IWV ISHARES TR

RUSSELL 3000 ETF (fund)

820 managers (825 13F filers) reported a position in IWV shares at 2025-06-30, 26,662,029 shares in all. 53 filers opened a position and 38 filers sold out during the quarter.

Managers: 820
13F filers: 825
New: 53
Added: 215
Reduced: 263
Sold out: 38
Shares held by filers: 26,662,029

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
TWO SIGMA SECURITIES, LLC	978	$343K	0.04%	new	13F-HR Timeline
DT Investment Partners, LLC	975	$342K	0.03%	0	13F-HR Timeline
Members Trust Co	975	$342K	0.01%	0	13F-HR Timeline
Altiora Financial Group, LLC	967	$339K	0.07%	0	13F-HR Timeline
Cornerstone Capital, Inc.	959	$337K	0.04%	-235	13F-HR Timeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP	957	$336K	<0.01%	0	13F-HR Timeline Group
Capital Squared Financial LLC	952	$334K	0.39%		13F-HR Timeline
HARBOUR INVESTMENTS, INC.	951	$334K	0.01%	0	13F-HR Timeline
Merit Financial Group, LLC	942	$330K	<0.01%	+213	13F-HR Timeline
Perennial Investment Advisors, LLC	919	$323K	0.03%	-133	13F-HR Timeline
Thomasville National Bank	919	$323K	0.02%	0	13F-HR Timeline
Promus Capital, LLC	918	$322K	0.21%	0	13F-HR/A Timeline
Tribridge Partners Financial LLC	918	$322K	0.19%		13F-HR Timeline
NWAM LLC	908	$320K	0.02%	0	13F-HR/A Timeline
Reynders McVeigh Capital Management, LLC	901	$316K	0.02%	-200	13F-HR Timeline
DAVIDSON INVESTMENT ADVISORS	900	$316K	0.01%	0	13F-HR Timeline
ECLECTIC ASSOCIATES INC /ADV	897	$315K	0.07%	-68	13F-HR Timeline
AdvisorNet Financial, Inc	891	$313K	0.02%	+2	13F-HR Timeline
Schorn Wealth LLC	878	$308K	0.1%	+2	13F-HR Timeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC	878	$308K	0.03%	+52	13F-HR Timeline Group
SCHNIEDERS CAPITAL MANAGEMENT LLC	864	$303K	0.05%	0	13F-HR Timeline
Legacy Financial Advisors, Inc.	849	$298K	0.05%	0	13F-HR Timeline
Salomon & Ludwin, LLC	843	$298K	0.03%	-88	13F-HR Timeline
StoneX Group Inc.in group StoneX Group Inc.	839	$295K	0.01%	+46	13F-HR Timeline Group
GPS Wealth Strategies Group, LLC	824	$289K	0.03%	-51	13F-HR Timeline
Tepp RIA, LLC	819	$287K	0.37%	-244	13F-HR Timeline
BINGHAM PRIVATE WEALTH, LLC	819	$287K	0.27%	0	13F-HR Timeline
Francis Financial, Inc.	803	$282K	0.07%	0	13F-HR Timeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management	800	$281K	0.04%	0	13F-HR Timeline Group
Sebold Capital Management, Inc.	784	$275K	0.17%	-18	13F-HR Timeline
Frisch Financial Group, Inc.	783	$275K	0.07%	0	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	783	$275K	0.08%	0	13F-HR Timeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…	783	$275K	0.12%	0	13F-HR Timeline Group
BEACON INVESTMENT ADVISORY SERVICES, IN…	777	$273K	0.01%	0	13F-HR Timeline
Summit Place Financial Advisors, LLC	775	$272K	0.14%	0	13F-HR Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…	776	$272K	<0.01%	+2	13F-HR/A Timeline Group
HANCOCK WHITNEY CORP	768	$270K	0.01%	new	13F-HR Timeline
AHL INVESTMENT MANAGEMENT, INC.	768	$270K	0.18%	0	13F-HR Timeline
PRICE T ROWE ASSOCIATES INC /MD/	764	$269K	<0.01%	0	13F-HR Timeline
Anchor Investment Management, LLC	765	$269K	0.02%	+1	13F-HR Timeline
CAPE ANN SAVINGS BANK	755	$265K	0.16%	0	13F-HR Timeline
RMR Wealth Builders	754	$265K	0.02%	+1	13F-HR Timeline
RIA Advisory Group LLC	750	$263K	0.08%	-8	13F-HR Timeline
BURLING WEALTH PARTNERS, LLC	750	$263K	0.05%	0	13F-HR Timeline
Van Hulzen Asset Management, LLC	741	$260K	0.02%	-51	13F-HR Timeline
M3 Advisory Group, LLC	738	$259K	0.18%	new	13F-HR Timeline
HOWE & RUSLING INC	737	$259K	0.02%	-169	13F-HR Timeline
Investmark Advisory Group LLC	735	$258K	0.12%	0	13F-HR Timeline
Auxano Advisors, LLC	735	$258K	0.06%	0	13F-HR Timeline
SAPIENT CAPITAL LLC	734	$258K	<0.01%	0	13F-HR Timeline
Cannon Financial Strategists, Inc.	723	$254K	0.04%	0	13F-HR Timeline
Strategic Financial Concepts, LLC	716	$251K	0.04%	-20	13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	713	$250K	0.01%	0	13F-HR Timeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…	710	$249K	<0.01%	0	13F-HR Timeline
B. Riley Wealth Advisors, Inc.	710	$249K	0.01%	-1,559	13F-HR Timeline
MERITAGE PORTFOLIO MANAGEMENT	709	$249K	0.02%	0	13F-HR Timeline
Empire Financial Management Company, LLC	708	$249K	0.07%	-18	13F-HR Timeline
Acropolis Investment Management, LLC	700	$246K	0.01%	0	13F-HR Timeline
Centurion Wealth Management LLC	700	$246K	0.07%	new	13F-HR Timeline
Bawa N Mallick Trust	700	$246K	0.1%	0	13F-HR Timeline
FIRST CITIZENS BANK & TRUST CO	696	$244K	<0.01%	-91	13F-HR Timeline
Campion Asset Management	694	$244K	0.18%	-8	13F-HR Timeline
SUMMIT WEALTH GROUP LLC / CO	686	$241K	0.06%		13F-HR Timeline
Cadence Bank	682	$239K	0.02%	0	13F-HR Timeline
Canopy Partners, LLC	682	$239K	0.09%	0	13F-HR Timeline
UPTICK PARTNERS, LLC	682	$239K	0.07%	0	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	681	$239K	0.02%	0	13F-HR Timeline
Naviter Wealth, LLC	680	$239K	0.03%	0	13F-HR Timeline
Grant Street Asset Management, Inc.	680	$239K	0.05%	-16	13F-HR Timeline
Florida Trust Wealth Management Co	675	$237K	0.01%	0	13F-HR Timeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…	674	$237K	0.04%	-38	13F-HR Timeline Group
CIM INVESTMENT MANAGEMENT INC	668	$234K	0.04%	-755	13F-HR Timeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	668	$234K	0.05%	new	13F-HR Timeline
Marquette Asset Management, LLC	661	$232K	0.04%	0	13F-HR Timeline
Philip James Wealth Mangement, LLC	661	$232K	0.03%	+2	13F-HR Timeline
CRA Financial Services, LLC	660	$232K	0.04%	0	13F-HR Timeline
CFO4Life Group, LLC	659	$231K	0.04%	-165	13F-HR Timeline
One Charles Private Wealth Services, LLC	657	$231K	0.06%	0	13F-HR Timeline
KPP Advisory Services LLC	654	$230K	0.04%	new	13F-HR/A Timeline
Meridian Wealth Partners, LLC	650	$228K	0.03%	0	13F-HR Timeline
ROCKLAND TRUST CO	650	$228K	0.01%	0	13F-HR Timeline
Birch Hill Investment Advisors LLC	650	$228K	0.01%	0	13F-HR Timeline
Rezny Wealth Management, Inc.	650	$228K	0.05%	0	13F-HR Timeline
Williams Jones Wealth Management, LLC.	650	$228K	<0.01%	new	13F-HR Timeline
LJI Wealth Management, LLC	647	$227K	0.04%	new	13F-HR Timeline
Private Wealth Management Group, LLC	645	$226K	0.08%	0	13F-HR Timeline
OneDigital Investment Advisors LLC	635	$223K	<0.01%	0	13F-HR Timeline
SwitchPoint Financial Planning, LLC	634	$223K	0.18%	0	13F-HR Timeline
Pacific Center for Financial Services	630	$221K	0.06%	0	13F-HR Timeline
First Command Advisory Services, Inc.	629	$221K	<0.01%	-51	13F-HR Timeline
Penobscot Investment Management Company…	626	$220K	0.02%	new	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	625	$219K	0.01%	new	13F-HR Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp	624	$219K	0.01%	new	13F-HR Timeline Group
Granite FO LLC	612	$215K	0.12%	0	13F-HR Timeline
Partners in Financial Planning	611	$214K	0.04%	new	13F-HR Timeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC	603	$212K	<0.01%	new	13F-HR Timeline Group
CREATIVE FINANCIAL DESIGNS INC /ADV	601	$211K	0.02%	new	13F-HR Timeline
TUDOR INVESTMENT CORP ET AL	601	$211K	<0.01%	new	13F-HR Timeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …	576	$210K	0.01%	new	13F-HR Timeline Group
Wayfinding Financial, LLC	584	$209K	0.09%	0	13F-HR Timeline
Alpha Cubed Investments, LLC	594	$208K	0.01%	new	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	593	$208K	0.01%	0	13F-HR Timeline
UNION SAVINGS BANK	578	$207K	0.1%	0	13F-HR Timeline
Newton One Investments LLC	583	$205K	0.06%	+1	13F-HR Timeline
Mutual Advisors, LLC	562	$204K	0.01%	new	13F-HR Timeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC	580	$204K	<0.01%	new	13F-HR Timeline Group
Procyon Advisors, LLC	575	$202K	0.02%	-1,679	13F-HR Timeline
Strategic Advocates LLC	574	$201K	0.06%	new	13F-HR Timeline
EARNED WEALTH ADVISORS, LLC	573	$201K	0.04%	new	13F-HR Timeline
DUNCKER STREETT & CO INC	560	$197K	0.04%	0	13F-HR Timeline
ALBION FINANCIAL GROUP /UT	558	$196K	0.01%	0	13F-HR Timeline
MCF Advisors LLC	550	$193K	0.01%	0	13F-HR Timeline
Parallel Advisors, LLC	546	$192K	<0.01%	+382	13F-HR Timeline
ELEVATION POINT WEALTH PARTNERS, LLC	533	$187K	0.01%	new	13F-HR/A Timeline
WealthShield Partners, LLC	532	$187K	0.02%	-29	13F-HR Timeline
Security National Bank	509	$179K	0.03%	0	13F-HR Timeline
Beaird Harris Wealth Management, LLC	504	$177K	0.01%	0	13F-HR Timeline
Grove Bank & Trust	500	$176K	0.02%	0	13F-HR Timeline
VSM Wealth Advisory, LLC	487	$171K	0.06%	0	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	473	$166K	0.01%	0	13F-HR Timeline
Key Financial Inc	472	$166K	0.03%	0	13F-HR Timeline
SIGNATUREFD, LLC	447	$157K	<0.01%	-21	13F-HR Timeline
Addison Advisors LLC	443	$155K	0.04%	0	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	435	$153K	0.04%	0	13F-HR Timeline
Parkside Financial Bank & Trust	421	$148K	0.02%	0	13F-HR Timeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …	413	$145K	0.03%		13F-HR Timeline Group
Prestige Wealth Management Group LLC	403	$142K	0.03%	+1	13F-HR/A Timeline
TSFG, LLC	400	$140K	0.03%	0	13F-HR Timeline
PITTENGER & ANDERSON INC	395	$139K	0.01%	-5	13F-HR Timeline
Realta Investment Advisors	395	$139K	0.05%	0	13F-HR Timeline
TFC Financial Management, Inc.	375	$132K	0.02%	0	13F-HR Timeline
Kilter Group LLC	370	$130K	0.06%	new	13F-HR Timeline
OPTIMUM INVESTMENT ADVISORS	350	$123K	0.05%	0	13F-HR Timeline
Golden State Wealth Management, LLC	345	$121K	0.01%	-104	13F-HR Timeline
Abound Wealth Management	343	$120K	0.03%	0	13F-HR Timeline
SALEM INVESTMENT COUNSELORS INC	325	$114K	<0.01%	-5	13F-HR/A Timeline
Cape Investment Advisory, Inc.	303	$106K	0.04%	+1	13F-HR Timeline
Front Row Advisors LLC	300	$105K	0.04%	0	13F-HR Timeline
NWK Group, Inc.	293	$103K	0.04%	0	13F-HR Timeline
one8zero8, LLC	290	$102K	0.02%	0	13F-HR Timeline
Strategic Wealth Partners, Ltd.	289	$101K	0.01%		13F-HR Timeline
ROWLANDMILLER & PARTNERS.ADV	285	$100K	0.02%	new	13F-HR Timeline
Cranbrook Wealth Management, LLC	275	$96.5K	0.02%	0	13F-HR Timeline
Concord Wealth Partnersin group Concord Wealth Partners	262	$91.8K	0.01%	+1	13F-HR Timeline Group
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	248	$87K	<0.01%	-17	13F-HR Timeline Group
JNBA Financial Advisors	240	$84.3K	0.01%	+47	13F-HR Timeline
Tower View Wealth Management LLC	239	$83.8K	0.04%	-9	13F-HR Timeline
Founders Financial Alliance, LLC	236	$82.8K	0.02%	-4	13F-HR Timeline
Bangor Savings Bank	225	$79K	0.01%	0	13F-HR Timeline
Millstone Evans Group, LLC	208	$73K	0.05%	0	13F-HR Timeline
Centennial Bank/AR/in group Centennial Bank/AR/	207	$72.7K	0.03%	+160	13F-HR/A Timeline Group
MassMutual Private Wealth & Trust, FSB	200	$70.2K	<0.01%	new	13F-HR Timeline
Pflug Koory, LLC	198	$69.3K	0.04%	+1	13F-HR Timeline
Copia Wealth Management	192	$67.4K	0.06%	0	13F-HR Timeline
Center for Financial Planning, Inc.	176	$61.8K	0.01%	+120	13F-HR Timeline
Beacon Capital Management, LLC	175	$61.5K	0.01%	+86	13F-HR Timeline
Legacies Wealth LLC	175	$61.4K	0.04%	0	13F-HR Timeline
DELTA ASSET MANAGEMENT LLC/TN	167	$58.6K	0.01%	-17	13F-HR Timeline
Silicon Valley Capital Partners	167	$58.5K	0.01%	+1	13F-HR Timeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.	160	$56.2K	<0.01%	-4,682	13F-HR Timeline Group
Blue Trust, Inc.	157	$55.2K	<0.01%	+10	13F-HR Timeline
ORG Partners LLC	152	$53.4K	0.01%	0	13F-HR Timeline
1620 INVESTMENT ADVISORS, INC.	148	$51.9K	0.04%	-50	13F-HR Timeline
Tidemark, LLC	148	$51.9K	0.02%	0	13F-HR Timeline
BALLAST ADVISORS LLC	141	$49.6K	0.01%	0	13F-HR Timeline
Atlantic Private Wealth, LLC	140	$49.2K	0.03%	0	13F-HR Timeline
Garde Capital, Inc.	138	$48.4K	<0.01%	0	13F-HR Timeline
Team Financial Group, LLC	131	$46K	0.02%	new	13F-HR Timeline
Sunbelt Securities, Inc.	136	$45.5K	<0.01%	-5	13F-HR Timeline
Horizons Wealth Management	122	$42.8K	0.03%	0	13F-HR Timeline
LONDON CO OF VIRGINIA	121	$42.6K	<0.01%	-110	13F-HR Timeline
Financial Connections Group, Inc.	120	$42K	0.02%	0	13F-HR Timeline
Hughes Financial Services, LLC	108	$38.8K	0.01%	0	13F-HR Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC	110	$38.6K	<0.01%	+2	13F-HR Timeline Group
Glass Jacobson Investment Advisors llc	110	$38.6K	0.01%	-116	13F-HR Timeline
MONETARY MANAGEMENT GROUP INC	100	$35.1K	0.01%	0	13F-HR Timeline
Federation des caisses Desjardins du Qu…	100	$35.1K	<0.01%	0	13F-HR Timeline
LANARK FINANCIAL, INC.	100	$35K	<0.01%	0	13F-HR Timeline
Caldwell Trust Co	98	$34.4K	<0.01%	0	13F-HR Timeline
Washington Trust Advisors, Inc.	93	$32.6K	<0.01%	0	13F-HR Timeline
Park Place Capital Corp	90	$31.6K	0.01%	0	13F-HR Timeline
Breakwater Investment Management	83	$29.1K	0.01%	0	13F-HR Timeline
PROATHLETE WEALTH MANAGEMENT LLC	76	$26.7K	0.01%	new	13F-HR Timeline
Game Plan Financial Advisors, LLC	75	$26.3K	0.01%	0	13F-HR Timeline
Arlington Trust Co LLCin group Arlington Trust Co LLC	75	$26.3K	0.01%	0	13F-HR Timeline Group
2UniFi Bank	75	$26.3K	0.01%	0	13F-HR Timeline
Activest Wealth Management	73	$25.6K	0.01%	0	13F-HR Timeline
JDM Financial Group LLC	73	$25.6K	0.01%	0	13F-HR Timeline
Christopher J. Hasenberg, Inc	70	$24.6K	0.01%	-52,778	13F-HR Timeline
MOTCO	68	$24.4K	<0.01%	0	13F-HR Timeline
FWL INVESTMENT MANAGEMENT, LLC	60	$21.1K	0.01%	0	13F-HR Timeline
Coston, McIsaac & Partners	59	$20K	0.01%	0	13F-HR Timeline
ELEVATE WEALTH ADVISORY, INC	56	$19.7K	0.01%	0	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	55	$19.1K	<0.01%	-54	13F-HR Timeline
CNB Bank	50	$17.6K	0.01%	0	13F-HR Timeline
Financial Perspectives, Inc	50	$17.6K	0.01%	0	13F-HR Timeline
Operose Advisors LLC	49	$17.2K	<0.01%	0	13F-HR Timeline
Glassman Wealth Services	49	$17.1K	<0.01%	0	13F-HR Timeline
OAKWORTH CAPITAL, INC.	44	$15.4K	<0.01%	0	13F-HR Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/	43	$15.1K	<0.01%	0	13F-HR/A Timeline Group