IWV ISHARES TR

RUSSELL 3000 ETF (fund)

Filings received so far for Q3 2026: 46 13F filers report a position in IWV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
TLWM	283,869	$123M	19.53%	-8,947	13F-HR Timeline
EPIQ PARTNERS, LLC	74,545	$32.2M	13.86%	+2,790	13F-HR Timeline
Stairway Partners, LLC	55,804	$24.1M	1.14%	-730	13F-HR Timeline
jvl associates llc	29,127	$12.6M	3.62%	0	13F-HR Timeline
Post Resch Tallon Group Inc.	28,344	$12.2M	8.4%	+587	13F-HR Timeline
Apella Capital, LLC	20,472	$9M	0.11%	+26	13F-HR Timeline
Intelligence Driven Advisers, LLC	10,346	$4.47M	0.77%	-345	13F-HR Timeline
First Heartland Consultants, Inc.	10,097	$4.36M	0.29%	-627	13F-HR Timeline
Wedmont Private Capital	6,858	$3.01M	0.07%	+15	13F-HR Timeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC	5,448	$2.35M	1.41%	0	13F-HR Timeline
Avidian Wealth Enterprises, LLC	5,311	$2.29M	0.06%	+31	13F-HR Timeline
Castle Rock Wealth Management, LLC	4,892	$2.16M	0.41%	-1,292	13F-HR Timeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…	4,150	$1.79M	0.16%	0	13F-HR Timeline Group
RFG - Bristol Wealth Advisors, LLC	3,483	$1.5M	0.36%	-440	13F-HR Timeline
CoreCap Advisors, LLC	3,271	$1.41M	0.04%	+45	13F-HR Timeline
Graves Light Lenhart Wealth, Inc.	3,244	$1.4M	0.13%	-61	13F-HR Timeline
Valeo Financial Advisors, LLC	3,194	$1.38M	0.03%	0	13F-HR Timeline
Farther Finance Advisors, LLC	2,487	$1.07M	0.01%	+341	13F-HR Timeline
Red Spruce Capital, LLC	2,408	$1.04M	0.37%	+33	13F-HR Timeline
Acropolis Investment Management, LLC	2,355	$1.02M	0.04%	0	13F-HR Timeline
Prosperity Planning, Inc.	2,098	$906K	0.2%	-182	13F-HR Timeline
Baring Financial LLC	1,921	$829K	0.45%	-284	13F-HR Timeline
Cambridge Financial Group, LLC	1,732	$739K	0.23%	0	13F-HR Timeline
RVW Wealth, LLC	1,522	$657K	0.04%	0	13F-HR Timeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	1,203	$519K	0.01%	0	13F-HR Timeline
Versant Capital Management, Inc	1,142	$493K	0.04%	+2	13F-HR Timeline
Veracity Capital LLC	1,120	$483K	0.13%	+229	13F-HR Timeline
Capital Advisors Wealth Management, LLC	1,000	$432K	0.05%	0	13F-HR Timeline
ECLECTIC ASSOCIATES INC /ADV	993	$429K	0.05%	-10	13F-HR Timeline
JACOBS & CO/CA	982	$423K	0.04%	0	13F-HR Timeline
Galvin, Gaustad & Stein, LLC	793	$342K	0.03%	+1	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	765	$330K	0.02%	+24	13F-HR Timeline
SAPIENT CAPITAL LLC	734	$317K	<0.01%	0	13F-HR Timeline
Marquette Asset Management, LLC	661	$285K	0.04%	0	13F-HR Timeline
Ridgewood Investments LLC	658	$284K	0.1%	0	13F-HR Timeline
Kearns & Associates LLC	549	$237K	0.11%	0	13F-HR Timeline
Financial Enhancement Group LLC	493	$217K	0.02%	0	13F-HR Timeline
Grove Bank & Trust	500	$216K	0.02%	0	13F-HR Timeline
Aletheian Wealth Advisors LLC	484	$209K	0.08%	0	13F-HR Timeline
Trust Co	392	$169K	0.01%	+103	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	300	$129K	<0.01%	0	13F-HR Timeline
Horizons Wealth Management	116	$50.1K	0.03%		13F-HR Timeline
Bangor Savings Bank	85	$36.7K	<0.01%	0	13F-HR Timeline
GAMMA Investing LLC	64	$27.6K	<0.01%	-64	13F-HR Timeline
GILPIN WEALTH MANAGEMENT, LLC	25	$10.8K	0.01%	0	13F-HR Timeline
Wealth Enhancement Trust Services, Inc.	10	$4.32K	<0.01%	0	13F-HR Timeline