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Disclosery

IWV ISHARES TR

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RUSSELL 3000 ETF (fund)

903 managers (913 13F filers) reported a position in IWV shares at 2026-06-30, 27,321,325 shares in all. 86 filers opened a position and 36 filers sold out during the quarter.

Managers
903
13F filers
913
New
86
Added
210
Reduced
277
Sold out
36
Shares held by filers
27,321,325

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Blue Trust, Inc.328$140K<0.01%-1013F-HRTimeline
Addison Advisors LLC326$139K0.07%-11713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC323$138K<0.01%-1,37613F-HRTimeline
Front Row Advisors LLC300$132K0.04%013F-HRTimeline
Abound Wealth Management305$130K0.03%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB300$128K<0.01%-20013F-HRTimeline
NWK Group, Inc.293$125K0.04%013F-HRTimeline
SHP Wealth Management292$125K0.01%+113F-HRTimeline
one8zero8, LLC290$124K0.02%013F-HRTimeline
Trust Co289$123K0.01%+1513F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV285$122K0.02%013F-HRTimeline
Cranbrook Wealth Management, LLC275$117K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners263$112K0.01%new13F-HRTimelineGroup
HOWE & RUSLING INC252$108K0.01%013F-HRTimeline
Founders Financial Alliance, LLC248$106K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.248$106K0.03%new13F-HRTimeline
Cassaday & Co Wealth Management LLC246$105K<0.01%+8613F-HRTimeline
JNBA Financial Advisors240$102K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC240$102K0.02%013F-HRTimeline
Gould Capital, LLC238$101K0.06%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…236$101K<0.01%+2113F-HRTimelineGroup
Tower View Wealth Management LLC236$101K0.04%-413F-HRTimeline
Parallel Advisors, LLC224$95.5K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS211$90K0.01%new13F-HRTimeline
Millstone Evans Group, LLC208$88.7K0.05%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/207$88.3K0.03%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC205$87.4K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC202$86.1K0.01%-33013F-HRTimeline
Pflug Koory, LLC199$84.7K0.03%+113F-HRTimeline
Stone House Investment Management, LLC192$81.9K0.01%-17613F-HRTimeline
Legacies Wealth LLC175$74.6K0.04%013F-HRTimeline
SIMPLEX TRADING, LLC173$73.8K<0.01%new13F-HRTimeline
Silicon Valley Capital Partners168$71.7K0.01%013F-HRTimeline
Lodestone Wealth Management LLC166$70.8K0.02%013F-HRTimeline
MidFirst Bank166$70.8K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN163$69.5K0.01%013F-HRTimeline
Strategic Wealth Advisors LLC175$67K0.06%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.148$63.1K0.04%013F-HRTimeline
Tidemark, LLC148$63.1K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC141$60.3K0.04%013F-HRTimeline
Center for Financial Planning, Inc.139$59.3K0.01%-3213F-HRTimeline
BALLAST ADVISORS LLC131$56K0.01%013F-HRTimeline
GAMMA Investing LLC128$54.6K<0.01%-4813F-HRTimeline
Advocate Investing Services LLC126$53.7K0.04%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC120$51.2K<0.01%013F-HRTimeline
Copia Wealth Management117$49.9K0.03%013F-HRTimeline
Aventura Private Wealth, LLC116$49.5K0.02%+11513F-HRTimeline
Glass Jacobson Investment Advisors llc110$46.9K0.01%013F-HRTimeline
Hughes Financial Services, LLC108$46.1K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…106$45.2K<0.01%013F-HRTimeline
LONDON CO OF VIRGINIA105$45K<0.01%+8713F-HRTimeline
LANARK FINANCIAL, INC.100$42.6K<0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC100$42.6K0.01%013F-HRTimeline
Chung Wu Investment Group, LLC100$42.6K0.03%new13F-HRTimeline
RMG Wealth Management LLC95$41.8K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.93$39.7K<0.01%013F-HRTimeline
Bangor Savings Bank85$36.2K<0.01%013F-HRTimeline
Breakwater Investment Management83$35.4K0.01%013F-HRTimeline
JDM Financial Group LLC73$31.1K0.01%013F-HRTimeline
MOTCO68$29K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC63$26.9K0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC60$25.6K0.01%013F-HRTimeline
Coston, McIsaac & Partners59$25K0.01%013F-HRTimeline
High Point Wealth Management, LLC57$24.3K0.02%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP56$23.9K<0.01%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC56$23.9K0.01%013F-HRTimeline
Regatta Research & Money Management55$23.5K0.02%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC55$23.4K<0.01%013F-HRTimeline
Walsh & Associates, LLC55$23.4K0.02%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.51$21.7K<0.01%013F-HRTimelineGroup
CNB Bank50$21.3K0.01%013F-HRTimeline
Financial Perspectives, Inc50$21.3K0.01%013F-HRTimeline
GROUP ONE TRADING LLC49$20.9K<0.01%new13F-HRTimeline
Operose Advisors LLC49$20.9K<0.01%-28613F-HRTimeline
OAKWORTH CAPITAL, INC.44$18.8K<0.01%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC42$17.9K<0.01%013F-HRTimeline
Imprint Wealth LLC34$14.5K0.06%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC34$14.5K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC31$13.3K0.01%013F-HRTimeline
Creative Capital Management Investments…31$13.2K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC30$12.8K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC30$12.8K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC28$11.9K0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC27$11.4K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC25$10.7K0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.23$9.81K<0.01%013F-HRTimeline
Financial Life Planners23$9.61K0.01%+113F-HRTimeline
Vision Retirement, LLC20$8.53K<0.01%013F-HRTimeline
GW&K Investment Management, LLC14$6K<0.01%013F-HRTimeline
MH & ASSOCIATES SECURITIES MANAGEMENT C…14$5.97K0.01%013F-HRTimeline
Continuum Advisory, LLC12$5.12K<0.01%new13F-HRTimeline
Armor Investment Advisors, LLC11$4.69K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC10$4.26K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp10$4.26K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.10$4.26K<0.01%013F-HR/ATimeline
Kingdom Financial Group LLC.8$3.42K<0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5$2.3K<0.01%-33613F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC5$2.15K<0.01%013F-HRTimeline
BFSG, LLC5$2.13K<0.01%013F-HRTimeline
Strategic Advocates LLC5$2.13K0.01%013F-HRTimeline
Bullseye Investment Management, LLC3$1.28K<0.01%013F-HRTimeline
NFSG Corp2$855<0.01%new13F-HRTimeline
Nemes Rush Group LLC1$426<0.01%013F-HRTimeline