IWV ISHARES TR

RUSSELL 3000 ETF (fund)

820 managers (825 13F filers) reported a position in IWV shares at 2025-09-30, 25,436,104 shares in all. 41 filers opened a position and 29 filers sold out during the quarter.

Managers: 820
13F filers: 825
New: 41
Added: 204
Reduced: 281
Sold out: 29
Shares held by filers: 25,436,104

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
AdvisorNet Financial, Inc	881	$334K	0.02%	-10	13F-HR Timeline
Schorn Wealth LLC	880	$334K	0.1%	+2	13F-HR Timeline
Principle Wealth Partners LLC	868	$329K	0.02%	-219	13F-HR Timeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.	864	$327K	0.06%		13F-HR Timeline
Reynders McVeigh Capital Management, LLC	851	$323K	0.02%	-50	13F-HR Timeline
Salomon & Ludwin, LLC	845	$322K	0.03%	+2	13F-HR Timeline
Legacy Financial Advisors, Inc.	849	$322K	0.04%	0	13F-HR Timeline
Tepp RIA, LLC	819	$310K	0.35%	0	13F-HR Timeline
MERITAGE PORTFOLIO MANAGEMENT	818	$310K	0.02%	+109	13F-HR Timeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC	813	$308K	0.03%	-65	13F-HR Timeline Group
Veracity Capital LLC	809	$307K	0.1%	-592	13F-HR Timeline
ASSETMARK, INCin group ASSETMARK, INC	806	$305K	<0.01%	-1,790	13F-HR Timeline Group
Francis Financial, Inc.	803	$304K	0.05%	0	13F-HR Timeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management	800	$303K	0.04%	0	13F-HR Timeline Group
Frisch Financial Group, Inc.	783	$297K	0.07%	0	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	783	$297K	0.07%	0	13F-HR Timeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…	782	$297K	0.11%	-1	13F-HR Timeline Group
StoneX Group Inc.in group StoneX Group Inc.	782	$296K	0.01%	-57	13F-HR Timeline Group
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…	778	$295K	<0.01%	+2	13F-HR Timeline Group
BEACON INVESTMENT ADVISORY SERVICES, IN…	777	$294K	0.01%	0	13F-HR Timeline
HANCOCK WHITNEY CORP	768	$291K	0.01%	0	13F-HR Timeline
ECLECTIC ASSOCIATES INC /ADV	767	$291K	0.05%	-130	13F-HR Timeline
Anchor Investment Management, LLC	767	$291K	0.02%	+2	13F-HR Timeline
PRICE T ROWE ASSOCIATES INC /MD/	764	$290K	<0.01%	0	13F-HR Timeline
RMR Wealth Builders	755	$286K	0.02%	+1	13F-HR Timeline
GPS Wealth Strategies Group, LLC	753	$285K	0.03%	-71	13F-HR Timeline
BURLING WEALTH PARTNERS, LLC	750	$284K	0.05%	0	13F-HR Timeline
Summit Place Financial Advisors, LLC	745	$282K	0.13%	-30	13F-HR Timeline
M3 Advisory Group, LLC	740	$280K	0.17%	+2	13F-HR Timeline
Investmark Advisory Group LLC	735	$279K	0.12%	0	13F-HR Timeline
Auxano Advisors, LLC	735	$278K	0.06%	0	13F-HR Timeline
Marquette Asset Management, LLC	734	$278K	0.04%	+73	13F-HR Timeline
RIA Advisory Group LLC	734	$278K	0.07%	-16	13F-HR Timeline
SAPIENT CAPITAL LLC	734	$277K	<0.01%	0	13F-HR Timeline
CAPE ANN SAVINGS BANK	725	$275K	0.15%	-30	13F-HR Timeline
Van Hulzen Asset Management, LLC	725	$275K	0.02%	-16	13F-HR Timeline
Cannon Financial Strategists, Inc.	723	$274K	0.04%	0	13F-HR Timeline
Evanson Asset Management, LLC	716	$271K	0.02%	-690	13F-HR Timeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…	710	$271K	<0.01%	0	13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	713	$270K	0.01%	0	13F-HR Timeline
B. Riley Wealth Advisors, Inc.	710	$269K	0.01%	0	13F-HR Timeline
Legacy Advisors, LLC	703	$266K	0.03%	new	13F-HR Timeline
Centurion Wealth Management LLC	700	$265K	0.06%	0	13F-HR Timeline
Bawa N Mallick Trust	700	$265K	0.1%	0	13F-HR Timeline
SVB WEALTH LLC	696	$264K	0.01%	-575	13F-HR Timeline
FIRST CITIZENS BANK & TRUST CO	688	$261K	0.01%	-8	13F-HR Timeline
Dana Investment Advisors, Inc.	682	$258K	0.01%	-626	13F-HR Timeline
Canopy Partners, LLC	682	$258K	0.09%	0	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	681	$258K	0.02%	0	13F-HR Timeline
Empire Financial Management Company, LLC	678	$257K	0.06%	-30	13F-HR Timeline
Florida Trust Wealth Management Co	675	$256K	0.01%	0	13F-HR Timeline
CIM INVESTMENT MANAGEMENT INC	668	$253K	0.07%	0	13F-HR Timeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	668	$253K	0.04%	0	13F-HR Timeline
Grant Street Asset Management, Inc.	665	$252K	0.05%	-15	13F-HR Timeline
Philip James Wealth Mangement, LLC	662	$251K	0.03%	+1	13F-HR Timeline
Linden Thomas Advisory Services, LLC	659	$250K	0.03%	new	13F-HR Timeline
Sunbelt Securities, Inc.	654	$248K	0.02%	+518	13F-HR Timeline
Meridian Wealth Partners, LLC	650	$246K	0.03%	0	13F-HR Timeline
ROCKLAND TRUST CO	650	$246K	0.01%	0	13F-HR Timeline
Birch Hill Investment Advisors LLC	650	$246K	0.01%	0	13F-HR Timeline
Rezny Wealth Management, Inc.	650	$246K	0.05%	0	13F-HR Timeline
Private Wealth Management Group, LLC	645	$244K	0.07%	0	13F-HR Timeline
OneDigital Investment Advisors LLC	635	$241K	<0.01%	0	13F-HR Timeline
BostonPremier Wealth LLC	635	$240K	0.12%	-1,247	13F-HR Timeline
SwitchPoint Financial Planning, LLC	634	$240K	0.17%	0	13F-HR Timeline
AHL INVESTMENT MANAGEMENT, INC.	633	$240K	0.16%	-135	13F-HR Timeline
Berman McAleer LLC	632	$239K	0.03%		13F-HR Timeline
Pacific Center for Financial Services	630	$239K	0.06%	0	13F-HR Timeline
Penobscot Investment Management Company…	626	$237K	0.02%	0	13F-HR Timeline
Optivise Advisory Services LLC	622	$236K	0.14%	-2,425	13F-HR Timeline
LJI Wealth Management, LLC	615	$233K	0.04%	-32	13F-HR Timeline
CFO4Life Group, LLC	615	$233K	0.03%	-44	13F-HR Timeline
Granite FO LLC	612	$232K	0.13%	0	13F-HR Timeline
Partners in Financial Planning	611	$232K	0.04%	0	13F-HR Timeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC	603	$229K	<0.01%	0	13F-HR Timeline Group
CREATIVE FINANCIAL DESIGNS INC /ADV	601	$228K	0.02%	0	13F-HR Timeline
CRA Financial Services, LLC	600	$227K	0.03%	-60	13F-HR Timeline
von Borstel & Associates, Inc.	584	$225K	0.03%	new	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	593	$225K	0.01%	0	13F-HR Timeline
First Command Advisory Services, Inc.	588	$223K	<0.01%	-41	13F-HR Timeline
Campion Asset Management	587	$222K	0.16%	-107	13F-HR Timeline
Newton One Investments LLC	585	$222K	0.07%	+2	13F-HR Timeline
Wayfinding Financial, LLC	584	$221K	0.1%	0	13F-HR Timeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC	581	$220K	<0.01%	+1	13F-HR Timeline Group
Diversify Advisory Services, LLCin group Diversify Advisory Services, …	566	$219K	0.01%	-10	13F-HR Timeline Group
Strategic Advocates LLC	574	$218K	0.06%	0	13F-HR Timeline
EARNED WEALTH ADVISORS, LLC	573	$217K	0.04%	0	13F-HR Timeline
UPTICK PARTNERS, LLC	569	$216K	0.06%	-113	13F-HR Timeline
Mutual Advisors, LLC	562	$215K	<0.01%	0	13F-HR Timeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…	567	$215K	0.01%	new	13F-HR Timeline Group
Procyon Advisors, LLC	566	$215K	0.01%	-9	13F-HR Timeline
BURNEY CO/	566	$214K	0.01%	new	13F-HR Timeline
VICTORY FINANCIAL GROUP, LLC	562	$213K	0.03%	new	13F-HR Timeline
Harfst & Associates, Inc.	561	$213K	0.04%	new	13F-HR Timeline
Passive Capital Management, LLC.	561	$213K	0.07%	new	13F-HR Timeline
DUNCKER STREETT & CO INC	560	$212K	0.04%	0	13F-HR Timeline
DecisionMap Wealth Management, LLC	559	$212K	0.14%	new	13F-HR Timeline
ALBION FINANCIAL GROUP /UT	558	$211K	0.01%	0	13F-HR Timeline
TCP Asset Management, LLC	557	$211K	0.04%	new	13F-HR Timeline
Kohmann Bosshard Financial Services, LLC	555	$210K	0.02%	new	13F-HR Timeline
Austin Private Wealth, LLC	555	$210K	0.02%	new	13F-HR Timeline
BetterWealth, LLC	551	$209K	0.05%	new	13F-HR Timeline
MCF Advisors LLC	550	$208K	0.01%	0	13F-HR Timeline
EdgeRock Capital LLC	550	$208K	0.06%	new	13F-HR Timeline
Kearns & Associates LLC	549	$208K	0.11%	new	13F-HR Timeline
Austin Wealth Management, LLC	548	$208K	0.03%	new	13F-HR Timeline
Allegheny Financial Group	547	$207K	0.04%	new	13F-HR Timeline
Cadence Bank	545	$207K	0.01%	-137	13F-HR Timeline
Marks Group Wealth Management, Inc	545	$207K	0.02%	new	13F-HR Timeline
American Financial Advisors, LLC	543	$206K	0.03%	new	13F-HR Timeline
One Charles Private Wealth Services, LLC	542	$205K	0.05%	-115	13F-HR Timeline
Synergy Investment Management, LLC	540	$205K	0.08%	new	13F-HR Timeline
WealthShield Partners, LLC	532	$202K	0.02%	0	13F-HR Timeline
SIGNET FINANCIAL MANAGEMENT, LLC	530	$201K	0.02%	new	13F-HR Timeline
Security National Bank	509	$193K	0.03%	0	13F-HR Timeline
Beaird Harris Wealth Management, LLC	504	$191K	0.01%	0	13F-HR Timeline
Plante Moran Financial Advisors, LLC	495	$188K	0.01%	-1,511	13F-HR Timeline
VSM Wealth Advisory, LLC	487	$185K	0.06%	0	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	473	$179K	0.01%	0	13F-HR Timeline
Qube Research & Technologies Ltd	458	$174K	<0.01%	-595	13F-HR Timeline
SIGNATUREFD, LLC	446	$169K	<0.01%	-1	13F-HR Timeline
Addison Advisors LLC	443	$168K	0.04%	0	13F-HR Timeline
Key Financial Inc	438	$167K	0.03%	-34	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	435	$165K	0.03%	0	13F-HR Timeline
Parkside Financial Bank & Trust	422	$160K	0.01%	+1	13F-HR Timeline
Prestige Wealth Management Group LLC	404	$153K	0.03%	+1	13F-HR/A Timeline
TSFG, LLC	400	$152K	0.02%	0	13F-HR Timeline
PITTENGER & ANDERSON INC	395	$150K	0.01%	0	13F-HR Timeline
Operose Advisors LLC	378	$143K	0.04%	+329	13F-HR Timeline
TFC Financial Management, Inc.	375	$142K	0.02%	0	13F-HR Timeline
Kilter Group LLC	370	$140K	0.07%	0	13F-HR Timeline
QUADRANT CAPITAL GROUP LLC	369	$140K	<0.01%	new	13F-HR Timeline
OPTIMUM INVESTMENT ADVISORS	350	$133K	0.05%	0	13F-HR Timeline
Golden State Wealth Management, LLC	345	$131K	0.01%	0	13F-HR Timeline
Abound Wealth Management	343	$130K	0.03%	0	13F-HR Timeline
Gould Capital, LLC	331	$125K	0.08%	-673	13F-HR Timeline
Blue Trust, Inc.	325	$123K	<0.01%	+168	13F-HR Timeline
Front Row Advisors LLC	300	$114K	0.04%	0	13F-HR Timeline
NWK Group, Inc.	293	$111K	0.04%	0	13F-HR Timeline
one8zero8, LLC	290	$110K	0.02%	0	13F-HR Timeline
ROWLANDMILLER & PARTNERS.ADV	285	$108K	0.02%	0	13F-HR Timeline
Cranbrook Wealth Management, LLC	275	$104K	0.02%	0	13F-HR Timeline
Strategic Wealth Partners, Ltd.	273	$103K	0.01%	-16	13F-HR Timeline
MMA ASSET MANAGEMENT LLC	266	$101K	0.03%	new	13F-HR Timeline
GAMMA Investing LLC	262	$99.3K	0.01%	new	13F-HR Timeline
Concord Wealth Partnersin group Concord Wealth Partners	261	$99K	0.01%	-1	13F-HR Timeline Group
HOWE & RUSLING INC	259	$98.2K	0.01%	-478	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	248	$94K	<0.01%	0	13F-HR Timeline Group
Founders Financial Alliance, LLC	246	$93.4K	0.02%	+10	13F-HR Timeline
JNBA Financial Advisors	240	$91K	0.01%	0	13F-HR Timeline
Tower View Wealth Management LLC	239	$90.7K	0.05%	0	13F-HR Timeline
Bangor Savings Bank	225	$85.3K	0.01%	0	13F-HR Timeline
Parallel Advisors, LLC	224	$84.9K	<0.01%	-322	13F-HR Timeline
Millstone Evans Group, LLC	208	$78.8K	0.05%	0	13F-HR Timeline
Centennial Bank/AR/in group Centennial Bank/AR/	207	$78.4K	0.03%	0	13F-HR Timeline Group
MassMutual Private Wealth & Trust, FSB	200	$75.8K	<0.01%	0	13F-HR Timeline
Realta Investment Advisors	200	$75.8K	0.03%	-195	13F-HR Timeline
Pflug Koory, LLC	198	$74.9K	0.04%	0	13F-HR Timeline
SALEM INVESTMENT COUNSELORS INC	195	$73.9K	<0.01%	-130	13F-HR Timeline
Center for Financial Planning, Inc.	176	$66.7K	0.01%	0	13F-HR Timeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI	175	$66.3K	0.01%	new	13F-HR Timeline
Legacies Wealth LLC	175	$66.3K	0.04%	0	13F-HR Timeline
Silicon Valley Capital Partners	167	$63.3K	0.01%	0	13F-HR Timeline
DELTA ASSET MANAGEMENT LLC/TN	167	$63.3K	0.01%	0	13F-HR Timeline
Missouri Trust & Investment Co	167	$63.3K	0.02%	new	13F-HR Timeline
ORG Partners LLC	152	$57.6K	0.01%	0	13F-HR Timeline
1620 INVESTMENT ADVISORS, INC.	148	$56.1K	0.04%	0	13F-HR Timeline
Tidemark, LLC	148	$56.1K	0.02%	0	13F-HR Timeline
Atlantic Private Wealth, LLC	140	$53.2K	0.03%	0	13F-HR Timeline
BALLAST ADVISORS LLC	140	$53.2K	0.01%	-1	13F-HR Timeline
Team Financial Group, LLC	131	$49.6K	0.02%	0	13F-HR Timeline
Horizons Wealth Management	122	$46.2K	0.03%	0	13F-HR Timeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…	120	$45.5K	<0.01%	-16,331	13F-HR Timeline Group
Financial Connections Group, Inc.	120	$45K	0.02%	0	13F-HR Timeline
Copia Wealth Management	117	$44.3K	0.03%	-75	13F-HR Timeline
Hughes Financial Services, LLC	108	$41.7K	0.01%	0	13F-HR Timeline
Glass Jacobson Investment Advisors llc	110	$41.7K	0.02%	0	13F-HR Timeline
LONDON CO OF VIRGINIA	107	$40.4K	<0.01%	-14	13F-HR Timeline
Federation des caisses Desjardins du Qu…	106	$40.2K	<0.01%	+6	13F-HR Timeline
LANARK FINANCIAL, INC.	100	$37.9K	<0.01%	0	13F-HR Timeline
MONETARY MANAGEMENT GROUP INC	100	$37.9K	0.01%	0	13F-HR Timeline
Caldwell Trust Co	98	$37.1K	<0.01%	0	13F-HR Timeline
Washington Trust Advisors, Inc.	93	$35.2K	<0.01%	0	13F-HR Timeline
Breakwater Investment Management	83	$31.5K	0.01%	0	13F-HR Timeline
Park Place Capital Corp	83	$31.5K	0.01%	-7	13F-HR Timeline
Game Plan Financial Advisors, LLC	75	$28.4K	0.01%	0	13F-HR Timeline
2UniFi Bank	75	$28.4K	0.01%	0	13F-HR Timeline
Cloud Capital Management, LLC	75	$28K	0.01%	new	13F-HR Timeline
Activest Wealth Management	73	$27.7K	0.01%	0	13F-HR Timeline
JDM Financial Group LLC	73	$27.6K	0.01%	0	13F-HR Timeline
MOTCO	68	$25.8K	<0.01%	0	13F-HR Timeline
FWL INVESTMENT MANAGEMENT, LLC	60	$22.7K	0.01%	0	13F-HR Timeline
Coston, McIsaac & Partners	59	$22K	0.01%	0	13F-HR Timeline
ELEVATE WEALTH ADVISORY, INC	56	$21.2K	0.02%	0	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	55	$20.7K	<0.01%	0	13F-HR Timeline
CNB Bank	50	$18.9K	0.01%	0	13F-HR Timeline
Financial Perspectives, Inc	50	$18.9K	0.01%	0	13F-HR Timeline
Glassman Wealth Services	49	$18.5K	<0.01%	0	13F-HR Timeline
Armor Investment Advisors, LLC	46	$17.4K	0.01%	+35	13F-HR Timeline
OAKWORTH CAPITAL, INC.	44	$16.7K	<0.01%	0	13F-HR Timeline