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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
SCS Capital Management LLC1,745,318$583M12.03%-203,00313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,153,860$386M0.05%+82,49213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,136,503$380M0.03%+65,60813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,018,709$341M0.03%+74,37913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.792,159$265M0.01%+48,08113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC628,621$210M0.04%+23,19613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO603,980$202M0.02%+152,26013F-HRTimelineGroup
UNC Management Company, Inc.575,639$192M19.33%+1,71913F-HRTimeline
PITCAIRN COin group PITCAIRN CO551,589$184M10.89%-7,35513F-HRTimelineGroup
LPL Financial LLC495,529$166M0.07%+26,37213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC451,546$151M0.04%+3,38613F-HRTimelineGroup
UBS Group AGin group UBS Group AG443,102$148M0.03%+12,98013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS393,373$131M0.1%+392,86413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding380,463$127M-6,788Timeline
Evensky & Katz LLC378,769$127M8.28%-11,15413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…319,682$107M0.07%+10,51013F-HRTimelineGroup
HighTower Advisors, LLC313,229$105M0.14%+2,95113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN310,272$104M0.02%+75,71113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp308,796$103M0.02%-13,58713F-HRTimelineGroup
SENTINEL TRUST CO LBA307,026$103M11.78%-18,73113F-HRTimeline
TLWM294,384$98.4M19.36%+1,62313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC266,950$89.2M0.56%+233,22213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP246,035$81.5M0.14%-12,38013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS237,306$79.3M0.23%-7,16913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding207,359$69.3M+43,533Timeline
MERCER GLOBAL ADVISORS INC /ADV203,726$68.1M0.17%+43,02413F-HRTimeline
BLAIR WILLIAM & CO/IL199,544$66.7M0.19%-9,51113F-HRTimeline
Family Firm, Inc.196,757$65.8M14.63%-701,58813F-HRTimeline
CSM Advisors, LLC186,800$62.4M2.92%+93,40013F-HR/ATimeline
GM Advisory Group, LLC183,594$61.4M3.4%+1,32613F-HRTimeline
Proficio Capital Partners LLC171,140$57.2M4.64%-4,62913F-HR/ATimeline
Ballentine Partners, LLC168,440$56.3M0.96%+5913F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC167,695$56.1M2.81%+6,38813F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC165,850$55.4M0.09%-7,23013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…163,042$54.5M0.76%+3,83113F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA159,700$53.4M0.09%013F-HR/ATimelineGroup
DAVIS R M INC159,477$53.3M1.04%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK158,258$52.9M0.33%-3,21013F-HRTimelineGroup
Waverly Advisors, LLC152,237$50.9M0.79%+9,72513F-HRTimeline
FFT WEALTH MANAGEMENT LLC142,311$47.6M3.58%+8,48213F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA141,992$47.5M0.14%+6,27513F-HRTimelineGroup
AlphaCore Capital LLC139,422$46.6M10.07%-22,38013F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC133,261$44.5M15.36%+116,74113F-HRTimeline
Mill Creek Capital Advisors, LLC127,931$42.8M1.03%+1,48013F-HRTimeline
Wind River Trust Co124,692$41.7M16.39%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC121,668$40.7M0.02%13F-HR/ATimelineGroup
Franklin Resourcesgroup of 2 filers holding120,893$40.4M-13,278Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA118,845$39.7M0.01%+25,58613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.115,796$38.7M0.09%+4,57113F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP112,763$37.7M0.04%+4,69913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC110,749$37M0.05%+26613F-HRTimeline
Geneos Wealth Management Inc.105,967$35.4M1.24%+91513F-HRTimeline
Caprock Group, LLC105,698$35.3M1.15%-22013F-HRTimeline
Cresset Asset Management, LLC105,201$35.2M0.17%-42,64513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/104,574$35M0.02%+2,85213F-HRTimelineGroup
PENNINGTON PARTNERS & CO., LLC103,270$34.5M17.11%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.99,836$33.4M0.58%-74613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tanglewood Wealth Management, Inc.98,253$32.8M3.78%-4613F-HRTimeline
COMERICA BANK95,836$32M0.13%-1,66113F-HR/ATimeline
Clearstead Advisors, LLC93,505$31.3M0.48%+30213F-HRTimeline
NSI Retail Advisors, LLC93,400$31.2M4.96%013F-HRTimeline
Portfolio Strategies, Inc.91,651$30.6M4.35%-27,97313F-HRTimeline
Waldron Private Wealth LLC91,536$30.6M1.23%-14413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\89,509$29.9M0.04%-85113F-HRTimelineGroup
Cetera Investment Advisers88,452$29.6M0.06%+24,38413F-HRTimeline
Provenance Wealth Advisors, LLC87,817$29.4M3.79%-1,05113F-HRTimeline
IEQ CAPITAL, LLC86,504$28.9M0.28%+2,81413F-HRTimeline
BRIGHTON JONES LLC85,443$28.6M0.83%-32313F-HR/ATimeline
HB Wealth Management, LLC84,327$28.2M0.29%-90913F-HRTimeline
Independent Advisor Alliance81,612$27.3M0.36%new13F-HRTimeline
Great Diamond Partners, LLC80,408$26.9M6.95%-1,75813F-HRTimeline
Mariner, LLCin group Mariner, LLC80,220$26.8M0.05%+1,80513F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding76,360$25.5M-262Timeline
Embree Financial Group73,335$24.5M4.19%-10813F-HRTimeline
Brooklyn FI, LLC72,405$24.2M8.05%-1,05413F-HR/ATimeline
Finley Financial, LLC70,872$24M12.5%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV70,664$23.6M1.73%-56413F-HRTimeline
Trajan Wealth LLC70,598$23.6M1.31%-1,87213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC67,255$22.5M0.18%-20413F-HRTimelineGroup
Stairway Partners, LLC65,508$21.9M1.38%-3,13013F-HRTimeline
FMR LLCin group FMR LLC65,322$21.8M<0.01%+12,73913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management63,103$21.1M0.31%+3,16613F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC62,680$21M0.2%+21713F-HRTimeline
Campbell Wealth Management62,225$20.8M1.87%+1,18613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC61,240$20.5M0.04%+6413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.59,950$20M0.13%+7,69113F-HRTimeline
Truepoint, Inc.59,896$20M0.54%-84313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…59,646$19.9M0.05%-7,16613F-HRTimelineGroup
RHUMBLINE ADVISERS59,165$19.8M0.02%+41,41913F-HR/ATimeline
First Horizon Advisors, Inc.58,416$19.5M0.55%+16,50013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding57,833$19.3M+9,237Timeline
Compass Financial Group, Inc.57,284$19.1M9.16%-1,09713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC56,490$18.9M0.46%+4313F-HRTimeline
Christopher J. Hasenberg, Inc56,195$18.8M7.57%-34,20813F-HRTimeline
UMB Bank, n.a.54,219$18.1M0.29%+17,74513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wealthstream Advisors, Inc.54,015$18.1M3.33%-23713F-HRTimeline
Diversified Portfolios, Inc.53,859$18M1.96%-13013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC53,576$17.9M0.41%-1,30813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…53,436$17.9M0.35%+3,62213F-HRTimelineGroup
EPIQ PARTNERS, LLC53,190$17.8M9.62%-49413F-HRTimeline
O'Brien Wealth Partners LLC51,415$17.2M3.1%-4313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…50,974$17M0.01%-70613F-HRTimelineGroup
Strategic Equity Management50,282$16.8M7.08%+2,90413F-HRTimeline
CHURCHILL MANAGEMENT Corp49,786$16.6M0.18%-80713F-HRTimeline
Balentine LLC48,839$16.3M0.66%+14713F-HRTimeline
Wealthspire Advisors, LLC47,908$16M0.16%+1213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.46,007$15.4M0.37%+23813F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…45,517$15.2M0.13%-1,11813F-HRTimelineGroup
Crestwood Advisors Group, LLC43,366$14.5M0.27%+4213F-HRTimeline
Ariadne Wealth Management, LP41,547$14.4M6.58%-1,00013F-HRTimeline
KDK Private Wealth Management, LLC42,329$14.1M14.69%13F-HRTimeline
HANOVER ADVISORS INC41,921$14M5.88%+52513F-HRTimeline
Tanager Wealth Management LLP41,212$13.8M1.79%+87513F-HRTimeline
First National Trust Co40,714$13.6M0.51%+1,16213F-HRTimeline
Clark Capital Management Group, Inc.40,212$13.4M0.09%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP38,780$13M0.02%+34213F-HRTimelineGroup
Ipswich Investment Management Co., Inc.38,699$12.9M3.11%+1,42013F-HRTimeline
Moss Adams Wealth Advisors LLC38,327$12.8M1.35%-91613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC37,249$12.5M0.02%-3,47413F-HRTimelineGroup
Roble, Belko & Company, Inc37,236$12.4M1.98%013F-HRTimeline
Fund Evaluation Group, LLC37,177$12.4M0.58%+1113F-HRTimeline
Conservest Capital Advisors, Inc.37,040$12.4M1.28%+24913F-HRTimeline
Creative Planningin group Creative Planning36,212$12.1M0.01%+1,51213F-HRTimelineGroup
MONEYWISE, INC.35,673$11.9M5.98%+2,95613F-HRTimeline
ZACKS INVESTMENT MANAGEMENT35,609$11.9M0.11%+28,50113F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC35,325$11.8M0.14%-5813F-HRTimelineGroup
POM Investment Strategies, LLC35,216$11.8M8.87%+48613F-HRTimeline
BigSur Wealth Management LLC35,000$11.7M3.34%013F-HRTimeline
JFS WEALTH ADVISORS, LLC34,892$11.7M0.8%-1,62413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC34,817$11.6M0.01%-68313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…34,650$11.6M0.02%+20,31513F-HR/ATimeline
CWM, LLCin group CWM, LLC30,558$10.2M0.04%-4,44913F-HRTimelineGroup
jvl associates llc29,127$9.74M3.69%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…28,942$9.67M0.04%+15,77013F-HRTimelineGroup
ASPIRIANT, LLC28,229$9.44M0.34%+2,17313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP27,700$9.26M0.02%new13F-HRTimelineGroup
First Heartland Consultants, Inc.27,555$9.21M0.94%-18,11913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP26,920$9M0.01%+6,97813F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC26,630$8.9M0.06%-2,36113F-HRTimeline
FORTE ASSET MANAGEMENT LLC26,479$8.85M4.7%-78713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC26,187$8.75M0.04%+1,62013F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.25,581$8.55M<0.01%-16113F-HRTimeline
Beacon Pointe Advisors, LLC25,401$8.49M0.09%+18,25213F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC25,361$8.48M<0.01%+513F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.24,396$8.21M0.01%+4,07313F-HRTimelineGroup
Humankind Investments LLC24,570$8.21M2.08%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …24,216$8.09M0.01%-6,11513F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co23,244$7.77M0.1%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB23,013$7.69M0.14%-72513F-HRTimeline
Running Point Capital Advisors, LLC23,003$7.69M2.63%013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI22,870$7.64M0.55%013F-HRTimeline
One Day In July LLC22,848$7.64M0.8%+71913F-HRTimeline
Post Resch Tallon Group Inc.22,809$7.61M7.33%13F-HRTimeline
St. Louis Trust Co22,551$7.54M1.08%-35713F-HRTimeline
LCNB CORP22,278$7.45M2.71%-2513F-HRTimeline
Circle Wealth Management, LLC22,119$7.39M0.16%013F-HRTimeline
Moran Wealth Management, LLC21,946$7.34M0.23%+21,10713F-HRTimeline
Advisory Services Network, LLC21,235$7.1M0.13%+59613F-HRTimeline
Laird Norton Wetherby Wealth Management…21,020$7.03M0.34%-15313F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC20,941$7M0.39%-14813F-HR/ATimeline
Legacy Trust20,928$7M1.62%-18713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.20,293$6.78M0.01%+11013F-HRTimelineGroup
LGL PARTNERS, LLC20,179$6.74M0.98%-32013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO19,989$6.68M0.01%new13F-HRTimelineGroup
Sheridan Capital Management, LLC19,949$6.67M4.68%+6313F-HRTimeline
Winthrop Advisory Group LLC19,420$6.49M0.78%+11013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC19,236$6.43M0.05%+17,82213F-HRTimeline
Cambridge Investment Research Advisors,…19,096$6.38M0.02%+1,23313F-HRTimeline
WEST PACES ADVISORS INC.19,021$6.36M1.55%-313F-HRTimeline
Everhart Financial Group, Inc.18,986$6.35M1.31%+12,84713F-HRTimeline
WHITTIER TRUST CO18,971$6.34M0.08%013F-HRTimeline
Jordan Park Group LLC18,898$6.32M0.47%-3,88113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA18,848$6.3M0.03%-10,89013F-HRTimelineGroup
REBALANCE, LLC18,790$6.28M0.47%+5413F-HRTimeline
Triune Financial Partners, LLC18,131$6.06M1.91%-64713F-HRTimeline
Orion Porfolio Solutions, LLC18,018$6.02M0.06%-2,64113F-HRTimeline
Orion Portfolio Solutions, LLC18,018$6.02M0.06%-2,64113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding17,910$5.99M+392Timeline
VICTORY CAPITAL MANAGEMENT INC17,784$5.94M0.01%+3,53013F-HRTimeline
Elyxium Wealth, LLC17,730$5.93M3.61%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.17,567$5.87M0.54%013F-HRTimelineGroup
Maridea Wealth Management LLC17,400$5.82M1.87%13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.16,922$5.66M0.01%+16,31913F-HRTimelineGroup
Sheets Smith Investment Management16,869$5.64M4.78%13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP16,858$5.63M0.13%-2213F-HRTimeline
Chicago Partners Investment Group LLC16,655$5.61M0.19%-21713F-HRTimeline
Gilbert & Cook, Inc.16,575$5.54M0.78%+1313F-HRTimeline
Private Advisor Group, LLC16,077$5.37M0.03%+22413F-HRTimeline
MPS Loria Financial Planners, LLC16,051$5.36M1.59%+14013F-HRTimeline
William Howard & Co Financial Advisors …16,041$5.36M4.85%-1513F-HRTimeline
Ascent Wealth Partners, LLC15,826$5.29M0.71%-713F-HRTimeline
Financial Council, LLC15,763$5.27M2.72%+513F-HRTimeline
Aries Wealth Management15,294$5.11M1.41%013F-HRTimeline
EP Wealth Advisors, LLC15,041$5.03M0.04%-46813F-HRTimeline
Cedar Wealth Management, LLC15,009$5.02M1.81%-10013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC14,995$5.01M1.25%+74713F-HRTimelineGroup
Intelligence Driven Advisers, LLC14,900$4.98M0.94%-10,29313F-HRTimeline
MML INVESTORS SERVICES, LLC14,698$4.91M0.02%-3,50313F-HRTimeline
COZAD ASSET MANAGEMENT INC14,559$4.87M0.45%013F-HRTimeline
Stone House Investment Management, LLC14,482$4.84M1.23%-1,26413F-HRTimeline