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Disclosery

IWV ISHARES TR

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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.

HolderSharesValue% of portfolioChangeSource
Strategic Wealth Partners, Ltd.273$106K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners262$101K0.01%+113F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.261$101K0.01%new13F-HRTimeline
HOWE & RUSLING INC259$100K0.01%013F-HRTimeline
CoreFirst Bank & Trust258$99.8K0.05%new13F-HRTimeline
Cape Investment Advisory, Inc.247$95.7K0.03%+20813F-HRTimeline
JNBA Financial Advisors240$92.9K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC240$92.8K0.02%-32013F-HRTimeline
Tower View Wealth Management LLC240$92.8K0.05%+113F-HRTimeline
Gould Capital, LLC238$92.1K0.06%-9313F-HRTimeline
Founders Financial Alliance, LLC237$91.7K0.02%-913F-HRTimeline
Bangor Savings Bank225$87K0.01%013F-HRTimeline
Parallel Advisors, LLC224$86.7K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…218$84.3K<0.01%-3013F-HRTimelineGroup
Millstone Evans Group, LLC208$80.5K0.05%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/207$80.1K0.03%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB200$77.4K<0.01%013F-HRTimeline
Pflug Koory, LLC198$76.6K0.04%013F-HRTimeline
Qube Research & Technologies Ltd195$75.4K<0.01%-26313F-HRTimeline
GAMMA Investing LLC195$75.4K<0.01%-6713F-HRTimeline
Legacies Wealth LLC175$67.7K0.04%013F-HRTimeline
Strategic Wealth Advisors LLC175$67K0.06%13F-HRTimeline
Center for Financial Planning, Inc.171$66.2K0.01%-513F-HRTimeline
Silicon Valley Capital Partners168$64.8K0.01%+113F-HRTimeline
Missouri Trust & Investment Co167$64.6K0.02%013F-HRTimeline
Lodestone Wealth Management LLC166$64.2K0.03%new13F-HRTimeline
MidFirst Bank166$64.2K0.01%13F-HRTimeline
Laurel Wealth Advisors LLC165$63.8K0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN163$63.1K0.01%-413F-HRTimeline
ORG Partners LLC152$58.8K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.148$57.3K0.04%013F-HRTimeline
Tidemark, LLC148$57.3K0.02%013F-HRTimeline
Atlantic Private Wealth, LLC141$54.5K0.03%+113F-HRTimeline
BALLAST ADVISORS LLC131$50.8K0.01%-913F-HRTimeline
Team Financial Group, LLC131$50.7K0.02%013F-HRTimeline
Advocate Investing Services LLC126$48.7K0.04%13F-HRTimeline
Horizons Wealth Management122$47.2K0.03%013F-HRTimeline
Financial Connections Group, Inc.120$46K0.02%013F-HRTimeline
Copia Wealth Management117$45.3K0.03%013F-HRTimeline
Glass Jacobson Investment Advisors llc110$42.6K0.02%013F-HRTimeline
Hughes Financial Services, LLC108$41.8K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…106$41K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.100$38.7K<0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC100$38.7K0.01%013F-HRTimeline
LRI Investments, LLC100$38.7K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.93$36K<0.01%013F-HRTimeline
Park Place Capital Corp83$32.1K0.01%013F-HRTimeline
Breakwater Investment Management83$32.1K0.01%013F-HRTimeline
Smithfield Trust Co77$30K<0.01%new13F-HRTimeline
JDM Financial Group LLC73$28.2K0.01%013F-HRTimeline
MOTCO68$26.3K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC63$24.8K0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC60$23.2K0.01%-1513F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC60$23.2K0.01%013F-HRTimeline
Trust Co58$22.4K<0.01%+2313F-HRTimeline
Coston, McIsaac & Partners59$22K0.01%013F-HRTimeline
High Point Wealth Management, LLC57$22K0.02%13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC56$21.7K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC55$21.2K<0.01%013F-HRTimeline
Walsh & Associates, LLC55$21.1K0.02%13F-HRTimeline
CNB Bank50$19.3K0.01%013F-HRTimeline
Financial Perspectives, Inc50$19.3K0.01%013F-HRTimeline
Glassman Wealth Services49$18.9K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.44$17K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/43$16.6K<0.01%013F-HRTimelineGroup
CAMBIENT FAMILY OFFICE, LLC42$16.2K<0.01%13F-HRTimeline
North Star Investment Management Corp.34$13.2K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC34$13.2K0.01%13F-HRTimeline
Creative Capital Management Investments…31$12K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC31$12K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC30$11.6K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC28$10.8K0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC27$10.3K<0.01%+113F-HRTimeline
LM Advisors LLC3,818$9.87K0.19%-6,03113F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC25$9.67K0.01%13F-HRTimeline
Vision Retirement, LLC20$7.74K<0.01%13F-HRTimeline
MH & ASSOCIATES SECURITIES MANAGEMENT C…14$5.42K<0.01%13F-HRTimeline
GW&K Investment Management, LLC14$5K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC11$4.25K<0.01%-3513F-HRTimeline
WOLFF WIESE MAGANA LLC10$3.87K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC10$3.87K<0.01%new13F-HRTimeline
Rossby Financial, LCC10$3.87K<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.10$3.87K<0.01%13F-HRTimeline
IFC & Insurance Marketing, Inc.9$3K<0.01%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5$2.1K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC5$1.94K<0.01%013F-HRTimeline
BFSG, LLC5$1.94K<0.01%-413F-HRTimeline
Bullseye Investment Management, LLC3$1.16K<0.01%new13F-HRTimeline
Nemes Rush Group LLC1$387<0.01%013F-HRTimeline
Aventura Private Wealth, LLC1$387<0.01%013F-HRTimeline
Align Financial, LLC179,885$180K13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.