IWV ISHARES TR

RUSSELL 3000 ETF (fund)

891 managers (898 13F filers) reported a position in IWV shares at 2025-12-31, 28,294,587 shares in all. 72 filers opened a position and 35 filers sold out during the quarter.

Managers: 891
13F filers: 898
New: 72
Added: 223
Reduced: 269
Sold out: 35
Shares held by filers: 28,294,587

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Accurate Wealth Management, LLC	982	$388K	0.05%	-104	13F-HR Timeline
Manchester Capital Management LLC	1,000	$387K	0.05%	0	13F-HR Timeline
NorthRock Partners, LLC	1,000	$387K	0.01%	-120	13F-HR Timeline
Capital Advisors Wealth Management, LLC	1,000	$387K	0.05%	0	13F-HR Timeline
Wealth Management Associates, Inc.	1,000	$387K	0.13%	0	13F-HR Timeline
Broussard Financial Group LLC	987	$382K	0.31%		13F-HR Timeline
Legacy Capital Group California, Inc.	987	$382K	0.09%	0	13F-HR Timeline
N.E.W. Advisory Services LLC	982	$380K	0.03%	0	13F-HR Timeline
JACOBS & CO/CA	982	$379K	0.04%	0	13F-HR Timeline
DT Investment Partners, LLC	975	$377K	0.03%	0	13F-HR Timeline
Members Trust Co	975	$377K	0.01%	0	13F-HR Timeline
Altiora Financial Group, LLC	967	$374K	0.06%	0	13F-HR Timeline
Cornerstone Capital, Inc.	959	$371K	0.04%	0	13F-HR Timeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP	957	$370K	<0.01%	0	13F-HR Timeline Group
Blom & Howell Financial Planning, Inc.	949	$367K	0.36%		13F-HR Timeline
Eldridge Investment Advisors, Inc.	944	$365K	0.08%	0	13F-HR Timeline
Perennial Investment Advisors, LLC	923	$357K	0.03%	+3	13F-HR Timeline
KPP Advisory Services LLC	921	$356K	0.05%	-50	13F-HR Timeline
Thomasville National Bank	919	$356K	0.02%	0	13F-HR Timeline
Tribridge Partners Financial LLC	918	$355K	0.15%	0	13F-HR Timeline
NWAM LLC	908	$352K	0.02%	0	13F-HR Timeline
Kesler, Norman & Wride, LLC	900	$348K	0.06%	new	13F-HR Timeline
ECLECTIC ASSOCIATES INC /ADV	883	$341K	0.05%	+116	13F-HR Timeline
AdvisorNet Financial, Inc	883	$341K	0.02%	+2	13F-HR Timeline
Capital Squared Financial LLC	882	$341K	0.27%	-25	13F-HR Timeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.	864	$334K	0.05%	0	13F-HR Timeline
Meridian Wealth Partners, LLC	863	$334K	0.05%	+213	13F-HR Timeline
Keating Financial Advisory Services, In…	856	$331K	0.04%		13F-HR Timeline
Salomon & Ludwin, LLC	847	$331K	0.03%	+2	13F-HR Timeline
Reynders McVeigh Capital Management, LLC	851	$329K	0.02%	0	13F-HR Timeline
Capital Investment Counsel, LLC	839	$325K	0.05%	new	13F-HR Timeline
Western Wealth Management, LLC	822	$318K	0.01%	new	13F-HR Timeline
Tepp RIA, LLC	819	$317K	0.31%	0	13F-HR Timeline
Veracity Capital LLC	818	$317K	0.09%	+9	13F-HR Timeline
Principle Wealth Partners LLC	816	$316K	0.02%	-52	13F-HR Timeline
CFG Wealth Management Services, Inc.	813	$315K	0.29%		13F-HR Timeline
MERITAGE PORTFOLIO MANAGEMENT	811	$314K	0.02%	-7	13F-HR Timeline
J. Derek Lewis & Associates Inc.	804	$311K	0.07%		13F-HR Timeline
Willis Johnson & Associates, Inc.	803	$311K	0.02%	new	13F-HR Timeline
Francis Financial, Inc.	803	$311K	0.06%	0	13F-HR Timeline
Carnegie Investment Counsel	801	$310K	0.01%	new	13F-HR Timeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management	800	$309K	0.04%	0	13F-HR Timeline Group
Arkadios Wealth Advisors	790	$306K	0.01%	new	13F-HR Timeline
Galvin, Gaustad & Stein, LLC	789	$305K	0.02%	new	13F-HR Timeline
Briggs Wealth Management, Inc	788	$305K	0.33%		13F-HR Timeline
ASSETMARK, INCin group ASSETMARK, INC	786	$304K	<0.01%	-20	13F-HR Timeline Group
Frisch Financial Group, Inc.	783	$303K	0.07%	0	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	783	$303K	0.07%	0	13F-HR Timeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…	783	$303K	0.11%	+1	13F-HR Timeline Group
BEACON INVESTMENT ADVISORY SERVICES, IN…	777	$301K	0.01%	0	13F-HR/A Timeline
Legacy Financial Advisors, Inc.	775	$300K	0.04%	-74	13F-HR Timeline
Anchor Investment Management, LLC	769	$298K	0.02%	+2	13F-HR Timeline
KFA Private Wealth Group, LLC	767	$297K	0.07%	new	13F-HR Timeline
HANCOCK WHITNEY CORP	766	$296K	0.01%	-2	13F-HR Timeline
PRICE T ROWE ASSOCIATES INC /MD/	764	$296K	<0.01%	0	13F-HR Timeline
RMR Wealth Builders	756	$292K	0.02%	+1	13F-HR Timeline
BURLING WEALTH PARTNERS, LLC	750	$290K	0.05%	0	13F-HR Timeline
Summit Place Financial Advisors, LLC	745	$288K	0.14%	0	13F-HR Timeline
Procyon Advisors, LLC	742	$287K	0.01%	+176	13F-HR Timeline
M3 Advisory Group, LLC	742	$287K	0.17%	+2	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	741	$287K	0.02%	+60	13F-HR Timeline
SAPIENT CAPITAL LLC	734	$286K	<0.01%	0	13F-HR Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC	731	$283K	<0.01%	-227	13F-HR Timeline Group
Investmark Advisory Group LLC	729	$282K	0.12%	-6	13F-HR Timeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…	710	$281K	<0.01%	0	13F-HR Timeline
Auxano Advisors, LLC	726	$281K	0.06%	-9	13F-HR Timeline
Van Hulzen Asset Management, LLC	725	$280K	0.02%	0	13F-HR Timeline
CAPE ANN SAVINGS BANK	725	$280K	0.14%	0	13F-HR Timeline
Cannon Financial Strategists, Inc.	723	$280K	0.04%	0	13F-HR Timeline
RIA Advisory Group LLC	723	$280K	0.07%	-11	13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	720	$279K	0.01%	+7	13F-HR Timeline
Evanson Asset Management, LLC	716	$277K	0.01%	0	13F-HR Timeline
Shepherd Street Advisors LLC	708	$274K	0.26%		13F-HR Timeline
FIRST CITIZENS BANK & TRUST CO	705	$273K	0.01%	+17	13F-HR Timeline
Petersen Hastings Wealth Advisors Inc.	704	$272K	0.03%		13F-HR Timeline
Legacy Advisors, LLC	703	$272K	0.03%	0	13F-HR Timeline
Centurion Wealth Management LLC	700	$271K	0.06%	0	13F-HR Timeline
Bawa N Mallick Trust	700	$271K	0.1%	0	13F-HR Timeline
EARNED WEALTH ADVISORS, LLC	698	$270K	0.02%	+125	13F-HR/A Timeline
Marquette Asset Management, LLC	695	$269K	0.04%	-39	13F-HR Timeline
BINGHAM PRIVATE WEALTH, LLC	691	$267K	0.23%		13F-HR Timeline
SUMMIT WEALTH GROUP LLC / CO	686	$265K	0.04%	new	13F-HR Timeline
Winthrop Partners - WNY, LLC	685	$265K	0.14%		13F-HR Timeline
Canopy Partners, LLC	682	$264K	0.09%	0	13F-HR Timeline
Benchmark Financial, LLC	680	$263K	0.26%		13F-HR Timeline
Florida Trust Wealth Management Co	675	$261K	0.01%	0	13F-HR Timeline
OneDigital Investment Advisors LLC	672	$260K	<0.01%	+37	13F-HR Timeline
VestGen Advisors, LLC	671	$259K	0.01%	new	13F-HR Timeline
Dana Investment Advisors, Inc.	670	$259K	0.01%	-12	13F-HR Timeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	668	$258K	0.04%	0	13F-HR Timeline
Acumen Wealth Advisors, LLC	665	$257K	0.07%		13F-HR Timeline
Philip James Wealth Mangement, LLC	664	$257K	0.03%	+2	13F-HR Timeline
QTR Family Wealth, LLC	650	$256K	0.11%	new	13F-HR Timeline
B. Riley Wealth Advisors, Inc.	660	$255K	0.01%	-50	13F-HR Timeline
Linden Thomas Advisory Services, LLC	659	$255K	0.03%	0	13F-HR Timeline
Grant Street Asset Management, Inc.	658	$255K	0.05%	-7	13F-HR Timeline
Schorn Wealth LLC	651	$252K	0.08%	-229	13F-HR Timeline
ROCKLAND TRUST CO	650	$251K	0.01%	0	13F-HR Timeline
Rezny Wealth Management, Inc.	650	$251K	0.05%	0	13F-HR Timeline
Naviter Wealth, LLC	650	$251K	0.03%	new	13F-HR Timeline
Birch Hill Investment Advisors LLC	650	$251K	0.01%	0	13F-HR Timeline
Private Wealth Management Group, LLC	645	$250K	0.07%	0	13F-HR Timeline
Snowden Capital Advisors LLC	638	$247K	0.01%	new	13F-HR Timeline
BostonPremier Wealth LLC	636	$246K	0.13%	+1	13F-HR Timeline
SwitchPoint Financial Planning, LLC	634	$245K	0.17%	0	13F-HR Timeline
Empire Financial Management Company, LLC	634	$245K	0.05%	-44	13F-HR Timeline
Penobscot Investment Management Company…	626	$242K	0.02%	0	13F-HR Timeline
Optivise Advisory Services LLC	622	$241K	0.14%	0	13F-HR Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…	620	$240K	0.01%	new	13F-HR Timeline Group
MainStreet Investment Advisors LLC	619	$239K	0.03%	new	13F-HR Timeline
Pacific Center for Financial Services	630	$239K	0.06%	0	13F-HR Timeline
LJI Wealth Management, LLC	615	$238K	0.04%	0	13F-HR Timeline
SVB WEALTH LLC	615	$238K	0.01%	-81	13F-HR Timeline
GLOBALT Investments LLC / GA	612	$237K	0.01%	-376	13F-HR Timeline
Granite FO LLC	612	$237K	0.13%	0	13F-HR Timeline
Partners in Financial Planning	611	$236K	0.04%	0	13F-HR Timeline
Vigilare Wealth Management	607	$235K	0.08%	-20,874	13F-HR Timeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…	603	$233K	0.04%	new	13F-HR Timeline Group
ICONIQ Capital, LLCin group ICONIQ Capital, LLC	603	$233K	<0.01%	0	13F-HR Timeline Group
CFO4Life Group, LLC	600	$232K	0.03%	-15	13F-HR Timeline
CRA Financial Services, LLC	600	$232K	0.03%	0	13F-HR Timeline
Stone Wealth Partners	596	$231K	0.21%		13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	593	$229K	0.01%	0	13F-HR Timeline
First Command Advisory Services, Inc.	588	$227K	<0.01%	0	13F-HR Timeline
Newton One Investments LLC	586	$227K	0.07%	+1	13F-HR Timeline
Wayfinding Financial, LLC	584	$225K	0.1%	0	13F-HR Timeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC	581	$225K	<0.01%	0	13F-HR Timeline Group
LONDON CO OF VIRGINIA	580	$225K	<0.01%	+473	13F-HR Timeline
SB Capital Management Inc	578	$224K	0.08%		13F-HR Timeline
Strategic Advocates LLC	574	$224K	0.06%	0	13F-HR Timeline
Diamond Hill Capital Management, LLC (I…	578	$224K	<0.01%	new	13F-HR Timeline
EARNEST PARTNERS LLC	576	$223K	<0.01%	new	13F-HR Timeline
StoneX Group Inc.in group StoneX Group Inc.	567	$220K	0.01%	-215	13F-HR Timeline Group
Mutual Advisors, LLC	568	$220K	<0.01%	+6	13F-HR Timeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…	568	$220K	0.01%	+1	13F-HR Timeline Group
BURNEY CO/	566	$219K	0.01%	0	13F-HR Timeline
VICTORY FINANCIAL GROUP, LLC	563	$218K	0.03%	+1	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	561	$217K	0.01%	-40	13F-HR Timeline
Passive Capital Management, LLC.	561	$217K	0.07%	0	13F-HR Timeline
Godfrey Financial Associates, Inc.	560	$217K	0.19%		13F-HR Timeline
DecisionMap Wealth Management, LLC	559	$216K	0.13%	0	13F-HR Timeline
ALBION FINANCIAL GROUP /UT	558	$216K	0.01%	0	13F-HR Timeline
DV Trading LLC	556	$215K	0.02%		13F-HR Timeline
Austin Wealth Management, LLC	548	$215K	0.03%	0	13F-HR Timeline
Kohmann Bosshard Financial Services, LLC	555	$215K	0.02%	0	13F-HR Timeline
Sunbelt Securities, Inc.	555	$215K	0.01%	-99	13F-HR Timeline
BetterWealth, LLC	551	$213K	0.05%	0	13F-HR Timeline
Gateway Wealth Partners, LLC	550	$213K	0.02%	new	13F-HR Timeline
MCF Advisors LLC	550	$213K	0.01%	0	13F-HR Timeline
Kearns & Associates LLC	549	$212K	0.11%	0	13F-HR Timeline
Allegheny Financial Group	548	$212K	0.03%	+1	13F-HR Timeline
UPTICK PARTNERS, LLC	547	$212K	0.05%	-22	13F-HR Timeline
Cadence Bank	545	$211K	0.01%	0	13F-HR Timeline
Marks Group Wealth Management, Inc	545	$211K	0.02%	0	13F-HR Timeline
American Financial Advisors, LLC	544	$211K	0.03%	+1	13F-HR Timeline
Harfst & Associates, Inc.	536	$207K	0.04%	-25	13F-HR Timeline
Campion Asset Management	535	$207K	0.14%	-52	13F-HR Timeline
WealthShield Partners, LLC	532	$206K	0.02%	0	13F-HR Timeline
SIGNET FINANCIAL MANAGEMENT, LLC	530	$205K	0.02%	0	13F-HR Timeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …	520	$205K	0.01%	-46	13F-HR Timeline Group
Synergy Investment Management, LLC	527	$204K	0.07%	-13	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	525	$203K	0.01%	new	13F-HR Timeline
Lanham O'Dell & Company, Inc.	525	$203K	0.06%	new	13F-HR Timeline
Peak Retirement Planning, Inc.	524	$203K	0.05%	new	13F-HR Timeline
Shepherd Financial Partners LLC	524	$203K	0.02%	new	13F-HR Timeline
GSG Advisors LLC	517	$200K	0.05%	new	13F-HR Timeline
Security National Bank	509	$197K	0.03%	0	13F-HR Timeline
Beaird Harris Wealth Management, LLC	504	$195K	0.01%	0	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	504	$195K	0.04%	-811	13F-HR Timeline Group
Plante Moran Financial Advisors, LLC	496	$192K	0.01%	+1	13F-HR Timeline
Estate Planners Group, LLC	488	$189K	0.08%		13F-HR Timeline
VSM Wealth Advisory, LLC	487	$188K	0.06%	0	13F-HR Timeline
Root Financial Partners, LLC	485	$188K	0.01%	-472	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	473	$183K	0.01%	0	13F-HR Timeline
UNION SAVINGS BANK	472	$183K	0.08%		13F-HR Timeline
SIGNATUREFD, LLC	446	$173K	<0.01%	0	13F-HR Timeline
Addison Advisors LLC	443	$171K	0.04%	0	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	435	$168K	0.03%	0	13F-HR Timeline
Key Financial Inc	425	$164K	0.03%	-13	13F-HR Timeline
Parkside Financial Bank & Trust	422	$163K	0.01%	0	13F-HR Timeline
Prestige Wealth Management Group LLC	405	$157K	0.03%	+1	13F-HR Timeline
TSFG, LLC	400	$155K	0.02%	0	13F-HR Timeline
PITTENGER & ANDERSON INC	395	$153K	0.01%	0	13F-HR Timeline
Realta Investment Advisors	395	$153K	0.05%	+195	13F-HR Timeline
SageView Advisory Group, LLC	391	$151K	0.01%	new	13F-HR Timeline
Blue Trust, Inc.	387	$150K	<0.01%	+62	13F-HR Timeline
Operose Advisors LLC	378	$146K	0.03%	0	13F-HR Timeline
Stone House Investment Management, LLC	377	$146K	0.02%	-15,180	13F-HR Timeline
TFC Financial Management, Inc.	375	$145K	0.02%	0	13F-HR Timeline
Kilter Group LLC	370	$143K	0.06%	0	13F-HR Timeline
QUADRANT CAPITAL GROUP LLC	369	$143K	<0.01%	0	13F-HR Timeline
TD PRIVATE CLIENT WEALTH LLC	353	$137K	<0.01%	+345	13F-HR Timeline
Golden State Wealth Management, LLC	345	$133K	0.01%	0	13F-HR Timeline
Abound Wealth Management	305	$118K	0.03%	-38	13F-HR Timeline
Front Row Advisors LLC	300	$116K	0.04%	0	13F-HR Timeline
NWK Group, Inc.	293	$113K	0.04%	0	13F-HR Timeline
SHP Wealth Management	291	$112K	0.01%		13F-HR Timeline
one8zero8, LLC	290	$112K	0.02%	0	13F-HR Timeline
ROWLANDMILLER & PARTNERS.ADV	285	$110K	0.02%	0	13F-HR Timeline
Cranbrook Wealth Management, LLC	275	$106K	0.02%	0	13F-HR Timeline