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Disclosery

IWV ISHARES TR

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RUSSELL 3000 ETF (fund)

862 managers (870 13F filers) reported a position in IWV shares at 2026-03-31, 28,505,954 shares in all. 36 filers opened a position and 57 filers sold out during the quarter.

Managers
862
13F filers
870
New
36
Added
228
Reduced
264
Sold out
57
Shares held by filers
28,505,954

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC1,865,658$692M7.33%-9,14213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,799,933$667M0.01%+349,80413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,701,803$631M0.08%+172,62913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,317,743$488M0.03%+32,92113F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP998,905$370M0.05%-20,82813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/923,534$342M0.03%+94,28313F-HRTimelineGroup
American Family Investments, Inc.in group American Family Investments, …843,738$313M8.22%+571,89813F-HRTimelineGroup
Pitcairn Wealth Advisors LLCin group PITCAIRN CO507,490$196M18.07%-4,27913F-HRTimelineGroup
UNC Management Company, Inc.527,834$196M11.94%+1,06613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO475,713$171M0.01%+1,66413F-HR/ATimelineGroup
LPL Financial LLC457,350$170M0.05%-42,87213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC398,978$148M0.03%-24,55513F-HR/ATimelineGroup
FMR LLCin group FMR LLC387,948$144M0.01%-6,34313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding365,407$135M-10,280Timeline
Evensky & Katz LLC340,805$126M7.19%-5,10013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp338,628$126M0.02%-12,42813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…335,776$124M0.07%-10,28613F-HRTimelineGroup
HighTower Advisors, LLC318,216$118M0.13%+5,57613F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding307,840$114M+150,461Timeline
UBS Group AGgroup of 2 filers holding296,978$110M-85,122Timeline
TLWM294,238$109M19.65%+13,04813F-HRTimeline
Gotham Asset Management, LLC288,620$107M0.33%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV275,736$102M0.15%+3,36113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC274,951$102M0.4%-78513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN252,360$93.5M0.02%-43,07713F-HR/ATimelineGroup
SENTINEL TRUST CO LBA242,928$90M8.95%-1,11313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP226,096$83M0.12%+1,97913F-HRTimelineGroup
Bricktown Capital, LLC222,495$82.5M16.24%+21,00013F-HRTimeline
BLAIR WILLIAM & CO/IL194,240$72M0.21%-4,43113F-HRTimeline
IEQ CAPITAL, LLC174,759$64.8M0.3%+2813F-HRTimeline
GM Advisory Group, LLC173,146$64.2M2.47%-4,21113F-HRTimeline
Geneos Wealth Management Inc.170,528$63.2M1.47%+13,64713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…164,161$60.9M0.76%+7,10513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS163,610$60.6M0.11%-87,36813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC160,437$59.5M0.1%+61313F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA159,700$59.2M0.1%013F-HRTimelineGroup
DAVIS R M INC159,675$59.2M1.05%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC156,157$57.9M0.02%+15,54413F-HRTimelineGroup
Waverly Advisors, LLC149,844$55.5M0.42%-2,30313F-HRTimeline
Cetera Investment Advisers149,242$55.3M0.06%-4,74413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding147,426$54.6M+79,570Timeline
COMMERCE BANKin group COMMERCE BANK145,398$53.9M0.26%+52913F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding144,141$53.4M+6,704Timeline
Proficio Capital Partners LLC143,682$53.3M2.85%-9,79513F-HRTimeline
Beacon Pointe Advisors, LLC141,446$52.4M0.28%-32,74513F-HRTimeline
Ballentine Partners, LLC138,977$51.5M0.72%+7,28213F-HRTimeline
FFT WEALTH MANAGEMENT LLC137,902$51.1M9.25%+1,22113F-HRTimeline
Mill Creek Capital Advisors, LLC130,652$48.4M0.99%+1,93813F-HRTimeline
Cresset Asset Management, LLC127,395$47.2M0.2%+9,79413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC124,611$46.2M0.07%+99,58513F-HRTimelineGroup
Wind River Trust Co124,042$46M17.34%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC122,656$45.5M0.02%+19,00213F-HRTimelineGroup
Caprock Group, LLC120,726$44.8M1.09%-4,52613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC114,847$42.6M0.07%-29,86513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP115,291$41.7M0.02%+11,77813F-HRTimelineGroup
PENNINGTON PARTNERS & CO., LLC112,105$41.6M14.23%+14,43213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC110,168$40.8M0.06%+11,14913F-HRTimeline
AlphaCore Capital LLC106,552$39.5M0.94%-3,80013F-HRTimeline
Clearstead Advisors, LLC103,739$38.5M0.35%+1,76213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.98,969$36.7M0.05%+29313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding95,511$35.4M-21,265Timeline
Tanglewood Wealth Management, Inc.93,323$34.6M2.87%+18,57913F-HRTimeline
Mariner, LLCin group Mariner, LLC91,778$34M0.04%-6,68913F-HRTimelineGroup
STRATEGIC INVESTMENT MANAGEMENT, LLC86,831$32.2M13.44%+38,99013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/81,209$30.1M0.01%-7,30713F-HRTimelineGroup
HB Wealth Management, LLC80,307$29.8M0.19%+37713F-HRTimeline
Waldron Private Wealth LLC80,093$29.7M1.16%-2,30913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.80,025$29.7M0.45%-2,36013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Provenance Wealth Advisors, LLC79,401$29.4M3.12%-3,29213F-HRTimeline
Brooklyn FI, LLC77,859$28.9M6.06%+9,92513F-HRTimeline
BRIGHTON JONES LLC76,523$28.4M0.63%new13F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…75,383$27.9M0.05%-1,42113F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC74,289$27.5M0.13%+5,99013F-HRTimelineGroup
Great Diamond Partners, LLC72,135$26.7M5.15%-1,88413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV71,164$26.4M1.36%+3,90213F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…70,889$26.3M0.57%-99613F-HRTimelineGroup
Finley Financial, LLC70,747$26.2M12.28%-1,09113F-HRTimeline
Portfolio Strategies, Inc.70,321$26.1M3.21%-77413F-HRTimeline
TIAAgroup of 2 filers holding68,608$25.4M-1,261Timeline
EPIQ PARTNERS, LLC67,551$25M11.7%+4,68713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\64,613$24M0.03%-15,02013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA61,046$22.6M<0.01%-57,35213F-HRTimelineGroup
Trajan Wealth LLC59,173$21.9M0.89%+1,06213F-HRTimeline
Stairway Partners, LLC58,578$21.7M1.12%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC58,155$21.6M0.17%+21713F-HRTimeline
Truepoint, Inc.58,119$21.5M0.48%-43813F-HRTimeline
Diversified Portfolios, Inc.56,356$20.9M1.72%-11413F-HRTimeline
Strategic Equity Management56,171$20.8M7.83%+16213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…54,197$20.1M0.28%-2,14313F-HRTimelineGroup
Greenspring Advisors, LLC53,723$19.9M1.21%-52413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP52,108$19.3M0.03%+84013F-HRTimelineGroup
Compass Financial Group, Inc.50,701$18.8M8.47%-88913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC49,691$18.4M0.35%-10413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC46,957$17.4M0.01%+2,27813F-HRTimelineGroup
NEPC LLC46,031$17.1M0.34%+7013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…45,574$16.9M0.01%-32713F-HRTimelineGroup
KDK Private Wealth Management, LLC44,775$16.6M15.18%-34613F-HRTimeline
Creative Planningin group Creative Planning44,596$16.5M0.01%+2,90413F-HRTimelineGroup
Balentine LLC43,843$16.3M0.65%-2,94213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding43,660$16.2M+892Timeline
Embree Financial Group42,767$15.9M1.87%+2,05513F-HRTimeline
CWM, LLCin group CWM, LLC42,590$15.8M0.04%+81113F-HRTimelineGroup
Crestwood Advisors Group, LLC42,543$15.8M0.27%+2813F-HRTimeline
Fund Evaluation Group, LLC42,519$15.8M0.48%013F-HRTimeline
Moss Adams Wealth Advisors LLC41,931$15.5M1.14%-7,05513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…41,907$15.5M0.1%-1,51813F-HRTimelineGroup
Wealthspire Advisors, LLC41,387$15.3M0.12%-7,48713F-HRTimeline
FIRST HORIZON CORP41,229$15.3M0.64%013F-HRTimeline
MONEYWISE, INC.40,287$14.9M6.52%+75313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.40,027$14.8M0.32%+11513F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC37,982$14.3M0.29%-11,22513F-HRTimeline
HANOVER ADVISORS INC38,175$14.2M5.75%-14013F-HRTimeline
Quantinno Capital Management LP37,377$13.9M0.02%+2,07013F-HRTimeline
Ipswich Investment Management Co., Inc.36,841$13.7M3.21%-1,48313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…35,929$13.4M0.03%-6,28813F-HRTimeline
Roble, Belko & Company, Inc36,119$13.4M1.7%013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC35,131$13M0.16%013F-HRTimelineGroup
Tanager Wealth Management LLP35,098$13M1.26%-1,73713F-HRTimeline
WHITTIER TRUST CO32,643$12.3M0.14%+11,20013F-HRTimeline
JFS WEALTH ADVISORS, LLC32,359$12M0.67%-88713F-HRTimeline
Conservest Capital Advisors, Inc.31,204$11.6M1.05%-3,30313F-HRTimeline
UMB Bank, n.a.29,938$11.1M0.15%-85313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PARTNERS CAPITAL INVESTMENT GROUP, LLP29,907$11.1M0.42%+6013F-HRTimeline
jvl associates llc29,127$10.8M3.62%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,831$10.7M0.01%-2,12913F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …28,806$10.7M0.02%+2,74013F-HRTimelineGroup
One Day In July LLC28,673$10.6M0.85%+2,94313F-HRTimeline
Cambridge Investment Research Advisors,…28,457$10.5M0.03%+3,47713F-HRTimeline
Post Resch Tallon Group Inc.28,077$10.5M8.47%+1,10413F-HRTimeline
ALLIANCEBERNSTEIN L.P.26,481$10.2M<0.01%-1813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA27,432$10.2M0.05%-72013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC26,821$9.94M0.04%+1,15513F-HRTimelineGroup
BigSur Wealth Management LLC25,200$9.34M2.62%-6,50013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding24,787$9.19MnewTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.24,965$9.17M0.01%13F-HRTimelineGroup
REBALANCE, LLC24,744$9.17M0.53%+4813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…23,475$8.7M0.03%-99213F-HRTimelineGroup
NORRIS PERNE & FRENCH LLP/MI22,880$8.48M0.41%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management22,549$8.36M0.1%-25,37013F-HRTimelineGroup
LCNB CORP22,498$8.34M2.8%+1,20013F-HRTimeline
Advisory Services Network, LLC22,490$8.34M0.11%-1,95213F-HRTimeline
Apella Capital, LLC20,496$8.29M0.12%-6,04613F-HRTimeline
Circle Wealth Management, LLC22,161$8.21M0.12%013F-HRTimeline
St. Louis Trust Co21,771$8.07M0.94%-10413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co21,755$8.06M0.1%-1,26213F-HRTimelineGroup
Wilmington Savings Fund Society, FSB21,412$7.94M0.19%-9313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.21,355$7.92M0.01%+93013F-HRTimelineGroup
Cedar Wealth Management, LLC21,171$7.85M2.28%+2,78113F-HRTimeline
Sheridan Capital Management, LLC20,850$7.73M4.07%+6113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,468$7.59M0.01%+19,73713F-HRTimelineGroup
Mueller Wealth, LLC20,244$7.5M5.98%+70813F-HRTimeline
ASPIRIANT, LLC19,857$7.36M0.21%-4,65813F-HRTimeline
Arcus Capital Partners, LLC19,520$7.24M2.6%+8,02613F-HRTimeline
Legacy Trust18,848$6.99M1.34%-81613F-HRTimeline
FORTE ASSET MANAGEMENT LLC18,596$6.89M3.03%-4,74913F-HRTimeline
Jordan Park Group LLC18,515$6.86M0.37%013F-HRTimeline
ANCHYRA PARTNERS LLC18,457$6.84M2.08%+5,79113F-HRTimeline
Chicago Partners Investment Group LLC16,863$6.83M0.15%+1,93313F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA18,414$6.71M0.21%-22213F-HRTimelineGroup
WEST PACES ADVISORS INC.17,861$6.62M1.28%-7513F-HRTimeline
Elyxium Wealth, LLC17,730$6.57M2.11%013F-HRTimeline
New Republic Capital, LLC17,423$6.46M2.18%+5,16813F-HRTimeline
Triune Financial Partners, LLC17,370$6.44M1.53%-34413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,152$6.36M0.01%+11,29413F-HRTimelineGroup
WHI TRUST Co LLC17,078$6.33M4.77%-56713F-HRTimeline
U.S. Capital Wealth Advisors, LLC16,955$6.28M0.16%-80113F-HRTimeline
Winthrop Advisory Group LLC16,822$6.24M0.51%+29713F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.16,691$6.19M0.42%013F-HRTimelineGroup
XPONANCE LLC16,599$6.15M0.04%+11,41813F-HRTimeline
Gilbert & Cook, Inc.16,487$6.11M0.79%-9613F-HRTimeline
NewEdge Advisors, LLC16,476$6.11M0.02%-3,16913F-HR/ATimeline
EP Wealth Advisors, LLC16,103$5.97M0.03%-1,01813F-HRTimeline
Sequoia Financial Advisors, LLC15,913$5.9M0.03%-11513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP15,688$5.82M0.12%-18013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC15,454$5.73M0.28%-2,34913F-HRTimeline
Summit Trail Advisors, LLC15,435$5.72M0.08%+1,69513F-HRTimeline
Aries Wealth Management15,294$5.67M1.25%013F-HRTimeline
Midwest Professional Planners, LTD.15,060$5.58M1.31%+33813F-HRTimeline
Curi Capital, LLC14,973$5.55M0.1%-20513F-HRTimeline
KLINGENSTEIN FIELDS & CO LP14,928$5.53M0.22%+2813F-HRTimeline
Private Advisor Group, LLC14,690$5.45M0.03%+13013F-HRTimeline
COZAD ASSET MANAGEMENT INC14,686$5.44M0.43%+8013F-HRTimeline
Ascent Wealth Partners, LLC14,599$5.41M0.63%-2,44413F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV14,597$5.41M0.09%013F-HR/ATimeline
MML INVESTORS SERVICES, LLC14,584$5.41M0.01%-4,27913F-HRTimeline
Financial Council, LLC14,505$5.38M2.07%-15513F-HRTimeline
Sowell Financial Services LLC14,031$5.2M0.19%+48713F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC14,031$5.2M0.04%-1013F-HRTimeline
William Howard & Co Financial Advisors …13,775$5.11M4.41%-49613F-HRTimeline
Aquire Wealth Advisors, LLC13,398$4.97M1.31%-413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding13,267$4.92M-4,188Timeline
Greenline Partners, LLC13,244$4.91M0.53%013F-HRTimeline
Bleakley Financial Group, LLC13,210$4.9M0.08%new13F-HRTimeline
MPS Loria Financial Planners, LLC12,897$4.78M1.26%+17813F-HRTimeline
Basecamp Wealth Advisors LLC12,894$4.78M0.99%+2613F-HRTimeline
LOWE BROCKENBROUGH & CO INC12,672$4.7M0.23%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT12,531$4.65M0.04%-25,54113F-HRTimeline
Prime Capital Investment Advisors, LLC12,337$4.57M0.05%+3813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS12,300$4.56M<0.01%+3,96813F-HRTimelineGroup
Blue Fin Capital, Inc.12,156$4.51M0.74%-1813F-HRTimeline