1,350$500K0.35%013F-HRTimeline
Meridian Wealth Management, LLC1,343$498K0.02%+2113F-HRTimeline
Daybright Advisory Services, Inc.1,341$497K0.14%013F-HRTimeline
FWG Holdings, LLC1,322$496K0.19%-66113F-HRTimeline
William Mack & Associates, Inc.1,338$496K0.28%-1413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC1,317$488K0.08%013F-HRTimeline
Detalus Advisors, LLC1,314$487K0.11%013F-HRTimeline
IFP Advisors, Inc1,276$473K0.01%+22013F-HRTimeline
Betterment LLC1,274$472K<0.01%+7513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,264$468K<0.01%+413F-HRTimelineGroup
Greenhouse Wealth Management, LLC1,260$467K0.29%013F-HRTimeline
CM WEALTH ADVISORS LLC1,252$464K0.1%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,252$464K<0.01%-77813F-HRTimelineGroup
Plancorp, LLC1,187$459K0.01%013F-HRTimeline
Summit Financial Strategies, Inc.1,221$453K0.04%-1113F-HRTimeline
Crewe Advisors LLC1,213$450K0.04%-413F-HRTimeline
Auour Investments LLC1,208$448K0.14%013F-HRTimeline
Fluent Financial, LLC1,144$447K0.16%+5413F-HRTimeline
Madrid Wealth Management, LLC1,205$447K0.34%+513F-HR/ATimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,203$446K0.01%013F-HRTimeline
Mesirow Financial Investment Management…1,199$444K0.01%-12013F-HRTimeline
VestGen Advisors, LLC1,053$440K0.01%+38213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,183$439K0.01%013F-HRTimeline
AE Wealth Management LLC1,180$437K<0.01%+14113F-HRTimeline
HARBOUR INVESTMENTS, INC.1,170$434K0.01%+113F-HRTimeline
Global Assets Advisory, LLC4,218$431K0.12%new13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV1,162$431K0.06%+27913F-HRTimeline
Shakespeare Wealth Management, LLC1,158$429K0.1%-2513F-HRTimeline
Williams Jones Wealth Management, LLC.1,150$426K0.01%013F-HRTimeline
Heck Capital Advisors, LLC1,147$425K0.03%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,139$422K0.03%013F-HRTimeline
Versant Capital Management, Inc1,139$422K0.04%+213F-HRTimeline
WJ Financial Advisors LLC1,124$417K0.34%013F-HRTimeline
NorthRock Partners, LLC1,114$413K0.01%+11413F-HRTimeline
Revolve Wealth Partners, LLC1,113$413K0.05%-113F-HRTimeline
MATHER GROUP, LLC.1,104$409K<0.01%013F-HRTimeline
Global View Capital Management LLC1,101$408K0.11%-88313F-HRTimeline
HighPoint Advisor Group LLC1,100$408K0.02%013F-HRTimeline
James J. Burns & Company, LLC1,100$408K0.06%013F-HRTimeline
Magnolia Private Wealth, LLC1,096$406K0.27%013F-HRTimeline
Lauterbach Financial Advisors, LLC1,089$404K0.2%-713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,084$402K0.01%013F-HRTimelineGroup
Pine Ridge Advisers LLC1,083$401K0.03%013F-HRTimeline
Consolidated Portfolio Review Corp1,083$401K0.04%013F-HRTimeline
Alternative Investment Advisors, LLC.1,072$397K0.18%+213F-HRTimeline
Outlook Wealth Advisors, LLC1,068$396K0.1%013F-HRTimeline
FIRST AMERICAN TRUST, FSB1,061$393K0.03%-5413F-HRTimeline
MONECO ADVISORS, LLC1,057$392K0.03%-313F-HRTimeline
J.Safra Asset Management Corp1,053$390K0.02%+213F-HRTimeline
Accurate Wealth Management, LLC1,007$389K0.05%+2513F-HRTimeline
DAVIDSON INVESTMENT ADVISORS1,050$389K0.02%013F-HR/ATimeline
Robertson Stephens Wealth Management, L…1,042$386K0.01%-10713F-HRTimeline
Rockwood Wealth Management, LLC1,038$385K0.03%013F-HRTimeline
WLTH Capital Management, LLC1,018$377K0.3%013F-HR/ATimeline
HBK Sorce Advisory LLC897$375K0.01%-18713F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,007$373K0.02%-20013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…1,007$373K0.11%013F-HRTimeline
Biltmore Family Office, LLC1,005$373K0.05%013F-HRTimeline
Manchester Capital Management LLC1,000$371K0.05%013F-HRTimeline
Capital Advisors Wealth Management, LLC1,000$371K0.05%013F-HRTimeline
Wealth Management Associates, Inc.1,000$371K0.13%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding912$369K+392Timeline
Legacy Capital Group California, Inc.987$366K0.14%013F-HRTimeline
Perennial Investment Advisors, LLC985$365K0.03%+6213F-HRTimeline
N.E.W. Advisory Services LLC982$364K0.03%013F-HRTimeline
JACOBS & CO/CA982$364K0.04%013F-HRTimeline
Avantax Planning Partners, Inc.976$362K0.01%-98313F-HRTimeline
DT Investment Partners, LLC975$361K0.03%013F-HRTimeline
Members Trust Co975$361K0.01%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP957$355K<0.01%013F-HRTimelineGroup