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Disclosery

IWV ISHARES TR

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RUSSELL 3000 ETF (fund)

802 managers (807 13F filers) reported a position in IWV shares at 2025-03-31, 25,129,874 shares in all. 36 filers opened a position and 67 filers sold out during the quarter.

Managers
802
13F filers
807
New
36
Added
215
Reduced
268
Sold out
67
Shares held by filers
25,129,874

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
NWAM LLC908$288K0.02%013F-HRTimeline
HOWE & RUSLING INC906$288K0.02%+67113F-HRTimeline
DAVIDSON INVESTMENT ADVISORS900$286K0.01%-31813F-HRTimeline
AdvisorNet Financial, Inc889$282K0.02%+17313F-HRTimeline
AE Wealth Management LLC883$280K<0.01%+7113F-HRTimeline
Schorn Wealth LLC876$278K0.09%+213F-HRTimeline
GPS Wealth Strategies Group, LLC875$278K0.04%+8113F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC864$274K0.06%013F-HRTimeline
Legacy Financial Advisors, Inc.849$270K0.05%-2313F-HRTimeline
Estate Counselors, LLC835$265K0.03%-5,28013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC826$262K0.02%-19513F-HRTimelineGroup
CFO4Life Group, LLC824$262K0.04%013F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC819$260K0.27%013F-HRTimeline
Fermata Advisors, LLC812$258K0.05%+213F-HRTimeline
Francis Financial, Inc.803$255K0.06%-1,22813F-HRTimeline
Sebold Capital Management, Inc.802$255K0.17%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management800$254K0.04%13F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.793$252K0.01%-17213F-HR/ATimelineGroup
Van Hulzen Asset Management, LLC792$252K0.02%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO787$250K0.01%-37713F-HRTimeline
Signal Advisors Wealth, LLC785$249K0.02%-23913F-HRTimeline
Frisch Financial Group, Inc.783$249K0.07%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC783$249K0.1%013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…783$249K0.12%013F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…777$247K0.01%+10013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC776$246K<0.01%-2,64513F-HRTimelineGroup
Summit Place Financial Advisors, LLC775$246K0.14%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…774$246K<0.01%013F-HR/ATimelineGroup
Sabal Trust CO768$244K0.01%013F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.768$244K0.17%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/764$243K<0.01%013F-HRTimeline
Anchor Investment Management, LLC764$243K0.02%+113F-HRTimeline
RIA Advisory Group LLC758$241K0.08%+813F-HRTimeline
CAPE ANN SAVINGS BANK755$240K0.15%013F-HRTimeline
RMR Wealth Builders753$239K0.03%013F-HRTimeline
Financial Engines Advisors L.L.C.751$239K<0.01%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC750$238K0.05%013F-HRTimeline
Strategic Financial Concepts, LLC736$234K0.04%013F-HRTimeline
Investmark Advisory Group LLC735$233K0.12%013F-HRTimeline
Auxano Advisors, LLC735$233K0.06%+613F-HRTimeline
SAPIENT CAPITAL LLC734$233K<0.01%013F-HRTimeline
WBH ADVISORY INC731$232K0.02%+11713F-HRTimeline
Merit Financial Group, LLC729$232K<0.01%-1,28513F-HRTimeline
Empire Financial Management Company, LLC726$231K0.07%-813F-HRTimeline
Cannon Financial Strategists, Inc.723$230K0.04%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…721$229K0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC721$229K<0.01%-2,06413F-HRTimelineGroup
Sterneck Capital Management, LLC716$227K0.12%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC713$226K0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…712$226K0.04%-14813F-HRTimelineGroup
Cornerstone Wealth Group, LLC711$226K0.02%-6213F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT709$225K0.01%013F-HRTimeline
Principle Wealth Partners LLC704$224K0.02%013F-HRTimeline
Campion Asset Management702$223K0.17%-2013F-HRTimeline
Legacy Advisors, LLC701$223K0.02%013F-HRTimeline
Acropolis Investment Management, LLC700$222K0.01%013F-HRTimeline
Bawa N Mallick Trust700$222K0.11%013F-HRTimeline
Grant Street Asset Management, Inc.696$221K0.05%013F-HRTimeline
Canopy Partners, LLC682$217K0.08%013F-HRTimeline
UPTICK PARTNERS, LLC682$217K0.07%013F-HRTimeline
Cadence Bank682$217K0.02%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC681$216K0.03%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…710$216K<0.01%-1513F-HRTimeline
First Command Advisory Services, Inc.680$216K<0.01%-4313F-HRTimeline
McLean Asset Management Corp765$215K0.07%new13F-HRTimeline
Naviter Wealth, LLC680$215K0.03%013F-HRTimeline
Florida Trust Wealth Management Co675$214K0.01%013F-HRTimeline
GWN SECURITIES INC.629$210K0.01%-10613F-HRTimeline
Marquette Asset Management, LLC661$210K0.04%013F-HRTimeline
CRA Financial Services, LLC660$210K0.04%+1013F-HRTimeline
Philip James Wealth Mangement, LLC659$209K0.03%+213F-HRTimeline
One Charles Private Wealth Services, LLC657$209K0.07%013F-HRTimeline
Foguth Wealth Management, LLC.656$208K0.05%-6313F-HRTimeline
DecisionMap Wealth Management, LLC651$207K0.16%new13F-HRTimeline
Meridian Wealth Partners, LLC650$207K0.03%-3013F-HRTimeline
ROCKLAND TRUST CO650$206K0.01%013F-HRTimeline
Birch Hill Investment Advisors LLC650$206K0.01%013F-HRTimeline
Rezny Wealth Management, Inc.650$206K0.05%013F-HRTimeline
Private Wealth Management Group, LLC645$205K0.08%013F-HRTimeline
OneDigital Investment Advisors LLC635$202K<0.01%-61913F-HRTimeline
SwitchPoint Financial Planning, LLC634$201K0.19%013F-HRTimeline
WESBANCO BANK INC634$201K0.01%013F-HRTimeline
Pacific Center for Financial Services630$200K0.05%013F-HRTimeline
Sandy Spring Bank624$198K0.01%013F-HRTimeline
Granite FO LLC612$194K0.11%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC593$188K0.01%013F-HRTimeline
Synergy Investment Management, LLC591$188K0.08%+613F-HRTimeline
Wayfinding Financial, LLC584$185K0.08%new13F-HRTimeline
Newton One Investments LLC582$185K0.07%-6313F-HRTimeline
UNION SAVINGS BANK578$184K0.09%013F-HRTimeline
WealthShield Partners, LLC561$178K0.02%+20213F-HRTimeline
DUNCKER STREETT & CO INC560$178K0.04%013F-HRTimeline
ALBION FINANCIAL GROUP /UT558$177K0.01%013F-HRTimeline
MCF Advisors LLC550$175K0.01%013F-HRTimeline
Security National Bank509$162K0.03%+24213F-HRTimeline
Beaird Harris Wealth Management, LLC504$160K0.01%new13F-HRTimeline
Grove Bank & Trust500$159K0.02%013F-HRTimeline
Plante Moran Financial Advisors, LLC495$157K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC487$155K0.06%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC473$150K0.01%013F-HRTimeline
Key Financial Inc472$150K0.03%013F-HRTimeline
SIGNATUREFD, LLC468$149K<0.01%+2113F-HRTimeline
Golden State Wealth Management, LLC449$143K0.02%-1913F-HR/ATimeline
Addison Advisors LLC443$141K0.04%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…435$138K0.04%013F-HRTimeline
Parkside Financial Bank & Trust421$134K0.02%+113F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …413$131K0.03%13F-HRTimelineGroup
Prestige Wealth Management Group LLC402$128K0.03%+113F-HR/ATimeline
PITTENGER & ANDERSON INC400$127K<0.01%013F-HRTimeline
TSFG, LLC400$127K0.03%013F-HRTimeline
Realta Investment Advisors395$125K0.06%013F-HRTimeline
TFC Financial Management, Inc.375$119K0.02%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS350$111K0.05%-513F-HRTimeline
Abound Wealth Management343$109K0.04%-4513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC335$106K<0.01%-1,08313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC330$105K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.302$96K0.04%013F-HRTimeline
Front Row Advisors LLC300$95.3K0.04%013F-HRTimeline
NWK Group, Inc.293$93.1K0.04%013F-HRTimeline
one8zero8, LLC290$92.1K0.02%013F-HRTimeline
Cranbrook Wealth Management, LLC275$87.4K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…265$84.2K<0.01%-313F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners261$82.9K0.01%013F-HRTimelineGroup
Tower View Wealth Management LLC248$78.8K0.05%-1613F-HRTimeline
Founders Financial Alliance, LLC240$76.3K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc226$75.5K0.02%013F-HRTimeline
LONDON CO OF VIRGINIA231$73.3K<0.01%-5213F-HRTimeline
Bangor Savings Bank225$71.5K0.01%013F-HRTimeline
Hexagon Capital Partners LLC214$68K0.01%013F-HRTimeline
Millstone Evans Group, LLC208$66.1K0.04%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.198$62.9K0.05%-9513F-HRTimeline
Pflug Koory, LLC197$62.7K0.03%013F-HRTimeline
JNBA Financial Advisors193$61.4K0.01%+7013F-HRTimeline
Copia Wealth Management192$61K0.06%013F-HRTimeline
Stone House Investment Management, LLC191$60.6K0.01%-14,29113F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN184$58.4K0.01%-813F-HRTimeline
Legacies Wealth LLC175$55.6K0.04%013F-HRTimeline
Silicon Valley Capital Partners166$52.5K0.01%013F-HRTimeline
Laurel Wealth Advisors LLC165$52.4K0.01%013F-HRTimeline
Parallel Advisors, LLC164$52.1K<0.01%-3013F-HRTimeline
TRUST CO OF VERMONT156$49.6K<0.01%new13F-HRTimeline
ORG Partners LLC152$48.5K0.01%013F-HRTimeline
Truvestments Capital LLC149$47.3K0.01%+5013F-HRTimeline
Tidemark, LLC148$47K0.02%013F-HRTimeline
Blue Trust, Inc.147$46.7K<0.01%+2613F-HRTimeline
BALLAST ADVISORS LLC141$44.9K0.01%013F-HRTimeline
Sunbelt Securities, Inc.141$44.8K<0.01%+513F-HRTimeline
Atlantic Private Wealth, LLC140$44.4K0.03%+113F-HRTimeline
Garde Capital, Inc.138$43.8K<0.01%new13F-HRTimeline
Horizons Wealth Management122$38.8K0.03%013F-HRTimeline
Financial Connections Group, Inc.120$38K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC108$36.1K<0.01%013F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC109$34.6K<0.01%013F-HRTimeline
Hughes Financial Services, LLC108$34.4K0.01%new13F-HRTimeline
MONETARY MANAGEMENT GROUP INC100$31.8K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…100$31.8K<0.01%013F-HRTimeline
Caldwell Trust Co98$31.1K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.100$31K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.93$29.5K<0.01%013F-HRTimeline
Park Place Capital Corp90$28.6K0.01%013F-HRTimeline
Beacon Capital Management, LLC89$28.2K<0.01%013F-HRTimeline
Breakwater Investment Management83$26.4K0.01%013F-HRTimeline
NorthRock Partners, LLC80$25.4K<0.01%new13F-HRTimeline
2UniFi Bank75$25.4K0.02%013F-HRTimeline
Game Plan Financial Advisors, LLC75$23.8K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC75$23.8K0.01%013F-HRTimelineGroup
Activest Wealth Management73$23.2K0.01%013F-HRTimeline
JDM Financial Group LLC73$23.1K0.01%013F-HRTimeline
MOTCO68$21.6K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC60$19.1K0.01%-9113F-HRTimeline
Coston, McIsaac & Partners59$18K0.01%013F-HRTimeline
Center for Financial Planning, Inc.56$17.8K<0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC56$17.8K0.01%013F-HRTimeline
CNB Bank50$15.9K0.01%013F-HRTimeline
Financial Perspectives, Inc50$15.9K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC50$15.9K<0.01%013F-HRTimeline
Operose Advisors LLC49$15.6K0.01%013F-HRTimeline
Glassman Wealth Services49$15.5K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/47$14.9K0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.44$14K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/43$13.7K<0.01%013F-HRTimelineGroup
Trust Co33$10.6K<0.01%+1413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…32$10.2K<0.01%+3013F-HRTimelineGroup
Cornerstone Planning Group LLC32$9.83K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…30$9.78K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC31$9.77K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC30$9.53K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC26$8.36K<0.01%013F-HRTimeline
North Star Investment Management Corp.19$6.04K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC13$4.13K<0.01%-313F-HRTimeline
GW&K Investment Management, LLC14$4K<0.01%013F-HRTimeline
Larson Financial Group LLC12$3.81K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC11$3.49K<0.01%013F-HRTimeline
Continuum Advisory, LLC11$3.49K<0.01%+213F-HRTimeline
WOLFF WIESE MAGANA LLC10$3.18K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10$3.18K<0.01%013F-HRTimeline
BFSG, LLC9$2.86K<0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5$1.7K<0.01%013F-HR/ATimeline
Nemes Rush Group LLC4$1.27K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC1$318<0.01%013F-HRTimeline