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Disclosery

IWV ISHARES TR

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RUSSELL 3000 ETF (fund)

891 managers (898 13F filers) reported a position in IWV shares at 2025-12-31, 28,294,587 shares in all. 72 filers opened a position and 35 filers sold out during the quarter.

Managers
891
13F filers
898
New
72
Added
223
Reduced
269
Sold out
35
Shares held by filers
28,294,587

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC1,874,800$725M7.68%+8,38413F-HRTimeline
RHUMBLINE ADVISERS1,572,121$608M0.49%+1,531,93913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,529,174$592M0.08%+86,45013F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,450,129$561M0.01%+67,24713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,284,822$497M0.03%-25,26713F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,019,733$394M0.05%+75213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/829,251$321M0.02%+174,31313F-HRTimelineGroup
UNC Management Company, Inc.526,768$204M18.44%+1,46513F-HRTimeline
PITCAIRN COgroup of 2 filers holding511,769$198M+170,460Timeline
LPL Financial LLC500,222$194M0.05%-12,67213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO474,049$183M0.01%-43,53913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC423,533$164M0.04%+23,82713F-HRTimelineGroup
FMR LLCin group FMR LLC394,291$153M0.01%-1,91613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding382,100$148M-14,664Timeline
Focus Partners Wealthgroup of 2 filers holding375,687$145M+15,902Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp351,056$136M0.02%+1,07713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…346,062$134M0.07%-3,34813F-HRTimelineGroup
Evensky & Katz LLC345,905$134M7.55%-3,53513F-HRTimeline
HighTower Advisors, LLC312,640$121M0.13%-8,21013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN295,437$114M0.02%+29,85713F-HRTimelineGroup
TLWM281,190$109M19.91%-14,15213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC275,736$106M0.42%-14,66313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV272,375$105M0.16%-86413F-HRTimeline
American Family Investments, Inc.in group American Family Investments, …271,840$105M3.78%+237,32213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS250,978$97.1M0.18%+26,03813F-HRTimeline
SENTINEL TRUST CO LBA244,041$94.4M9.3%-32113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP224,117$85.6M0.12%+1,46613F-HR/ATimelineGroup
Bricktown Capital, LLC201,495$77.9M13.12%+97513F-HRTimeline
BLAIR WILLIAM & CO/IL198,671$76.9M0.21%+3,01913F-HRTimeline
GM Advisory Group, LLC177,357$68.6M2.69%-3,02613F-HRTimeline
IEQ CAPITAL, LLC174,731$67.6M0.2%+3,14013F-HRTimeline
Beacon Pointe Advisors, LLC174,191$67.4M0.47%+161,43213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC159,824$61.8M0.09%+123,95313F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA159,700$61.8M0.09%013F-HRTimelineGroup
DAVIS R M INC159,675$61.8M1.06%+6513F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC157,379$60.9M2.11%-20,74113F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…157,056$60.8M0.76%+8,86913F-HRTimelineGroup
Geneos Wealth Management Inc.156,881$60.7M1.48%+22,43713F-HRTimeline
Cetera Investment Advisers153,986$59.6M0.07%-7,29713F-HRTimeline
Proficio Capital Partners LLC153,477$59.4M4.17%013F-HRTimeline
Waverly Advisors, LLC152,147$58.9M0.48%-1,25513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK144,869$56M0.31%-34,16513F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC144,712$56M0.09%-24,60213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC140,613$54.4M0.02%+11,81713F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding137,437$53.2M+2,300Timeline
FFT WEALTH MANAGEMENT LLC136,681$52.9M10.07%+18313F-HRTimeline
Ballentine Partners, LLC131,695$50.9M0.72%-34,91113F-HRTimeline
Mill Creek Capital Advisors, LLC128,714$49.8M1.01%-63413F-HRTimeline
Caprock Group, LLC125,252$48.5M1.02%-1,62413F-HRTimeline
Wind River Trust Co124,042$48M17.92%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA118,398$45.8M0.01%+56,03513F-HRTimelineGroup
Cresset Asset Management, LLC117,601$45.5M0.19%-73613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding116,776$45.2M+28,942Timeline
AlphaCore Capital LLC110,352$42.7M0.96%-19,82813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC103,654$40.1M0.02%+22,37213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP103,513$40M0.02%+2,81913F-HRTimelineGroup
Clearstead Advisors, LLC101,977$39.4M0.5%+31113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC99,019$38.3M0.05%-59913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.98,676$38.2M0.06%-3,23913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC98,467$38.1M0.05%+4,31913F-HRTimelineGroup
PENNINGTON PARTNERS & CO., LLC97,673$37.8M15.14%+16113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…94,846$36.7M0.42%+36,84313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/88,516$34.2M0.01%-1,03313F-HRTimelineGroup
COMERICA BANK86,282$33.4M0.13%-10813F-HRTimeline
Provenance Wealth Advisors, LLC82,693$32M3.55%-2,28113F-HRTimeline
Waldron Private Wealth LLC82,402$31.9M1.26%-5,52313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.82,385$31.9M0.47%-4,32313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HB Wealth Management, LLC79,930$30.9M0.2%-57313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\79,633$30.8M0.04%-4,60213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…76,804$29.7M0.05%+15,35313F-HR/ATimelineGroup
Tanglewood Wealth Management, Inc.74,744$28.9M2.65%-43813F-HRTimeline
Great Diamond Partners, LLC74,019$28.6M5.51%-2,60713F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…71,885$27.8M0.58%new13F-HRTimelineGroup
Finley Financial, LLC71,838$27.8M12.73%-53213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP71,474$27.6M0.02%new13F-HRTimelineGroup
Portfolio Strategies, Inc.71,095$27.5M3.18%-2,88013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA69,869$27M0.06%-3,16513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC68,299$26.4M0.15%-89013F-HRTimelineGroup
Brooklyn FI, LLC67,934$26.3M5.62%-8,41513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding67,856$26.3M-204Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV67,262$26M1.37%+1,31313F-HRTimeline
EPIQ PARTNERS, LLC62,864$24.3M11.34%+3,08713F-HRTimeline
Stairway Partners, LLC58,578$22.7M1.17%-3,66613F-HRTimeline
Truepoint, Inc.58,557$22.7M0.51%-99213F-HRTimeline
Trajan Wealth LLC58,111$22.5M0.94%-1,77613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC57,938$22.4M0.18%-5,23713F-HRTimeline
Diversified Portfolios, Inc.56,470$21.8M1.82%-1,22713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…56,340$21.8M0.29%-83713F-HRTimelineGroup
Strategic Equity Management56,009$21.7M7.35%+86713F-HRTimeline
Greenspring Advisors, LLC54,247$21M1.29%new13F-HRTimeline
Compass Financial Group, Inc.51,590$20M8.81%-54813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP51,268$19.8M0.03%+13,68913F-HRTimelineGroup
O'Brien Wealth Partners LLC50,376$19.5M2.58%+513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC49,207$19.4M0.4%-6,00013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC49,795$19.3M0.36%-36713F-HRTimeline
Moss Adams Wealth Advisors LLC48,986$19M1.37%-48413F-HRTimeline
Wealthspire Advisors, LLC48,874$18.9M0.15%-47,86813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management47,919$18.5M0.21%-7,36913F-HRTimelineGroup
STRATEGIC INVESTMENT MANAGEMENT, LLC47,841$18.5M9.38%-14,67013F-HRTimeline
Balentine LLC46,785$18.1M0.69%-2,43113F-HRTimeline
NEPC LLC45,961$17.8M0.38%+18,11213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…45,901$17.8M0.01%-2,65813F-HR/ATimelineGroup
KDK Private Wealth Management, LLC45,121$17.5M15.24%+46613F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC44,679$17.3M0.01%+77013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…43,425$16.8M0.1%+61513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…42,217$16.6M0.02%+1,39913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding42,768$16.5M+243Timeline
Fund Evaluation Group, LLC42,519$16.4M0.54%-1,01013F-HRTimeline
Crestwood Advisors Group, LLC42,515$16.4M0.27%-95713F-HRTimeline
CWM, LLCin group CWM, LLC41,779$16.2M0.04%-20713F-HRTimelineGroup
Creative Planningin group Creative Planning41,692$16.1M0.01%+3,49213F-HRTimelineGroup
FIRST HORIZON CORP41,229$15.9M0.71%013F-HRTimeline
Embree Financial Group40,712$15.7M1.94%-30,47613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.39,912$15.4M0.33%-413F-HRTimelineGroup
MONEYWISE, INC.39,534$15.3M6.36%+88513F-HRTimeline
First National Trust Co38,336$14.8M0.49%-9413F-HRTimeline
Ipswich Investment Management Co., Inc.38,324$14.8M3.43%+1,05913F-HRTimeline
HANOVER ADVISORS INC38,315$14.8M5.75%-70513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT38,072$14.7M0.12%+30,05913F-HRTimeline
Tanager Wealth Management LLP36,835$14.2M1.42%-1,97313F-HRTimeline
Roble, Belko & Company, Inc36,119$14M1.83%-23113F-HRTimeline
Quantinno Capital Management LP35,307$13.7M0.03%+2,87213F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC35,131$13.6M0.15%-19413F-HRTimelineGroup
Conservest Capital Advisors, Inc.34,507$13.3M1.2%-2,57413F-HRTimeline
JFS WEALTH ADVISORS, LLC33,246$12.9M0.72%-4,70513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.32,369$12.5M0.02%+68313F-HRTimelineGroup
BigSur Wealth Management LLC31,700$12.3M2.97%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,960$12M0.01%+3,25613F-HRTimelineGroup
UMB Bank, n.a.30,791$11.9M0.16%-2,04213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PARTNERS CAPITAL INVESTMENT GROUP, LLP29,847$11.5M0.43%+8313F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.29,701$11.5M0.02%+29,66913F-HRTimelineGroup
jvl associates llc29,127$11.3M3.67%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA28,152$10.9M0.05%13F-HRTimelineGroup
Post Resch Tallon Group Inc.26,973$10.4M8.81%+2,99613F-HRTimeline
Apella Capital, LLC26,542$10.3M0.2%+20,35013F-HRTimeline
ALLIANCEBERNSTEIN L.P.26,499$10.3M<0.01%+60113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …26,066$10.1M0.02%-1,58513F-HRTimelineGroup
One Day In July LLC25,730$9.95M0.82%+18913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC25,666$9.93M0.04%+13313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC25,026$9.68M0.01%+3,09613F-HRTimelineGroup
Cambridge Investment Research Advisors,…24,980$9.66M0.03%+3,85613F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC24,806$9.6M<0.01%013F-HRTimelineGroup
REBALANCE, LLC24,696$9.55M0.56%+4413F-HRTimeline
Humankind Investments LLC24,570$9.5M4.26%013F-HRTimeline
ASPIRIANT, LLC24,515$9.48M0.27%-95113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…24,467$9.47M0.03%+1213F-HRTimelineGroup
Advisory Services Network, LLC24,442$9.46M0.13%+2,31813F-HRTimeline
FORTE ASSET MANAGEMENT LLC23,345$9.03M4.1%-1513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co23,017$8.9M0.1%-23913F-HRTimelineGroup
NORRIS PERNE & FRENCH LLP/MI22,880$8.85M0.58%013F-HRTimeline
Running Point Capital Advisors, LLC22,315$8.63M2.35%-17513F-HRTimeline
Circle Wealth Management, LLC22,161$8.57M0.13%013F-HRTimeline
St. Louis Trust Co21,875$8.46M0.97%-7613F-HRTimeline
WHITTIER TRUST CO21,443$8.44M0.09%+2,40013F-HRTimeline
Wilmington Savings Fund Society, FSB21,505$8.32M0.2%+19013F-HRTimeline
LCNB CORP21,298$8.24M2.76%-34513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC21,025$8.13M0.04%+9,11813F-HRTimeline
Sheridan Capital Management, LLC20,789$8.04M4.08%+63113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.20,425$7.9M0.01%+1913F-HRTimelineGroup
Legacy Trust19,664$7.61M1.42%-24513F-HRTimeline
NewEdge Advisors, LLC19,645$7.6M0.03%+6,50013F-HRTimeline
Mueller Wealth, LLC19,536$7.56M6.25%13F-HRTimeline
MML INVESTORS SERVICES, LLC18,863$7.3M0.02%+2,03213F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA18,636$7.24M0.21%+11,02413F-HRTimelineGroup
Moran Wealth Management, LLC18,660$7.22M0.22%new13F-HRTimeline
Orion Porfolio Solutions, LLC18,524$7.17M0.05%+5613F-HRTimeline
Jordan Park Group LLC18,515$7.16M0.41%-41113F-HRTimeline
Cedar Wealth Management, LLC18,390$7.11M2.13%+66513F-HRTimeline
Triune Financial Partners, LLC17,714$6.96M1.63%-13713F-HRTimeline
WEST PACES ADVISORS INC.17,936$6.94M1.34%-93513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC17,803$6.89M0.33%-1,28613F-HRTimeline
U.S. Capital Wealth Advisors, LLC17,756$6.87M0.18%+70413F-HRTimeline
Elyxium Wealth, LLC17,730$6.86M2%013F-HRTimeline
WHI TRUST Co LLC17,645$6.83M5.26%13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding17,455$6.75M-907Timeline
EP Wealth Advisors, LLC17,121$6.62M0.03%13F-HRTimeline
Ascent Wealth Partners, LLC17,043$6.59M0.76%+1,24613F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.16,691$6.46M0.45%-87613F-HRTimelineGroup
Gilbert & Cook, Inc.16,583$6.42M0.81%+813F-HRTimeline
Winthrop Advisory Group LLC16,525$6.39M0.54%-60413F-HR/ATimeline
Sequoia Financial Advisors, LLC16,028$6.2M0.03%+4,35413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP15,868$6.14M0.13%-21913F-HRTimeline
Aries Wealth Management15,294$5.92M1.31%013F-HRTimeline
Sterling Capital Management LLC15,201$5.88M0.1%+7,88613F-HRTimeline
Curi Capital, LLC15,178$5.87M0.1%+3,45513F-HRTimeline
Chicago Partners Investment Group LLC14,930$5.86M0.14%+63913F-HRTimeline
KLINGENSTEIN FIELDS & CO LP14,900$5.76M0.22%+3813F-HRTimeline
Midwest Professional Planners, LTD.14,722$5.7M1.35%+51213F-HRTimeline
Financial Council, LLC14,660$5.67M2.26%-1013F-HRTimeline
Valeo Financial Advisors, LLC14,607$5.65M0.13%+19013F-HRTimeline
COZAD ASSET MANAGEMENT INC14,606$5.65M0.44%+4713F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV14,597$5.65M0.09%013F-HR/ATimeline
Private Advisor Group, LLC14,560$5.63M0.03%+17113F-HRTimeline
William Howard & Co Financial Advisors …14,271$5.52M4.65%-4913F-HRTimeline
TUDOR INVESTMENT CORP ET AL14,150$5.47M0.03%+11,50413F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC14,041$5.43M0.04%-40713F-HRTimeline
Summit Trail Advisors, LLC13,740$5.32M0.09%-23513F-HRTimeline
Sowell Financial Services LLC13,544$5.24M0.19%+87713F-HRTimeline
Aquire Wealth Advisors, LLC13,402$5.18M1.35%-41813F-HRTimeline
Greenline Partners, LLC13,244$5.12M0.59%013F-HRTimeline