Skip to content
Disclosery

IWV ISHARES TR

Follow

RUSSELL 3000 ETF (fund)

802 managers (807 13F filers) reported a position in IWV shares at 2025-03-31, 25,129,874 shares in all. 36 filers opened a position and 67 filers sold out during the quarter.

Managers
802
13F filers
807
New
36
Added
215
Reduced
268
Sold out
67
Shares held by filers
25,129,874

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SCS Capital Management LLC1,902,762$604M7.69%+157,44413F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY1,160,653$369M0.03%+24,15013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,132,352$360M0.05%-21,50813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC918,200$292M0.06%+289,57913F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.916,759$291M0.01%+124,60013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/794,482$252M0.02%-224,22713F-HRTimelineGroup
UNC Management Company, Inc.577,129$183M19.65%+1,49013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO575,186$183M0.01%-28,79413F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO536,971$171M10.29%-14,61813F-HRTimelineGroup
LPL Financial LLC501,659$159M0.06%+6,13013F-HRTimeline
UBS Group AGin group UBS Group AG438,331$139M0.03%-4,77113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC388,557$123M0.03%-62,98913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding377,317$120M-3,146Timeline
Evensky & Katz LLC365,204$116M7.78%-13,56513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…333,439$106M0.06%+13,75713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp319,067$101M0.02%+10,27113F-HRTimelineGroup
HighTower Advisors, LLC308,661$98M0.13%-4,56813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS299,027$95M0.24%+61,72113F-HRTimeline
TLWM295,435$93.8M18.76%+1,05113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC294,156$93.4M0.55%+27,20613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN271,888$86.4M0.02%-38,38413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP255,410$81.1M0.13%+9,37513F-HRTimelineGroup
SENTINEL TRUST CO LBA252,872$80.3M9.47%-54,15413F-HRTimeline
Geneos Wealth Management Inc.227,921$72.4M1.06%+121,95413F-HRTimeline
FMR LLCin group FMR LLC222,465$70.7M<0.01%+157,14313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV211,735$67.3M0.15%+8,00913F-HRTimeline
BLAIR WILLIAM & CO/IL199,363$63.3M0.19%-18113F-HRTimeline
Family Firm, Inc.193,861$61.6M13.75%-2,89613F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC189,946$60.3M3.01%+22,25113F-HRTimelineGroup
GM Advisory Group, LLC180,763$57.4M3.1%-2,83113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC165,850$52.7M0.09%013F-HRTimelineGroup
Ballentine Partners, LLC165,631$52.6M0.91%-2,80913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK164,884$52.4M0.33%+6,62613F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA159,700$50.7M0.11%013F-HR/ATimelineGroup
DAVIS R M INC159,477$50.7M1.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding156,440$49.7M-50,919Timeline
Waverly Advisors, LLC156,190$49.6M0.61%+3,95313F-HRTimeline
Proficio Capital Partners LLC154,679$49.3M3.81%-16,46113F-HRTimeline
AlphaCore Capital LLC154,840$49.2M4.18%+15,41813F-HRTimeline
Bricktown Capital, LLC143,120$45.5M8.52%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC141,848$45.1M0.02%+20,18013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…137,881$43.8M0.64%-25,16113F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding134,034$42.6M+13,141Timeline
Mill Creek Capital Advisors, LLC130,295$41.4M1%+2,36413F-HRTimeline
FFT WEALTH MANAGEMENT LLC129,579$41.2M8.61%-12,73213F-HRTimeline
Wind River Trust Co124,692$39.6M16.99%013F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC122,201$38.8M15.59%-11,06013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.120,997$38.5M0.09%+5,20113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/120,882$38.4M0.02%+16,30813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC119,948$38.1M0.05%+9,19913F-HRTimeline
IEQ CAPITAL, LLC118,995$37.8M0.3%+32,49113F-HRTimeline
Cresset Asset Management, LLC118,703$37.7M0.19%+13,50213F-HRTimeline
Caprock Group, LLC110,516$35.1M1.07%+4,81813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA104,015$33M0.1%-37,97713F-HRTimelineGroup
PENNINGTON PARTNERS & CO., LLC102,281$32.5M18.62%-98913F-HRTimeline
Clearstead Advisors, LLC100,383$31.9M0.49%+6,87813F-HRTimeline
Wealthspire Advisors, LLC95,534$30.3M0.18%+47,62613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.94,904$30.1M0.53%-4,93213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cetera Investment Advisers94,570$30M0.06%+6,11813F-HRTimeline
Waldron Private Wealth LLC92,084$29.2M1.38%+54813F-HRTimeline
COMERICA BANK91,402$29M0.12%-4,43413F-HRTimeline
Tanglewood Wealth Management, Inc.90,009$28.6M3.22%-8,24413F-HRTimeline
Mariner, LLCin group Mariner, LLC89,310$28.4M0.05%+9,09013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\87,750$27.9M0.04%-1,75913F-HRTimelineGroup
Provenance Wealth Advisors, LLC87,605$27.8M4%-21213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.87,573$27.8M0.17%+27,62313F-HRTimeline
Portfolio Strategies, Inc.87,350$27.7M4.3%-4,30113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP85,094$26.9M0.02%-27,66913F-HR/ATimelineGroup
HB Wealth Management, LLC82,399$26.2M0.22%-1,92813F-HRTimeline
BRIGHTON JONES LLC82,135$26.1M0.84%-3,30813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA79,548$25.3M0.01%-39,29713F-HR/ATimelineGroup
Great Diamond Partners, LLC77,556$24.6M6.73%-2,85213F-HRTimeline
Brooklyn FI, LLC75,995$24.3M7.51%+3,59013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding74,644$23.7M-1,716Timeline
Embree Financial Group72,416$23M3.85%-91913F-HRTimeline
Trajan Wealth LLC70,947$22.5M1.23%+34913F-HRTimeline
Finley Financial, LLC70,724$22.3M12.42%-14813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV67,943$21.6M1.65%-2,72113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC67,263$21.4M0.18%+813F-HR/ATimelineGroup
Stairway Partners, LLC65,068$20.7M1.27%-44013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC63,421$20.1M0.19%+74113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…61,517$19.5M0.39%+8,08113F-HRTimelineGroup
Truepoint, Inc.59,881$19M0.52%-1513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…59,410$18.9M0.05%-23613F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…59,361$18.9M0.08%+30,41913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding58,777$18.7M+944Timeline
Brookstone Capital Managementin group Brookstone Capital Management57,953$18.4M0.26%-5,15013F-HRTimelineGroup
EPIQ PARTNERS, LLC57,245$18.2M9.59%+4,05513F-HRTimeline
Compass Financial Group, Inc.57,193$18.2M9.33%-9113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC56,593$18M0.45%+10313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC56,588$18M0.04%-4,65213F-HRTimelineGroup
Wealthstream Advisors, Inc.53,882$17.1M3.2%-13313F-HRTimeline
Diversified Portfolios, Inc.53,773$17.1M1.8%-8613F-HRTimeline
Christopher J. Hasenberg, Inc52,848$16.9M6.99%-3,34713F-HRTimeline
Strategic Equity Management52,582$16.7M7.02%+2,30013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC51,475$16.4M0.39%-2,10113F-HRTimeline
O'Brien Wealth Partners LLC51,139$16.2M3.02%-27613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…49,957$15.9M0.01%-1,01713F-HRTimelineGroup
Balentine LLC48,965$15.6M0.65%+12613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC45,099$14.3M0.02%+7,85013F-HRTimelineGroup
KDK Private Wealth Management, LLC44,557$14.2M16.12%+2,22813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…44,554$14.2M0.12%-96313F-HRTimelineGroup
First Horizon Advisors, Inc.43,773$13.9M0.39%-14,64313F-HRTimeline
Crestwood Advisors Group, LLC43,401$13.8M0.26%+3513F-HRTimeline
HANOVER ADVISORS INC41,981$13.3M5.78%+6013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.41,215$13.1M0.34%-4,79213F-HRTimelineGroup
Moss Adams Wealth Advisors LLC40,438$12.8M1.35%+2,11113F-HRTimeline
First National Trust Co39,262$12.5M0.5%-1,45213F-HRTimeline
UMB Bank, n.a.38,555$12.2M0.2%-15,66413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tanager Wealth Management LLP38,535$12.2M1.59%-2,67713F-HRTimeline
Ipswich Investment Management Co., Inc.38,161$12.1M3.01%-53813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP37,685$12M0.02%-1,09513F-HRTimelineGroup
Fund Evaluation Group, LLC37,186$11.8M0.51%+913F-HRTimeline
Roble, Belko & Company, Inc37,111$11.8M1.88%-12513F-HRTimeline
Conservest Capital Advisors, Inc.37,006$11.8M1.23%-3413F-HRTimeline
MONEYWISE, INC.36,892$11.7M6.2%+1,21913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC36,708$11.7M0.01%+1,89113F-HRTimelineGroup
Creative Planningin group Creative Planning36,330$11.5M0.01%+11813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…35,964$11.4M0.02%+1,31413F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP35,654$11.3M0.19%+29,79613F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC35,325$11.2M0.13%013F-HRTimelineGroup
BigSur Wealth Management LLC35,000$11.1M3.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC34,633$11M0.74%-25913F-HRTimeline
CWM, LLCin group CWM, LLC33,949$10.8M0.04%+3,39113F-HRTimelineGroup
jvl associates llc29,127$9.25M3.73%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS28,472$9.04M0.01%-364,90113F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC28,411$9.02M4.55%+1,93213F-HRTimeline
ASPIRIANT, LLC27,961$8.88M0.31%-26813F-HRTimeline
ALLIANCEBERNSTEIN L.P.27,805$8.83M<0.01%+2,22413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP26,821$8.52M0.01%-9913F-HRTimelineGroup
First Heartland Consultants, Inc.26,220$8.33M0.86%-1,33513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.29,538$8.32M0.02%+5,14213F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC24,774$7.87M<0.01%-58713F-HRTimelineGroup
Humankind Investments LLC24,570$7.8M2.03%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC24,563$7.8M0.03%-1,62413F-HRTimelineGroup
One Day In July LLC24,233$7.7M0.77%+1,38513F-HRTimeline
Post Resch Tallon Group Inc.23,754$7.51M7.67%+94513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co23,429$7.44M0.1%+18513F-HRTimelineGroup
Wilmington Savings Fund Society, FSB23,013$7.31M0.14%013F-HRTimeline
Running Point Capital Advisors, LLC23,003$7.31M2.32%013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI22,870$7.26M0.55%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …22,816$7.25M0.01%-1,40013F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC22,811$7.25M0.01%+5,02713F-HRTimeline
LCNB CORP22,258$7.07M2.6%-2013F-HRTimeline
Circle Wealth Management, LLC22,119$7.03M0.16%013F-HRTimeline
RHUMBLINE ADVISERS22,041$7M0.01%-37,12413F-HR/ATimeline
St. Louis Trust Co21,946$6.97M1.01%-60513F-HRTimeline
Advisory Services Network, LLC21,419$6.8M0.13%+18413F-HRTimeline
Legacy Trust20,894$6.64M1.6%-3413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.20,303$6.45M0.01%+1013F-HRTimelineGroup
DHK Financial Advisors, Inc.19,850$6.31M3.46%+8,62513F-HRTimeline
Sheridan Capital Management, LLC19,789$6.29M4.58%-16013F-HRTimeline
WEST PACES ADVISORS INC.19,021$6.04M1.38%013F-HRTimeline
WHITTIER TRUST CO18,971$6.03M0.08%013F-HRTimeline
Jordan Park Group LLC18,898$6M0.44%013F-HRTimeline
REBALANCE, LLC18,836$5.98M0.44%+4613F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC18,252$5.8M0.33%-2,68913F-HRTimeline
Triune Financial Partners, LLC18,175$5.77M1.83%+4413F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.18,150$5.77M0.53%+58313F-HRTimelineGroup
Orion Porfolio Solutions, LLC18,121$5.76M0.06%+10313F-HRTimeline
Orion Portfolio Solutions, LLC18,121$5.76M0.06%+10313F-HR/ATimeline
Cambridge Investment Research Advisors,…17,961$5.71M0.02%-1,13513F-HRTimeline
Elyxium Wealth, LLC17,730$5.63M2.49%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…17,687$5.62M0.23%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding17,301$5.5M-609Timeline
Chicago Partners Investment Group LLC17,032$5.43M0.18%+37713F-HRTimeline
Quantinno Capital Management LP16,986$5.4M0.04%+4,27713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP16,868$5.36M0.13%+1013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA16,773$5.33M0.03%-2,07513F-HRTimelineGroup
Maridea Wealth Management LLC16,656$5.29M1.73%-74413F-HRTimeline
Gilbert & Cook, Inc.16,575$5.26M0.76%013F-HRTimeline
Private Advisor Group, LLC16,508$5.24M0.03%+43113F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC16,330$5.19M0.04%-10,30013F-HRTimeline
Ascent Wealth Partners, LLC15,826$5.03M0.67%013F-HRTimeline
Financial Council, LLC15,644$4.97M2.68%-11913F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC15,459$4.91M1.29%+46413F-HRTimelineGroup
Cedar Wealth Management, LLC15,434$4.9M1.74%+42513F-HRTimeline
Aries Wealth Management15,294$4.86M1.32%013F-HRTimeline
William Howard & Co Financial Advisors …14,904$4.73M4.44%-1,13713F-HRTimeline
Winthrop Advisory Group LLC14,887$4.73M0.57%-4,53313F-HRTimeline
COZAD ASSET MANAGEMENT INC14,559$4.62M0.46%013F-HRTimeline
Intelligence Driven Advisers, LLC14,390$4.57M0.88%-51013F-HRTimeline
Valeo Financial Advisors, LLC14,316$4.55M0.13%013F-HRTimeline
EP Wealth Advisors, LLC14,128$4.49M0.04%-91313F-HRTimeline
NEPC LLC14,117$4.48M0.12%new13F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV14,063$4.47M0.13%013F-HR/ATimeline
MPS Loria Financial Planners, LLC14,004$4.45M1.32%-2,04713F-HRTimeline
Sowell Financial Services LLC13,988$4.44M0.2%+63213F-HRTimeline
Aquire Wealth Advisors, LLC13,890$4.41M1.36%+1913F-HRTimeline
SIMON QUICK ADVISORS, LLC13,883$4.41M0.25%+2,03013F-HRTimeline
NewEdge Advisors, LLC13,717$4.36M0.03%+14613F-HRTimeline
MML INVESTORS SERVICES, LLC13,423$4.26M0.01%-1,27513F-HRTimeline
Lindbrook Capital, LLC13,308$4.23M0.39%+1,92313F-HRTimeline
Simmons Bankin group Simmons Bank13,280$4.22M0.32%-75813F-HRTimelineGroup
XPONANCE LLC13,263$4.21M0.04%+4,17813F-HRTimeline
Lutz Financial Services LLC13,245$4.21M0.34%-90513F-HRTimeline
Greenline Partners, LLC13,244$4.21M0.66%013F-HRTimeline
Midwest Professional Planners, LTD.13,102$4.16M1.3%+63713F-HRTimeline
Blue Fin Capital, Inc.12,942$4.11M0.8%-37813F-HRTimeline
Sequoia Financial Advisors, LLC12,591$4M0.03%+9,83713F-HRTimeline