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Disclosery

IWV ISHARES TR

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RUSSELL 3000 ETF (fund)

845 managers (851 13F filers) reported a position in IWV shares at 2024-12-31, 25,721,389 shares in all. 51 filers opened a position and 18 filers sold out during the quarter.

Managers
845
13F filers
851
New
51
Added
236
Reduced
236
Sold out
18
Shares held by filers
25,721,389

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Washington Trust Advisors, Inc.93$31.1K<0.01%013F-HRTimeline
Park Place Capital Corp90$30.1K0.01%013F-HRTimeline
Beacon Capital Management, LLC89$29.7K<0.01%013F-HRTimeline
Breakwater Investment Management83$27.7K0.01%013F-HR/ATimeline
Game Plan Financial Advisors, LLC75$25.1K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC75$25.1K0.01%013F-HRTimelineGroup
2UniFi Bank75$25.1K0.02%13F-HRTimeline
Activest Wealth Management73$24.4K0.01%013F-HRTimeline
JDM Financial Group LLC73$24.4K0.01%013F-HRTimeline
MOTCO68$22.7K<0.01%-5713F-HRTimeline
Coston, McIsaac & Partners59$19K0.01%013F-HRTimeline
Center for Financial Planning, Inc.56$18.7K<0.01%+3013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC56$18.7K0.01%013F-HRTimeline
CNB Bank50$16.7K0.01%013F-HRTimeline
Financial Perspectives, Inc50$16.7K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC50$16.7K<0.01%13F-HRTimeline
Operose Advisors LLC49$16.4K0.01%013F-HRTimeline
Glassman Wealth Services49$16.3K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/47$15.7K0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.44$14.7K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/43$14.4K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC32$11K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC31$10.3K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…30$10.3K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC30$10K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC26$8.78K<0.01%013F-HRTimeline
Sugar Maple Asset Management, LLC25$8.36K0.01%new13F-HRTimeline
Financial Life Planners22$7.42K0.01%13F-HRTimeline
North Star Investment Management Corp.19$6.35K<0.01%013F-HRTimeline
Trust Co19$6.29K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC16$5.35K<0.01%13F-HRTimeline
GW&K Investment Management, LLC14$5K<0.01%013F-HRTimeline
Larson Financial Group LLC12$4.01K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC11$3.68K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10$3.34K<0.01%-21013F-HRTimeline
WOLFF WIESE MAGANA LLC10$3.34K<0.01%new13F-HRTimeline
BFSG, LLC9$3.01K<0.01%013F-HRTimeline
Continuum Advisory, LLC9$3.01K<0.01%-2413F-HRTimeline
GAMMA Investing LLC8$2.67K<0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5$1.8K<0.01%013F-HRTimeline
Nemes Rush Group LLC4$1.34K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2$668<0.01%-2,78613F-HRTimelineGroup
Aventura Private Wealth, LLC1$334<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Members Trust Co975$326M013F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.