Skip to content
Disclosery

IWV ISHARES TR

Follow

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
BALLAST ADVISORS LLC131$48.7K0.01%013F-HR/ATimeline
Team Financial Group, LLC131$48.6K0.02%013F-HRTimeline
Advocate Investing Services LLC126$46.7K0.04%013F-HRTimeline
Horizons Wealth Management122$45.2K0.03%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC120$44.5K<0.01%new13F-HR/ATimeline
Financial Connections Group, Inc.120$44K0.02%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC118$43.7K<0.01%new13F-HRTimelineGroup
Copia Wealth Management117$43.4K0.03%013F-HRTimeline
Glass Jacobson Investment Advisors llc110$40.8K0.01%013F-HRTimeline
Hughes Financial Services, LLC108$40K0.01%013F-HRTimeline
RMG Wealth Management LLC95$39.8K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…106$39.3K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.100$37.1K<0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC100$37.1K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.93$34.5K<0.01%013F-HRTimeline
Bangor Savings Bank85$31.5K<0.01%-14013F-HRTimeline
Breakwater Investment Management83$30.8K0.01%013F-HRTimeline
JDM Financial Group LLC73$27K0.01%013F-HRTimeline
MOTCO68$25.2K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC63$23.4K0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC60$22.2K0.01%013F-HRTimeline
High Point Wealth Management, LLC57$21.1K0.02%013F-HRTimeline
Coston, McIsaac & Partners59$21K<0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC56$20.8K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC55$20.4K<0.01%013F-HRTimeline
Walsh & Associates, LLC55$20.3K0.02%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.51$18.9K<0.01%new13F-HRTimelineGroup
CNB Bank50$18.5K0.01%013F-HRTimeline
Financial Perspectives, Inc50$18.5K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.44$16.3K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/43$15.9K<0.01%013F-HRTimelineGroup
CAMBIENT FAMILY OFFICE, LLC42$15.6K<0.01%013F-HRTimeline
North Star Investment Management Corp.34$12.6K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC34$12.6K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC31$11.5K0.01%013F-HRTimeline
Creative Capital Management Investments…31$11.5K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC30$11.1K<0.01%-3013F-HRTimeline
Glen Eagle Advisors, LLC30$11.1K<0.01%013F-HRTimeline
LM Advisors LLC3,945$10.6K0.18%+12713F-HRTimeline
Delos Wealth Advisors, LLC28$10.4K0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC27$9.86K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC25$9.27K0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.23$8.53K<0.01%new13F-HRTimeline
Financial Life Planners22$8.33K0.01%new13F-HRTimeline
SWAN Capital LLC22$8.15K<0.01%new13F-HRTimeline
Vision Retirement, LLC20$7.41K<0.01%013F-HRTimeline
LONDON CO OF VIRGINIA18$6.83K<0.01%-56213F-HRTimeline
MH & ASSOCIATES SECURITIES MANAGEMENT C…14$5.19K<0.01%013F-HRTimeline
GW&K Investment Management, LLC14$5K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC11$4.08K<0.01%013F-HRTimeline
Rossby Financial, LCC10$3.73K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC10$3.71K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC10$3.71K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp10$3.71K<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.10$3.71K<0.01%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…965,992$2.61K<0.01%+963,38613F-HRTimelineGroup
PROATHLETE WEALTH MANAGEMENT LLC5$1.87K<0.01%013F-HRTimeline
BFSG, LLC5$1.85K<0.01%013F-HRTimeline
Strategic Advocates LLC5$1.85K0.01%-56913F-HRTimeline
Bullseye Investment Management, LLC3$1.11K<0.01%013F-HRTimeline
Nemes Rush Group LLC1$371<0.01%013F-HRTimeline
Aventura Private Wealth, LLC1$371<0.01%013F-HRTimeline