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IWV ISHARES TR

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RUSSELL 3000 ETF (fund)

862 managers (870 13F filers) reported a position in IWV shares at 2026-03-31, 28,505,954 shares in all. 36 filers opened a position and 57 filers sold out during the quarter.

Managers
862
13F filers
870
New
36
Added
228
Reduced
264
Sold out
57
Shares held by filers
28,505,954

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Altiora Financial Group, LLC953$353K0.06%-1413F-HRTimeline
Blom & Howell Financial Planning, Inc.945$350K0.34%-413F-HRTimeline
Eldridge Investment Advisors, Inc.944$350K0.08%013F-HRTimeline
Cornerstone Capital, Inc.934$346K0.03%-2513F-HRTimeline
Tribridge Partners Financial LLC918$343K0.14%013F-HRTimeline
KPP Advisory Services LLC921$341K0.05%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…912$338K0.03%+30913F-HRTimelineGroup
NWAM LLC908$337K0.02%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP900$334K0.02%-25013F-HRTimeline
Kesler, Norman & Wride, LLC900$334K0.06%013F-HRTimeline
Meridian Wealth Partners, LLC891$330K0.05%+2813F-HRTimeline
AdvisorNet Financial, Inc884$328K0.02%+113F-HRTimeline
Capital Squared Financial LLC883$327K0.25%+113F-HRTimeline
Navigation Group, LLC876$325K0.08%13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC875$324K0.01%-16513F-HRTimeline
Broussard Financial Group LLC873$324K0.26%-11413F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.864$320K0.05%013F-HRTimeline
Keating Financial Advisory Services, In…856$317K0.05%013F-HRTimeline
Reynders McVeigh Capital Management, LLC851$316K0.02%013F-HRTimeline
Vestmark Advisory Solutions, Inc.845$313K<0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC844$313K0.01%+12413F-HRTimeline
Veracity Capital LLC840$311K0.11%+2213F-HRTimeline
Western Wealth Management, LLC820$304K0.01%-213F-HR/ATimeline
Tepp RIA, LLC820$304K0.24%+113F-HRTimeline
J. Derek Lewis & Associates Inc.804$298K0.07%013F-HR/ATimeline
Willis Johnson & Associates, Inc.803$298K0.02%013F-HRTimeline
Francis Financial, Inc.803$298K0.06%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management800$297K0.04%013F-HRTimelineGroup
Arkadios Wealth Advisors799$296K<0.01%+913F-HRTimeline
Salomon & Ludwin, LLC786$294K0.03%-6113F-HRTimeline
Galvin, Gaustad & Stein, LLC791$293K0.02%+213F-HRTimeline
COOKSON PEIRCE & CO INC788$292K0.01%-74513F-HRTimeline
Briggs Wealth Management, Inc788$292K0.31%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC787$292K<0.01%+113F-HRTimelineGroup
Frisch Financial Group, Inc.783$290K0.06%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC783$290K0.06%013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…783$290K0.11%013F-HRTimelineGroup
Acumen Wealth Advisors, LLC781$290K0.08%+11613F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…777$288K0.01%013F-HRTimeline
Core Wealth Management, Inc.769$285K0.09%-59513F-HRTimeline
KFA Private Wealth Group, LLC767$284K0.07%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/764$284K<0.01%013F-HRTimeline
HANCOCK WHITNEY CORP766$284K<0.01%013F-HRTimeline
Principle Wealth Partners LLC764$283K0.02%-5213F-HRTimeline
Capital Investment Counsel, LLC761$282K0.04%-7813F-HRTimeline
DV Trading LLC760$282K0.03%+20413F-HRTimeline
PFG Advisors757$281K0.01%new13F-HRTimeline
Anchor Investment Management, LLC756$280K0.02%-1313F-HRTimeline
RMR Wealth Builders756$280K0.02%013F-HRTimeline
Legacy Financial Advisors, Inc.755$280K0.04%-2013F-HRTimeline
CFG Wealth Management Services, Inc.813$279K0.25%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC750$278K0.04%013F-HRTimeline
Procyon Advisors, LLC745$276K0.01%+313F-HRTimeline
Summit Place Financial Advisors, LLC745$276K0.13%013F-HRTimeline
M3 Advisory Group, LLC743$276K0.17%+113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC741$275K0.02%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…710$275K<0.01%013F-HRTimeline
SAPIENT CAPITAL LLC734$272K<0.01%013F-HR/ATimeline
Investmark Advisory Group LLC729$270K0.12%013F-HRTimeline
Van Hulzen Asset Management, LLC725$269K0.02%013F-HRTimeline
Linden Thomas Advisory Services, LLC723$268K0.03%+6413F-HRTimeline
Cannon Financial Strategists, Inc.723$268K0.04%013F-HRTimeline
Evanson Asset Management, LLC716$265K0.01%013F-HRTimeline
Shepherd Street Advisors LLC708$262K0.26%013F-HRTimeline
Petersen Hastings Wealth Advisors Inc.704$261K0.02%013F-HRTimeline
Legacy Advisors, LLC704$261K0.03%+113F-HRTimeline
QTR Family Wealth, LLC658$260K0.11%+813F-HRTimeline
Centurion Wealth Management LLC700$259K0.06%013F-HRTimeline
Bawa N Mallick Trust700$259K0.11%013F-HRTimeline
RIA Advisory Group LLC696$258K0.06%-2713F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC691$256K0.2%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO686$254K0.03%013F-HRTimeline
Winthrop Partners - WNY, LLC685$254K0.14%013F-HRTimeline
Canopy Partners, LLC682$253K0.09%013F-HRTimeline
Benchmark Financial, LLC680$252K0.23%013F-HRTimeline
Florida Trust Wealth Management Co675$250K0.01%013F-HRTimeline
OneDigital Investment Advisors LLC672$249K<0.01%013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC668$248K0.03%013F-HRTimeline
Grant Street Asset Management, Inc.666$247K0.05%+813F-HRTimeline
Auxano Advisors, LLC666$247K0.05%-6013F-HRTimeline
Pacific Center for Financial Services663$246K0.06%+3313F-HRTimeline
Marquette Asset Management, LLC661$245K0.04%-3413F-HRTimeline
Ridgewood Investments LLC658$244K0.1%13F-HRTimeline
United Advisor Group, LLC656$243K0.03%new13F-HRTimeline
Schorn Wealth LLC653$242K0.07%+213F-HRTimeline
Naviter Wealth, LLC650$241K0.03%013F-HRTimeline
Private Wealth Management Group, LLC645$239K0.06%013F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC643$238K0.09%-1,02313F-HRTimelineGroup
BostonPremier Wealth LLC638$236K0.12%+213F-HRTimeline
Dana Investment Advisors, Inc.634$235K0.01%-3613F-HRTimeline
Empire Financial Management Company, LLC634$235K0.05%013F-HRTimeline
SwitchPoint Financial Planning, LLC634$235K0.16%013F-HRTimeline
Carnegie Investment Counsel633$235K<0.01%-16813F-HRTimeline
B. Riley Wealth Advisors, Inc.650$234K0.02%-1013F-HRTimeline
Birch Hill Investment Advisors LLC630$234K0.01%-2013F-HRTimeline
Penobscot Investment Management Company…626$232K0.02%013F-HRTimeline
Optivise Advisory Services LLC622$231K0.14%013F-HRTimeline
MainStreet Investment Advisors LLC619$229K0.03%013F-HRTimeline
LJI Wealth Management, LLC615$228K0.04%013F-HRTimeline
SVB WEALTH LLC615$228K0.02%013F-HRTimeline
Granite FO LLC612$227K0.13%013F-HR/ATimeline
Partners in Financial Planning611$226K0.04%013F-HRTimeline
BSW Wealth Partners609$226K0.03%new13F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC603$224K0.01%013F-HRTimelineGroup
CCG WEALTH MANAGEMENT, LLC602$223K0.06%new13F-HRTimeline
CRA Financial Services, LLC600$222K0.03%013F-HRTimeline
Stone Wealth Partners596$221K0.2%013F-HRTimeline
Napier Financial, LLC596$221K0.05%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC593$220K0.01%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO584$216K<0.01%-12113F-HRTimeline
Wayfinding Financial, LLC584$216K0.09%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC582$216K<0.01%+113F-HRTimelineGroup
NorthCoast Asset Management LLC577$214K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.574$213K<0.01%-1413F-HRTimeline
EARNED WEALTH ADVISORS, LLC573$212K0.01%-12513F-HRTimeline
Mutual Advisors, LLC568$211K<0.01%013F-HRTimeline
BURNEY CO/566$210K0.01%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC564$209K0.03%+113F-HRTimeline
Passive Capital Management, LLC.561$208K0.06%013F-HRTimeline
DecisionMap Wealth Management, LLC558$207K0.13%-113F-HRTimeline
ALBION FINANCIAL GROUP /UT558$207K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV555$206K0.01%-613F-HRTimeline
Kohmann Bosshard Financial Services, LLC555$206K0.02%013F-HR/ATimeline
BetterWealth, LLC551$204K0.04%013F-HRTimeline
Allegheny Financial Group550$204K0.03%+213F-HRTimeline
MCF Advisors LLC550$204K0.01%013F-HRTimeline
Kearns & Associates LLC549$204K0.11%013F-HRTimeline
Godfrey Financial Associates, Inc.546$202K0.17%-1413F-HRTimeline
Marks Group Wealth Management, Inc545$202K0.02%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK545$202K<0.01%new13F-HRTimelineGroup
American Financial Advisors, LLC545$202K0.03%+113F-HRTimeline
CAPE ANN SAVINGS BANK540$200K0.1%-18513F-HRTimeline
WealthShield Partners, LLC532$197K0.02%013F-HRTimeline
Synergy Investment Management, LLC527$195K0.06%013F-HRTimeline
Friedenthal Financial508$188K0.09%new13F-HRTimeline
Beaird Harris Wealth Management, LLC504$187K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB500$185K0.01%+30013F-HRTimeline
VSM Wealth Advisory, LLC487$181K0.05%013F-HRTimeline
Newton One Investments LLC473$175K0.05%-11313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC473$175K0.01%013F-HRTimeline
Align Financial, LLC465$172K0.1%-179,42013F-HRTimeline
Addison Advisors LLC443$164K0.04%013F-HRTimeline
Sunbelt Securities, Inc.438$163K0.01%-11713F-HRTimeline
PITTENGER & ANDERSON INC428$159K0.01%+3313F-HRTimeline
Key Financial Inc425$158K0.03%013F-HRTimeline
Parkside Financial Bank & Trust422$157K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC406$151K0.03%+113F-HRTimeline
TSFG, LLC400$148K0.02%013F-HRTimeline
Realta Investment Advisors395$146K0.05%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …390$145K0.03%-11413F-HRTimelineGroup
Security National Bank379$140K0.02%-13013F-HRTimeline
TFC Financial Management, Inc.375$139K0.02%013F-HRTimeline
Kilter Group LLC370$137K0.06%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC369$137K<0.01%013F-HR/ATimeline
Plante Moran Financial Advisors, LLC368$136K0.01%-12813F-HRTimeline
Stone House Investment Management, LLC368$136K0.02%-913F-HRTimeline
Golden State Wealth Management, LLC362$134K0.01%+1713F-HRTimeline
Ritter Daniher Financial Advisory LLC /…355$132K0.02%-8013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED341$127K0.01%+33613F-HRTimeline
Blue Trust, Inc.338$125K<0.01%-4913F-HRTimeline
Operose Advisors LLC335$124K0.03%-4313F-HRTimeline
Innovative Asset Advisors Group, LLC308$114K0.07%13F-HRTimeline
Abound Wealth Management305$113K0.03%013F-HRTimeline
Front Row Advisors LLC300$111K0.04%013F-HRTimeline
NWK Group, Inc.293$109K0.04%013F-HRTimeline
SHP Wealth Management291$108K0.01%013F-HRTimeline
one8zero8, LLC290$107K0.02%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV285$106K0.02%013F-HRTimeline
Cranbrook Wealth Management, LLC275$102K0.02%013F-HRTimeline
Trust Co274$102K0.01%+21613F-HRTimeline
Strategic Wealth Partners, Ltd.273$101K0.01%013F-HRTimeline
CoreFirst Bank & Trust258$95.6K0.05%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC252$93.6K0.04%new13F-HRTimeline
HOWE & RUSLING INC252$93.5K0.01%-713F-HRTimeline
Founders Financial Alliance, LLC248$91.8K0.02%+1113F-HRTimeline
Tower View Wealth Management LLC240$89.1K0.05%013F-HRTimeline
JNBA Financial Advisors240$89K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC240$89K0.02%013F-HRTimeline
Gould Capital, LLC238$88.2K0.05%013F-HRTimeline
Parallel Advisors, LLC224$83K<0.01%013F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…215$79.7K<0.01%-313F-HRTimelineGroup
Millstone Evans Group, LLC208$77.1K0.05%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/207$76.7K0.03%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC205$76K<0.01%new13F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.200$74.1K0.01%-6113F-HRTimeline
Pflug Koory, LLC198$73.5K0.03%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.179$66.4K0.04%new13F-HRTimeline
GAMMA Investing LLC176$65.2K<0.01%-1913F-HRTimeline
Legacies Wealth LLC175$64.9K0.04%013F-HRTimeline
Strategic Wealth Advisors LLC175$64K0.05%013F-HRTimeline
Center for Financial Planning, Inc.171$63.4K0.01%013F-HRTimeline
Silicon Valley Capital Partners168$62.2K0.01%013F-HRTimeline
Missouri Trust & Investment Co167$61.9K0.02%013F-HRTimeline
Lodestone Wealth Management LLC166$61.5K0.02%013F-HR/ATimeline
MidFirst Bank166$61.5K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN163$60.4K0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC160$59.3K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.148$54.9K0.04%013F-HRTimeline
Tidemark, LLC148$54.9K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC141$52.3K0.03%013F-HRTimeline