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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 2025-09-30, 25,436,104 shares in all. 41 filers opened a position and 29 filers sold out during the quarter.

Managers
820
13F filers
825
New
41
Added
204
Reduced
281
Sold out
29
Shares held by filers
25,436,104

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC1,866,416$707M7.71%-9,15713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,442,724$547M0.08%-185,59513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,382,882$524M0.01%+182,14413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,310,089$496M0.03%+25,22413F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,018,981$386M0.05%-31,94013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/654,938$248M0.02%-48,33213F-HR/ATimelineGroup
UNC Management Company, Inc.525,303$199M22.39%-53,33213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO517,588$196M0.01%-18,37113F-HR/ATimelineGroup
LPL Financial LLC512,894$194M0.06%+12,32413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC399,706$151M0.03%-50,83313F-HRTimelineGroup
UBS Group AGin group UBS Group AG396,764$150M0.03%-29,01413F-HRTimelineGroup
FMR LLCin group FMR LLC396,207$150M0.01%+114,75613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding359,785$136M-17,855Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp349,979$133M0.02%-13,30913F-HRTimelineGroup
Evensky & Katz LLC349,440$132M7.68%-11,40413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…349,410$132M0.08%+1,69413F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO341,309$129M10.21%-20,83413F-HRTimelineGroup
HighTower Advisors, LLC320,850$122M0.14%+16,74113F-HRTimeline
TLWM295,342$112M20.12%+1,32513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC290,399$110M0.45%-10,37013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV273,239$104M0.17%+38,86313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN265,580$101M0.02%+1,02213F-HRTimelineGroup
SENTINEL TRUST CO LBA244,362$92.6M9.44%-2,79513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS224,940$85.2M0.17%-1,33313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP222,651$84.4M0.13%+5,05813F-HRTimelineGroup
Bricktown Capital, LLC200,520$76M12.52%+22,00013F-HRTimeline
BLAIR WILLIAM & CO/IL195,652$74.1M0.2%-2,75613F-HRTimeline
GM Advisory Group, LLC180,383$68.4M2.91%+2,65513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK179,034$67.8M0.38%+14,57513F-HRTimelineGroup
Calamos Wealth Management LLCin group Calamos Advisors LLC178,120$67.5M2.44%+12713F-HRTimelineGroup
IEQ CAPITAL, LLC171,591$65M0.2%+22,26213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC169,314$64.2M0.1%+3,48113F-HRTimelineGroup
Ballentine Partners, LLC166,606$63.1M0.88%-28013F-HRTimeline
Cetera Investment Advisers161,283$61.1M0.07%+65,18513F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA159,700$60.5M0.11%013F-HRTimelineGroup
DAVIS R M INC159,610$60.5M1.06%013F-HRTimeline
Proficio Capital Partners LLC153,477$58.2M4%+10813F-HR/ATimeline
Waverly Advisors, LLC153,402$58.1M0.58%-2,35213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…148,187$56.2M0.72%+7,81613F-HRTimelineGroup
FFT WEALTH MANAGEMENT LLC136,498$51.7M9.5%+48713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources135,137$51.2M0.01%-76013F-HRTimelineGroup
Geneos Wealth Management Inc.134,444$50.9M1.29%+3,79913F-HRTimeline
AlphaCore Capital LLC130,180$49.3M1.66%-9,93913F-HRTimeline
Mill Creek Capital Advisors, LLC129,348$49M1.01%-95413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC128,796$48.8M0.02%-23,06113F-HRTimelineGroup
Wind River Trust Co124,042$47M17.38%-65013F-HRTimeline
Caprock Group, LLC126,876$46.6M1.15%13F-HRTimeline
Cresset Asset Management, LLC118,337$44.8M0.2%+10713F-HR/ATimeline
Clearstead Advisors, LLC101,666$38.5M0.56%-2,41213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP100,694$37.9M0.03%+4,12313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.101,915$37.8M0.05%+2,09613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC99,618$37.7M0.05%-1,66413F-HRTimeline
PENNINGTON PARTNERS & CO., LLC97,512$37M17.52%-1,21413F-HRTimeline
Wealthspire Advisors, LLC96,742$36.7M0.19%+1,21413F-HRTimeline
Mariner, LLCin group Mariner, LLC94,148$35.7M0.05%+1,68613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/89,549$33.9M0.01%-12,70313F-HRTimelineGroup
Waldron Private Wealth LLC87,925$33.3M1.35%-4,65213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding87,834$33.3M-70,070Timeline
HANTZ FINANCIAL SERVICES, INC.86,708$32.9M0.5%-4,17813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COMERICA BANK86,390$32.7M0.12%-4,56813F-HRTimeline
Provenance Wealth Advisors, LLC84,974$32.2M4.16%+93113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\84,235$31.9M0.04%-1,79413F-HRTimelineGroup
BRIGHTON JONES LLC82,343$31.2M0.75%-1,01013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC81,282$30.8M0.02%+57,27013F-HRTimelineGroup
HB Wealth Management, LLC80,503$30.5M0.21%-1,99813F-HRTimeline
Great Diamond Partners, LLC76,626$29M5.63%-1,65813F-HRTimeline
Brooklyn FI, LLC76,349$28.9M6.49%-94113F-HRTimeline
Tanglewood Wealth Management, Inc.75,182$28.5M2.65%-28013F-HRTimeline
Portfolio Strategies, Inc.73,975$28M3.26%-1,10213F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA73,034$27.7M0.07%-1,29713F-HRTimelineGroup
Finley Financial, LLC72,370$27.4M12.69%+1,92913F-HRTimeline
Embree Financial Group71,188$27M3.62%-56613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC69,189$26.2M0.16%+1,15913F-HR/ATimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding68,060$25.8M-2,910Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV65,949$25M1.56%-1,94413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC63,175$23.9M0.2%-64313F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC62,511$23.7M12.81%-1,68013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA62,363$23.6M<0.01%-23,16113F-HRTimelineGroup
Stairway Partners, LLC62,244$23.6M1.25%-90013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…61,451$23.3M0.05%+2,99413F-HRTimelineGroup
Trajan Wealth LLC59,887$22.7M0.98%-2,71313F-HRTimeline
EPIQ PARTNERS, LLC59,777$22.7M10.71%+58513F-HRTimeline
Truepoint, Inc.59,549$22.6M0.52%-31113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…58,003$22M0.38%-4,96513F-HRTimelineGroup
Diversified Portfolios, Inc.57,697$21.9M1.93%-13313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…57,177$21.7M0.3%-54813F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC55,207$21M0.45%-38413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management55,288$21M0.25%+2,13313F-HRTimelineGroup
Strategic Equity Management55,142$20.9M7.74%-2313F-HRTimeline
Wealthstream Advisors, Inc.53,882$20.4M3.09%013F-HRTimeline
Compass Financial Group, Inc.52,138$19.8M8.87%-4,90613F-HRTimeline
O'Brien Wealth Partners LLC50,371$19.1M2.59%-47513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC50,162$19M0.38%-78913F-HRTimeline
Moss Adams Wealth Advisors LLC49,470$18.7M1.46%-1,75513F-HRTimeline
Balentine LLC49,216$18.6M0.69%+12213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…48,559$18.4M0.01%-40013F-HRTimelineGroup
KDK Private Wealth Management, LLC44,655$16.9M17.15%+5913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC43,909$16.6M0.01%+58713F-HRTimelineGroup
Fund Evaluation Group, LLC43,529$16.5M0.6%+3813F-HRTimeline
Crestwood Advisors Group, LLC43,472$16.5M0.28%+3513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…42,810$16.2M0.12%-98913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding42,525$16.1M+2,768Timeline
CWM, LLCin group CWM, LLC41,986$15.9M0.05%+7,64413F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…41,937$15.8M0.23%new13F-HRTimelineGroup
FIRST HORIZON CORP41,229$15.6M0.73%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…40,818$15.5M0.02%+3,37313F-HRTimeline
RHUMBLINE ADVISERS40,182$15.2M0.01%+11,84213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.39,916$15.1M0.35%-17813F-HRTimelineGroup
HANOVER ADVISORS INC39,020$14.8M5.74%-2,06113F-HRTimeline
Tanager Wealth Management LLP38,808$14.7M1.54%-61613F-HRTimeline
MONEYWISE, INC.38,649$14.6M6.63%-43613F-HRTimeline
First National Trust Co38,430$14.6M0.5%+1,55713F-HRTimeline
Creative Planningin group Creative Planning38,200$14.5M0.01%+1,70713F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC37,951$14.4M0.84%+3,67613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP37,579$14.2M0.02%-36913F-HRTimelineGroup
Ipswich Investment Management Co., Inc.37,265$14.1M3.3%-62013F-HRTimeline
Conservest Capital Advisors, Inc.37,081$14.1M1.3%+6513F-HRTimeline
Roble, Belko & Company, Inc36,350$13.8M1.87%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC35,871$13.6M0.02%-1,88613F-HRTimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC35,325$13.4M0.15%013F-HRTimelineGroup
American Family Investments, Inc.in group American Family Investments, …34,518$13.1M0.69%013F-HRTimelineGroup
Glenmede Investment Management, LP34,393$13M0.06%+15,91213F-HRTimeline
UMB Bank, n.a.32,833$12.4M0.18%-3,30013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quantinno Capital Management LP32,435$12.3M0.03%+11,56313F-HRTimeline
BigSur Wealth Management LLC31,700$12M2.94%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.31,686$12M0.02%-37213F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP29,764$11.3M0.45%+7413F-HRTimeline
jvl associates llc29,127$11M3.65%013F-HRTimeline
NEPC LLC27,849$10.6M0.28%+213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP27,704$10.5M0.01%-55413F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …27,651$10.5M0.02%+2,32813F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.25,898$9.81M<0.01%+7913F-HRTimeline
One Day In July LLC25,541$9.68M0.82%+1513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC25,533$9.68M0.04%+12613F-HRTimelineGroup
ASPIRIANT, LLC25,466$9.65M0.3%-5413F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC24,806$9.4M<0.01%013F-HRTimelineGroup
REBALANCE, LLC24,652$9.34M0.56%+5913F-HRTimeline
Humankind Investments LLC24,570$9.31M2.13%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…24,455$9.27M0.03%-28513F-HRTimelineGroup
Post Resch Tallon Group Inc.23,977$9.09M8.04%+25513F-HRTimeline
FORTE ASSET MANAGEMENT LLC23,360$8.85M4.26%-513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co23,256$8.81M0.1%-17313F-HRTimelineGroup
NORRIS PERNE & FRENCH LLP/MI22,880$8.67M0.6%+213F-HRTimeline
Running Point Capital Advisors, LLC22,490$8.52M2.28%-51313F-HRTimeline
Circle Wealth Management, LLC22,161$8.4M0.16%+4213F-HRTimeline
Advisory Services Network, LLC22,124$8.38M0.12%+5813F-HRTimeline
St. Louis Trust Co21,951$8.32M1.04%+313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC21,930$8.31M0.01%-29,75313F-HRTimelineGroup
LCNB CORP21,643$8.2M2.87%-42513F-HRTimeline
Vigilare Wealth Management21,481$8.14M2.82%+25113F-HRTimeline
Wilmington Savings Fund Society, FSB21,315$8.08M0.19%013F-HR/ATimeline
Cambridge Investment Research Advisors,…21,124$8.01M0.02%-23713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.20,406$7.73M0.01%+11913F-HRTimelineGroup
Sheridan Capital Management, LLC20,158$7.64M4.03%+86513F-HRTimeline
Legacy Trust19,909$7.54M1.49%-28013F-HRTimeline
Laird Norton Wetherby Wealth Management…19,729$7.48M0.31%-1,30313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS19,631$7.44M0.01%-6,04713F-HRTimelineGroup
WHITTIER TRUST CO19,043$7.25M0.08%+7213F-HRTimeline
LOWE BROCKENBROUGH & CO INC19,097$7.24M0.37%-66713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC19,089$7.23M0.35%+92513F-HRTimeline
Jordan Park Group LLC18,926$7.17M0.41%+2813F-HRTimeline
WEST PACES ADVISORS INC.18,871$7.15M1.42%-2513F-HRTimeline
Orion Porfolio Solutions, LLC18,468$7M0.05%+33413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding18,362$6.96M-11Timeline
Triune Financial Partners, LLC17,851$6.76M1.7%-37213F-HRTimeline
Elyxium Wealth, LLC17,730$6.72M2.34%013F-HRTimeline
Cedar Wealth Management, LLC17,725$6.72M2.06%-30013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.17,567$6.66M0.46%013F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC17,236$6.53M<0.01%013F-HRTimeline
Winthrop Advisory Group LLC17,129$6.49M0.57%+27013F-HRTimeline
U.S. Capital Wealth Advisors, LLC17,052$6.46M0.17%+8,60713F-HRTimeline
MML INVESTORS SERVICES, LLC16,831$6.38M0.02%-41913F-HRTimeline
Gilbert & Cook, Inc.16,575$6.28M0.81%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP16,087$6.1M0.12%-28813F-HRTimeline
Ascent Wealth Partners, LLC15,797$5.99M0.69%-2913F-HRTimeline
Stone House Investment Management, LLC15,557$5.9M0.99%-19313F-HRTimeline
Aries Wealth Management15,294$5.8M1.37%013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP14,862$5.63M0.21%new13F-HRTimeline
Chicago Partners Investment Group LLC14,291$5.57M0.15%-2,74213F-HRTimeline
Financial Council, LLC14,670$5.56M2.47%-15013F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV14,597$5.53M0.1%013F-HR/ATimeline
COZAD ASSET MANAGEMENT INC14,559$5.52M0.44%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC14,448$5.47M0.04%-14113F-HRTimeline
Valeo Financial Advisors, LLC14,417$5.46M0.12%+313F-HRTimeline
Private Advisor Group, LLC14,389$5.45M0.03%-85313F-HRTimeline
William Howard & Co Financial Advisors …14,320$5.43M4.62%-70513F-HRTimeline
Midwest Professional Planners, LTD.14,210$5.38M1.31%-24513F-HRTimeline
Summit Trail Advisors, LLC13,975$5.3M0.07%-28313F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC13,960$5.29M0.01%-5,40013F-HRTimelineGroup
Aquire Wealth Advisors, LLC13,820$5.24M1.29%-6113F-HRTimeline
Greenline Partners, LLC13,244$5.02M0.61%013F-HRTimeline
SIMON QUICK ADVISORS, LLC13,168$4.99M0.23%-18513F-HRTimeline
NewEdge Advisors, LLC13,145$4.98M0.02%-26413F-HRTimeline
Beacon Pointe Advisors, LLC12,759$4.84M0.04%+2,66513F-HRTimeline
Savvy Advisors, Inc.12,698$4.81M0.22%new13F-HRTimeline
Sowell Financial Services LLC12,667$4.8M0.18%+2713F-HRTimeline
Lutz Financial Services LLC12,666$4.8M0.35%-57913F-HRTimeline
MPS Loria Financial Planners, LLC12,526$4.75M1.26%+12413F-HRTimeline
Intelligence Driven Advisers, LLC12,430$4.71M0.65%-93613F-HRTimeline
Prime Capital Investment Advisors, LLC12,217$4.63M0.06%-18413F-HRTimeline