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Disclosery

IWV ISHARES TR

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RUSSELL 3000 ETF (fund)

820 managers (825 13F filers) reported a position in IWV shares at 2025-06-30, 26,662,029 shares in all. 53 filers opened a position and 38 filers sold out during the quarter.

Managers
820
13F filers
825
New
53
Added
215
Reduced
263
Sold out
38
Shares held by filers
26,662,029

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC1,875,573$658M7.3%-27,18913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,628,319$572M0.09%+710,11913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,284,865$451M0.03%+124,21213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,200,738$421M0.01%+283,97913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,050,921$369M0.05%-81,43113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/703,270$247M0.02%-91,21213F-HRTimelineGroup
UNC Management Company, Inc.578,635$203M23.27%+1,50613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO535,959$188M0.01%-39,22713F-HRTimelineGroup
LPL Financial LLC500,570$176M0.06%-1,08913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC450,539$158M0.04%+61,98213F-HRTimelineGroup
UBS Group AGin group UBS Group AG425,778$149M0.03%-12,55313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding377,640$133M+323Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp363,288$128M0.02%+44,22113F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO362,143$127M8.33%-174,82813F-HR/ATimelineGroup
Evensky & Katz LLC360,844$127M7.73%-4,36013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…347,716$122M0.08%+14,27713F-HRTimelineGroup
HighTower Advisors, LLC304,109$107M0.13%-4,55213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC300,769$106M0.55%+6,61313F-HRTimelineGroup
TLWM294,017$103M19.61%-1,41813F-HRTimeline
FMR LLCin group FMR LLC281,451$98.8M0.01%+58,98613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN264,558$92.9M0.02%-7,33013F-HRTimelineGroup
SENTINEL TRUST CO LBA247,157$86.8M9.42%-5,71513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV234,376$82.3M0.18%+22,64113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS226,273$79.4M0.18%-72,75413F-HRTimeline
BLAIR WILLIAM & CO/IL198,408$69.6M0.19%-95513F-HRTimeline
Family Firm, Inc.184,423$64.7M15.6%-9,43813F-HRTimeline
Bricktown Capital, LLC178,520$62.7M11.35%+35,40013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC177,993$62.5M2.65%-11,95313F-HRTimelineGroup
GM Advisory Group, LLC177,728$62.4M3.08%-3,03513F-HRTimeline
Ballentine Partners, LLC166,886$58.6M0.88%+1,25513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC165,833$58.2M0.09%-1713F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK164,459$57.7M0.34%-42513F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA159,700$56.1M0.11%013F-HRTimelineGroup
DAVIS R M INC159,610$56M1.04%+13313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding157,904$55.4M+1,464Timeline
Waverly Advisors, LLC155,754$54.7M0.6%-43613F-HRTimeline
Proficio Capital Partners LLC153,369$53.8M3.36%-1,31013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC151,857$53.3M0.02%+10,00913F-HRTimelineGroup
IEQ CAPITAL, LLC149,329$52.4M0.32%+30,33413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…140,371$49.3M0.68%+2,49013F-HRTimelineGroup
AlphaCore Capital LLC140,119$49.2M1.87%-14,72113F-HRTimeline
FFT WEALTH MANAGEMENT LLC136,011$48.8M9.6%+6,43213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources135,897$47.7M0.01%+1,86313F-HRTimelineGroup
Geneos Wealth Management Inc.130,645$45.9M1.12%-97,27613F-HRTimeline
Mill Creek Capital Advisors, LLC130,302$45.7M1.01%+713F-HRTimeline
Wind River Trust Co124,692$43.8M17.55%013F-HRTimeline
Cresset Asset Management, LLC118,230$41.5M0.21%-47313F-HR/ATimeline
Clearstead Advisors, LLC104,078$36.5M0.51%+3,69513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/102,252$35.9M0.02%-18,63013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC101,282$35.5M0.05%-18,66613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.99,819$35M0.06%-21,17813F-HR/ATimelineGroup
PENNINGTON PARTNERS & CO., LLC98,726$34.7M18.58%-3,55513F-HRTimeline
Cetera Investment Advisers96,098$33.7M0.06%+1,52813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP96,571$33.7M0.03%+11,47713F-HRTimelineGroup
Wealthspire Advisors, LLC95,528$33.5M0.19%-613F-HRTimeline
Waldron Private Wealth LLC92,577$32.5M1.42%+49313F-HRTimeline
Mariner, LLCin group Mariner, LLC92,462$32.5M0.05%+3,15213F-HRTimelineGroup
COMERICA BANK90,958$31.9M0.12%-44413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.90,886$31.9M0.52%-4,01813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AVANTAX ADVISORY SERVICES, INC.87,409$30.7M0.17%-16413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\86,029$30.2M0.04%-1,72113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA85,524$30M0.01%+5,97613F-HR/ATimelineGroup
Provenance Wealth Advisors, LLC84,043$29.5M4.24%-3,56213F-HRTimeline
BRIGHTON JONES LLC83,353$29.3M0.79%+1,21813F-HRTimeline
HB Wealth Management, LLC82,501$29M0.23%+10213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP217,593$28.9M0.04%-37,81713F-HR/ATimelineGroup
Great Diamond Partners, LLC78,284$27.5M5.8%+72813F-HRTimeline
Brooklyn FI, LLC77,290$27.1M6.95%+1,29513F-HRTimeline
Tanglewood Wealth Management, Inc.75,462$26.5M2.61%-14,54713F-HRTimeline
Portfolio Strategies, Inc.75,077$26.3M3.43%-12,27313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA74,331$26.1M0.07%-29,68413F-HRTimelineGroup
Embree Financial Group71,754$25.2M3.79%-66213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding70,970$24.9M-3,674Timeline
Finley Financial, LLC70,441$24.7M12.43%-28313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC68,030$23.9M0.17%+76713F-HR/ATimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV67,893$23.8M1.64%-5013F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC64,191$22.5M12.07%-58,01013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC63,818$22.4M0.2%+39713F-HRTimeline
Stairway Partners, LLC63,144$22.2M1.26%-1,92413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…62,968$22.1M0.43%+61,94913F-HRTimelineGroup
Trajan Wealth LLC62,600$22M1.07%-8,34713F-HRTimeline
Truepoint, Inc.59,860$21M0.52%-2113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…58,457$20.9M0.05%-95313F-HR/ATimelineGroup
EPIQ PARTNERS, LLC59,192$20.8M10.59%+1,94713F-HRTimeline
Diversified Portfolios, Inc.57,830$20.3M1.94%+4,05713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…57,725$20.3M0.33%-3,79213F-HRTimelineGroup
Compass Financial Group, Inc.57,044$20M10.04%-14913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC55,591$19.5M0.44%-1,00213F-HRTimeline
Strategic Equity Management55,165$19.4M7.12%+2,58313F-HRTimeline
Wealthstream Advisors, Inc.53,882$18.9M3.14%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management53,155$18.7M0.24%-4,79813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC51,683$18.1M0.03%-4,90513F-HRTimelineGroup
Moss Adams Wealth Advisors LLC51,225$18M1.63%+10,78713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC50,951$17.9M0.39%-52413F-HRTimeline
O'Brien Wealth Partners LLC50,846$17.8M2.8%-29313F-HRTimeline
First Horizon Advisors, Inc.49,127$17.2M0.45%+5,35413F-HRTimeline
Balentine LLC49,094$17.2M0.67%+12913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…48,959$17.2M0.01%-99813F-HRTimelineGroup
KDK Private Wealth Management, LLC44,596$15.7M16.72%+3913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…43,799$15.4M0.12%-75513F-HRTimelineGroup
Fund Evaluation Group, LLC43,491$15.3M0.59%+6,30513F-HRTimeline
Crestwood Advisors Group, LLC43,437$15.2M0.27%+3613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC43,322$15.2M0.01%+6,61413F-HRTimelineGroup
HANOVER ADVISORS INC41,081$14.4M5.88%-90013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.40,094$14.1M0.35%-1,12113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding39,757$14M-19,020Timeline
Tanager Wealth Management LLP39,424$13.8M1.63%+88913F-HRTimeline
MONEYWISE, INC.39,085$13.7M6.43%+2,19313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…37,445$13.3M0.02%+1,48113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP37,948$13.3M0.02%+26313F-HRTimelineGroup
Ipswich Investment Management Co., Inc.37,885$13.3M3.21%-27613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC37,757$13.3M0.02%-7,34213F-HRTimelineGroup
Conservest Capital Advisors, Inc.37,016$13M1.28%+1013F-HRTimeline
First National Trust Co36,873$12.9M0.48%-2,38913F-HRTimeline
Creative Planningin group Creative Planning36,493$12.8M0.01%+16313F-HRTimelineGroup
Roble, Belko & Company, Inc36,350$12.8M1.86%-76113F-HRTimeline
UMB Bank, n.a.36,133$12.7M0.2%-2,42213F-HR/ATimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC35,325$12.4M0.14%013F-HRTimelineGroup
American Family Investments, Inc.in group American Family Investments, …34,518$12.1M0.66%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC34,342$12.1M0.04%+39313F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC34,275$12M0.77%-35813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.32,058$11.3M0.02%+2,52013F-HRTimelineGroup
BigSur Wealth Management LLC31,700$11.1M2.81%-3,30013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP29,690$10.4M0.42%-5,96413F-HRTimeline
jvl associates llc29,127$10.2M3.67%013F-HRTimeline
RHUMBLINE ADVISERS28,340$9.95M0.01%+6,29913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,258$9.92M0.01%+1,43713F-HRTimelineGroup
NEPC LLC27,847$9.77M0.25%+13,73013F-HRTimeline
ALLIANCEBERNSTEIN L.P.25,819$9.06M<0.01%-1,98613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS25,678$9.01M0.01%-2,79413F-HRTimelineGroup
One Day In July LLC25,526$8.96M0.81%+1,29313F-HRTimeline
ASPIRIANT, LLC25,520$8.96M0.28%-2,44113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC25,407$8.92M0.04%+84413F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …25,323$8.89M0.01%+2,50713F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC24,806$8.71M<0.01%+3213F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…24,740$8.68M0.03%-34,62113F-HRTimelineGroup
REBALANCE, LLC24,593$8.63M0.59%+5,75713F-HRTimeline
Humankind Investments LLC24,570$8.62M2.1%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC24,012$8.43M0.01%+15,86013F-HRTimelineGroup
Post Resch Tallon Group Inc.23,722$8.33M8.02%-3213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co23,429$8.22M0.1%013F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC23,365$8.2M4.18%-5,04613F-HRTimeline
Running Point Capital Advisors, LLC23,003$8.07M2.23%013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI22,878$8.03M0.56%+813F-HRTimeline
Advisory Services Network, LLC22,066$7.92M0.13%+64713F-HRTimeline
Circle Wealth Management, LLC22,119$7.76M0.17%013F-HRTimeline
LCNB CORP22,068$7.75M2.73%-19013F-HRTimeline
St. Louis Trust Co21,948$7.7M1.03%+213F-HRTimeline
Cambridge Investment Research Advisors,…21,361$7.5M0.02%+3,40013F-HRTimeline
Wilmington Savings Fund Society, FSB21,315$7.48M0.13%-1,69813F-HRTimeline
Vigilare Wealth Management21,230$7.45M2.79%new13F-HRTimeline
Laird Norton Wetherby Wealth Management…21,032$7.38M0.33%13F-HRTimeline
Quantinno Capital Management LP20,872$7.33M0.03%+3,88613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.20,287$7.12M0.01%-1613F-HRTimelineGroup
Legacy Trust20,189$7.09M1.74%-70513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…20,082$7.05M0.19%+20,05013F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC19,764$6.94M0.39%+15,86513F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC19,360$6.8M0.01%+9,68013F-HRTimelineGroup
Sheridan Capital Management, LLC19,293$6.77M4.67%-49613F-HRTimeline
WHITTIER TRUST CO18,971$6.66M0.08%013F-HRTimeline
Jordan Park Group LLC18,898$6.63M0.43%013F-HRTimeline
WEST PACES ADVISORS INC.18,896$6.63M1.41%-12513F-HRTimeline
Glenmede Investment Management, LP18,481$6.49M0.03%13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding18,373$6.45M+1,072Timeline
Triune Financial Partners, LLC18,223$6.4M1.76%+4813F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC18,164$6.38M0.34%-8813F-HRTimeline
Orion Porfolio Solutions, LLC18,134$6.36M0.05%+1313F-HR/ATimeline
Cedar Wealth Management, LLC18,025$6.33M2.14%+2,59113F-HRTimeline
Elyxium Wealth, LLC17,730$6.22M2.33%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.17,567$6.17M0.5%-58313F-HRTimelineGroup
Chicago Partners Investment Group LLC17,033$6.15M0.18%+113F-HRTimeline
MML INVESTORS SERVICES, LLC17,250$6.05M0.02%+3,82713F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC17,236$6.05M<0.01%-5,57513F-HRTimeline
Winthrop Advisory Group LLC16,859$5.92M0.57%+1,97213F-HRTimeline
Gilbert & Cook, Inc.16,575$5.82M0.79%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…16,451$5.77M0.3%-1,23613F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP16,375$5.75M0.13%-49313F-HRTimeline
Ascent Wealth Partners, LLC15,826$5.55M0.69%013F-HRTimeline
Stone House Investment Management, LLC15,750$5.53M1.02%+15,55913F-HRTimeline
Aries Wealth Management15,294$5.37M1.4%013F-HRTimeline
Private Advisor Group, LLC15,242$5.35M0.03%-1,26613F-HRTimeline
William Howard & Co Financial Advisors …15,025$5.27M4.6%+12113F-HRTimeline
Financial Council, LLC14,820$5.2M2.51%-82413F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV14,597$5.12M0.11%+53413F-HR/ATimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC14,589$5.12M0.03%-1,74113F-HRTimeline
COZAD ASSET MANAGEMENT INC14,559$5.11M0.45%013F-HR/ATimeline
Midwest Professional Planners, LTD.14,455$5.07M1.34%+1,35313F-HRTimeline
Valeo Financial Advisors, LLC14,414$5.06M0.12%+9813F-HR/ATimeline
Summit Trail Advisors, LLC14,258$5M0.09%new13F-HRTimeline
Aquire Wealth Advisors, LLC13,881$4.87M1.31%-913F-HRTimeline
NewEdge Advisors, LLC13,409$4.71M0.02%-30813F-HRTimeline
Intelligence Driven Advisers, LLC13,366$4.69M0.71%-1,02413F-HRTimeline
SIMON QUICK ADVISORS, LLC13,353$4.69M0.24%-53013F-HR/ATimeline
Lutz Financial Services LLC13,245$4.65M0.36%013F-HRTimeline
Greenline Partners, LLC13,244$4.65M0.63%013F-HRTimeline
EP Wealth Advisors, LLC13,223$4.64M0.03%-90513F-HRTimeline
Curi Capital, LLC12,737$4.47M0.08%+10,78413F-HRTimeline
Sowell Financial Services LLC12,640$4.44M0.18%-1,34813F-HRTimeline
Simmons Bankin group Simmons Bank12,427$4.36M0.31%-85313F-HRTimelineGroup
MPS Loria Financial Planners, LLC12,402$4.35M1.28%-1,60213F-HRTimeline