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Disclosery

IWV ISHARES TR

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RUSSELL 3000 ETF (fund)

903 managers (913 13F filers) reported a position in IWV shares at 2026-06-30, 27,321,325 shares in all. 86 filers opened a position and 36 filers sold out during the quarter.

Managers
903
13F filers
913
New
86
Added
210
Reduced
277
Sold out
36
Shares held by filers
27,321,325

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Blom & Howell Financial Planning, Inc.938$400K0.33%-713F-HRTimeline
Cornerstone Capital, Inc.934$398K0.04%013F-HRTimeline
KPP Advisory Services LLC921$393K0.05%013F-HRTimeline
HBK Sorce Advisory LLC897$393K0.01%013F-HRTimeline
Thomasville National Bank919$392K0.02%13F-HRTimeline
Perennial Investment Advisors, LLC918$392K0.03%-6713F-HRTimeline
COOKSON PEIRCE & CO INC917$391K0.01%+12913F-HRTimeline
NWAM LLC908$387K0.02%013F-HRTimeline
Kesler, Norman & Wride, LLC900$384K0.06%013F-HRTimeline
Veracity Capital LLC891$380K0.1%+5113F-HRTimeline
AdvisorNet Financial, Inc886$378K0.02%+213F-HRTimeline
Accurate Wealth Management, LLC876$376K0.04%-13113F-HRTimeline
HighPoint Advisor Group LLC878$374K0.01%-22213F-HRTimeline
Navigation Group, LLC876$374K0.07%013F-HRTimeline
Broussard Financial Group LLC873$372K0.3%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.864$368K0.05%013F-HRTimeline
Meridian Wealth Partners, LLC863$368K0.04%-2813F-HRTimeline
Linden Thomas Advisory Services, LLC861$367K0.03%+13813F-HRTimeline
Capital Squared Financial LLC859$366K0.24%-2413F-HRTimeline
Vestmark Advisory Solutions, Inc.855$365K<0.01%+1013F-HRTimeline
Reynders McVeigh Capital Management, LLC851$363K0.02%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC845$360K0.01%+113F-HRTimeline
Alternative Investment Advisors, LLC.832$355K0.14%-24013F-HRTimeline
United Advisor Group, LLC831$354K0.04%+17513F-HRTimeline
Capital Investment Advisors, LLC831$354K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC824$351K<0.01%+3713F-HRTimelineGroup
Keating Financial Advisory Services, In…820$350K0.05%-3613F-HRTimeline
VestGen Advisors, LLC819$349K0.01%-23413F-HRTimeline
Tepp RIA, LLC816$348K0.24%-413F-HRTimeline
Arkadios Wealth Advisors807$344K0.01%+813F-HRTimeline
J. Derek Lewis & Associates Inc.804$343K0.06%013F-HRTimeline
Francis Financial, Inc.803$342K0.06%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management800$341K0.04%013F-HRTimelineGroup
Willis Johnson & Associates, Inc.795$339K0.02%-813F-HRTimeline
Western Wealth Management, LLC794$338K0.01%-2613F-HRTimeline
Galvin, Gaustad & Stein, LLC792$338K0.02%+113F-HRTimeline
BostonPremier Wealth LLC784$334K0.14%+14613F-HRTimeline
Frisch Financial Group, Inc.783$334K0.06%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC783$334K0.06%013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…782$334K0.1%-113F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…777$331K0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…776$331K<0.01%-48813F-HRTimelineGroup
Summit Financial, LLC772$329K<0.01%new13F-HRTimeline
Core Wealth Management, Inc.769$328K0.09%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/764$326K<0.01%013F-HRTimeline
Kera Capital Partners, Inc.764$326K0.03%new13F-HRTimeline
Capital Investment Counsel, LLC761$325K0.04%013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.761$324K<0.01%-1,39913F-HRTimeline
RMR Wealth Builders757$323K0.02%+113F-HRTimeline
PFG Advisors754$322K0.02%-313F-HRTimeline
Legacy Financial Advisors, Inc.754$322K0.04%-113F-HRTimeline
BURLING WEALTH PARTNERS, LLC750$320K0.05%013F-HRTimeline
M3 Advisory Group, LLC745$318K0.16%+213F-HRTimeline
Anchor Investment Management, LLC742$316K0.02%-1413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC741$316K0.02%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC740$316K0.01%-13513F-HRTimeline
SAPIENT CAPITAL LLC734$313K<0.01%013F-HR/ATimeline
Investmark Advisory Group LLC729$311K0.12%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …727$310K<0.01%-52513F-HRTimelineGroup
Cannon Financial Strategists, Inc.723$308K0.04%013F-HRTimeline
Summit Place Financial Advisors, LLC720$307K0.13%-2513F-HRTimeline
Evanson Financial, LLC716$305K0.01%13F-HRTimeline
Gateway Wealth Partners, LLC713$304K0.02%-68513F-HRTimeline
Shepherd Street Advisors LLC708$304K0.27%013F-HRTimeline
Bluespring Wealth Management, LLC710$303K0.01%new13F-HRTimeline
Tribridge Partners Financial LLC715$301K0.12%-20313F-HRTimeline
Briggs Wealth Management, Inc706$301K0.27%-8213F-HRTimeline
Legacy Advisors, LLC704$300K0.03%013F-HRTimeline
Petersen Hastings Wealth Advisors Inc.704$300K0.03%013F-HRTimeline
Bawa N Mallick Trust700$298K0.1%013F-HRTimeline
Pacific Center for Financial Services699$298K0.07%+3613F-HRTimeline
EARNED WEALTH ADVISORS, LLC698$298K0.02%+12513F-HRTimeline
RIA Advisory Group LLC697$297K0.07%+113F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC694$296K0.02%+5113F-HRTimelineGroup
BINGHAM PRIVATE WEALTH, LLC691$295K0.2%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO686$293K0.02%013F-HRTimeline
Van Hulzen Asset Management, LLC685$292K0.02%-4013F-HRTimeline
Winthrop Partners - WNY, LLC685$292K0.14%013F-HRTimeline
Canopy Partners, LLC682$291K0.09%013F-HRTimeline
Salomon & Ludwin, LLC683$291K0.02%-10313F-HRTimeline
Benchmark Financial, LLC680$290K0.24%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…675$288K<0.01%-3513F-HRTimeline
Florida Trust Wealth Management Co675$288K0.01%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL673$287K<0.01%-71113F-HRTimeline
OneDigital Investment Advisors LLC672$287K<0.01%013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC668$285K0.04%013F-HR/ATimeline
Grant Street Asset Management, Inc.668$285K0.05%+213F-HRTimeline
Marquette Asset Management, LLC661$282K0.04%013F-HRTimeline
Ridgewood Investments LLC658$281K0.11%013F-HRTimeline
QTR Family Wealth, LLC658$281K0.1%013F-HRTimeline
Schorn Wealth LLC654$279K0.07%+113F-HRTimeline
CFG Wealth Management Services, Inc.813$279K0.26%013F-HRTimeline
Naviter Wealth, LLC650$277K0.03%013F-HRTimeline
B. Riley Wealth Advisors, Inc.650$275K0.02%013F-HRTimeline
Private Wealth Management Group, LLC645$275K0.06%013F-HRTimeline
Dana Investment Advisors, Inc.634$270K0.01%013F-HRTimeline
SwitchPoint Financial Planning, LLC634$270K0.16%013F-HRTimeline
Empire Financial Management Company, LLC634$270K0.11%013F-HRTimeline
Carnegie Investment Counsel633$270K0.01%013F-HRTimeline
Birch Hill Investment Advisors LLC630$269K0.01%013F-HRTimeline
Qube Research & Technologies Ltd627$267K<0.01%new13F-HRTimeline
Penobscot Investment Management Company…626$267K0.02%013F-HRTimeline
Main Street Financial Solutions, LLC617$263K0.02%new13F-HRTimeline
LJI Wealth Management, LLC615$262K0.04%013F-HRTimeline
Granite FO LLC612$261K0.14%013F-HRTimeline
Partners in Financial Planning611$261K0.04%013F-HRTimeline
BSW Wealth Partners609$260K0.03%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC603$257K0.01%013F-HRTimelineGroup
CCG WEALTH MANAGEMENT, LLC602$257K0.06%013F-HRTimeline
CRA Financial Services, LLC600$256K0.03%013F-HRTimeline
Stone Wealth Partners596$254K0.19%013F-HRTimeline
Napier Financial, LLC596$254K0.05%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC593$253K0.01%013F-HRTimeline
Parkside Investments, LLC589$251K0.03%new13F-HRTimeline
Wayfinding Financial, LLC584$249K0.09%013F-HRTimeline
Baltimore-Washington Financial Advisors…582$248K0.01%new13F-HRTimeline
Mutual Advisors, LLC568$242K<0.01%013F-HRTimeline
BURNEY CO/566$241K0.01%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC566$241K0.03%+213F-HRTimeline
ALBION FINANCIAL GROUP /UT558$238K0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC555$237K0.02%013F-HRTimeline
Allegheny Financial Group551$235K0.02%+113F-HRTimeline
BetterWealth, LLC551$235K0.04%013F-HRTimeline
MCF Advisors LLC550$235K0.01%013F-HRTimeline
Kearns & Associates LLC549$234K0.11%013F-HRTimeline
Optivise Advisory Services LLC549$234K0.12%-7313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK545$232K<0.01%013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC545$232K<0.01%-3713F-HRTimelineGroup
CAPE ANN SAVINGS BANK540$230K0.11%013F-HRTimeline
Tempo Wealth, LLC539$230K0.03%new13F-HRTimeline
Godfrey Financial Associates, Inc.531$226K0.17%-1513F-HRTimeline
Innovative Asset Advisors Group, LLC530$226K0.1%+22213F-HRTimeline
Peak Retirement Planning, Inc.525$224K0.04%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI525$224K0.01%new13F-HRTimeline
UPTICK PARTNERS, LLC520$222K0.03%new13F-HRTimeline
Synergy Investment Management, LLC518$221K0.05%-913F-HRTimeline
GSG Advisors LLC517$221K0.05%new13F-HRTimeline
Innova Wealth Partners517$221K0.09%new13F-HRTimeline
Marks Group Wealth Management, Inc517$220K0.02%-2813F-HRTimeline
First Command Advisory Services, Inc.514$219K<0.01%-6013F-HRTimeline
Riverstone Advisors, LLC514$219K0.09%new13F-HRTimeline
Avior Wealth Management, LLC511$218K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…510$217K0.01%new13F-HRTimelineGroup
Passive Capital Management, LLC.561$217K0.07%013F-HRTimeline
Friedenthal Financial508$217K0.1%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV505$215K0.01%-5013F-HRTimeline
Cornerstone Wealth Management, LLC503$214K0.01%new13F-HRTimeline
Campion Asset Management501$214K0.13%new13F-HRTimeline
Grove Bank & Trust500$213K0.02%-2,90013F-HRTimeline
Bensler, LLC500$213K0.02%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC499$213K0.02%new13F-HRTimeline
Legacy Edge Advisors, LLC499$213K0.02%new13F-HR/ATimeline
Harfst & Associates, Inc.496$211K0.03%new13F-HRTimeline
Omega Financial Group, LLC495$211K0.06%new13F-HRTimeline
Financial Enhancement Group LLC493$210K0.03%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…492$210K0.01%new13F-HRTimelineGroup
PACES FERRY WEALTH ADVISORS, LLC492$210K0.08%new13F-HRTimeline
GWN SECURITIES INC.491$209K0.04%new13F-HRTimeline
Shepherd Financial Partners LLC491$209K0.02%new13F-HRTimeline
Auxano Advisors, LLC490$209K0.04%-17613F-HRTimeline
Tradition Wealth Management, LLC489$209K0.01%new13F-HRTimeline
Estate Planners Group, LLC488$208K0.09%new13F-HRTimeline
VSM Wealth Advisory, LLC487$208K0.06%013F-HRTimeline
Austin Wealth Management, LLC490$207K0.04%new13F-HRTimeline
Principle Wealth Partners LLC486$207K0.01%-27813F-HRTimeline
WHALEROCK POINT PARTNERS, LLC485$207K0.04%new13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC485$207K0.02%new13F-HRTimeline
POWER WEALTH MANAGEMENT LLC485$207K0.07%new13F-HRTimeline
Aletheian Wealth Advisors LLC484$206K0.09%new13F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC482$206K0.01%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC482$206K<0.01%new13F-HRTimelineGroup
Flagship Private Wealth, LLC479$204K0.07%new13F-HRTimeline
Foundations Investment Advisors, LLC477$203K<0.01%new13F-HRTimeline
FF Advisors,LLC476$203K0.08%new13F-HRTimeline
Paradigm, Strategies in Wealth Manageme…474$202K0.12%new13F-HRTimeline
Linscomb Wealth, Inc.474$202K0.01%new13F-HRTimeline
CFO4Life Group, LLC474$202K0.03%new13F-HRTimeline
Morton Capital Management LLC/CA474$202K0.03%new13F-HRTimeline
GLOBALT Investments LLC / GA474$202K0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC473$202K0.01%013F-HRTimeline
Wealth Advisors Northwest LLC473$202K0.07%new13F-HRTimeline
DAVENPORT & Co LLC473$202K<0.01%new13F-HRTimeline
Newton One Investments LLC469$200K0.05%-413F-HRTimeline
Align Financial, LLC465$198K0.1%013F-HRTimeline
PITTENGER & ANDERSON INC428$182K0.01%013F-HRTimeline
Key Financial Inc425$181K0.03%013F-HRTimeline
Parkside Financial Bank & Trust423$180K0.01%+113F-HRTimeline
Prestige Wealth Management Group LLC407$174K0.03%+113F-HRTimeline
TSFG, LLC400$171K0.02%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.395$168K0.02%+19513F-HRTimeline
Realta Investment Advisors395$168K0.05%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …390$166K0.03%13F-HRTimelineGroup
Security National Bank379$162K0.02%013F-HRTimeline
TFC Financial Management, Inc.375$160K0.02%013F-HRTimeline
Acumen Wealth Advisors, LLC372$159K0.03%-40913F-HRTimeline
Kilter Group LLC370$158K0.06%013F-HRTimeline
Plante Moran Financial Advisors, LLC368$157K0.01%013F-HRTimeline
Golden State Wealth Management, LLC358$153K0.01%-413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…355$151K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/343$146K<0.01%+30013F-HRTimelineGroup