iShares Russell 3000 ETFIWVETF
13F holders, Q2 2026 (June 30)912holders +42
86new positions
35sold out
7famous investors
$425.76avg. 13F price*
At the end of Q2 2026, 912 institutions reported holding iShares Russell 3000 ETF (IWV) in their 13F filings, up 42 from Q1 2026. 86 opened new positions and 35 sold out. The largest holders were Goldman Sachs Group Inc. ($835.8M), SCS Capital Management LLC ($792.5M) and American Family Investments, Inc. ($693.9M). 7 famous investors held it, including Joel Greenblatt (0.3% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Russell 3000 ETF
- CUSIP
- 464287689
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $105.7M |
| Exits | 35 | $69.3M |
All 13F filers, Q1 2026 → Q2 2026: 2,174,507 shares bought and 2,980,355 shares sold, net −805,848 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 912 holders
| Goldman Sachs Group Inc. | 0.09% | Add +15.2% | 1,960,068 | $835.8M |
| SCS Capital Management LLC | 7.49% | Reduce -0.4% | 1,858,646 | $792.5M |
| American Family Investments, Inc. | 12.52% | Add +92.9% | 1,627,426 | $693.9M |
| Morgan Stanley | 0.03% | Reduce -12.3% | 1,155,278 | $492.6M |
| BlackRock, Inc. | 0.01% | Reduce -44.2% | 1,004,513 | $428.3M |
| Northern Trust Corp. | 0.05% | Reduce -0.5% | 993,509 | $423.6M |
| Bank of America Corp. | 0.02% | Reduce -26.4% | 680,045 | $290.0M |
| UNC Management Company, Inc. | 10.91% | Add +0.2% | 529,017 | $225.6M |
| Pitcairn Wealth Advisors LLC | 23.51% | Reduce -0.8% | 503,370 | $214.6M |
| JPMorgan Chase & Co. | 0.01% | Add +0.9% | 479,995 | $203.1M |
| LPL Financial LLC | 0.04% | Add +1.8% | 465,469 | $198.5M |
| Focus Partners Wealth | 0.19% | Add +22.1% | 440,213 | $187.7M |
| Ameriprise Financial Inc. | 0.04% | Add +1.6% | 405,547 | $173.0M |
| PNC Financial Services Group, Inc. | 0.07% | Add +3.9% | 348,820 | $148.7M |
| Evensky & Katz LLC | 7.41% | Reduce -1.3% | 336,531 | $143.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.1% | 331,519 | $141.4M |
| HighTower Advisors, LLC | 0.13% | Add +0.4% | 319,386 | $136.2M |
| FMR LLC | 0.01% | Reduce -22.2% | 301,846 | $128.7M |
| UBS Group AG | 0.02% | Reduce -0.1% | 295,890 | $126.2M |
| TLWM | 20.30% | Reduce -0.5% | 292,816 | $124.9M |
| Gotham Asset Management | 0.29% | Add +1.3% | 292,440 | $124.7M |
| Lido Advisors, LLC | 0.41% | Reduce -2.2% | 268,919 | $114.7M |
| Sentinel Trust Co. Lba | 9.47% | Add +3.3% | 250,902 | $107.0M |
| Wells Fargo & Company | 0.02% | Reduce -3.2% | 244,347 | $104.2M |
| Mercer Global Advisors Inc. | 0.13% | Reduce -12.1% | 242,291 | $103.3M |
| Corient Private Wealth LP | 0.13% | Reduce -4.4% | 216,236 | $92.2M |
| Wealthspire Advisors, LLC | 0.50% | Add +414.2% | 212,799 | $90.7M |
| Captrust Financial Advisors | 0.13% | Add +23.6% | 202,285 | $86.3M |
| Blair William & Co. | 0.22% | Reduce -0.3% | 193,707 | $82.6M |
| Bricktown Capital, LLC | 14.42% | Reduce -15.9% | 187,144 | $79.8M |
| Stephens Inc. | 0.85% | Add +8.3% | 177,801 | $75.8M |
| Geneos Wealth Management Inc. | 1.46% | Reduce -1.6% | 167,834 | $71.6M |
| Calamos Wealth Management LLC | 2.14% | Add +6.2% | 163,526 | $69.7M |
| Bank of Nova Scotia | 0.10% | No change | 159,700 | $68.1M |
| Davis R M Inc. | 1.07% | No change | 159,675 | $68.1M |
| Pathstone Holdings, LLC | 0.20% | Add +493.0% | 159,058 | $67.8M |
| Raymond James Financial Inc. | 0.02% | Add +0.1% | 156,335 | $66.7M |
| Brown Advisory Inc. | 0.10% | Reduce -5.6% | 151,447 | $64.6M |
| AQR Capital Management | 0.02% | Add +22.1% | 149,816 | $63.9M |
| Cetera Investment Advisers | 0.06% | Reduce -0.3% | 148,874 | $63.5M |
| Waverly Advisors, LLC | 0.36% | Reduce -2.4% | 146,205 | $62.3M |
| Franklin Resources Inc. | 0.01% | Add +0.9% | 145,453 | $62.0M |
| Commerce Bank | 0.27% | Reduce -0.2% | 145,100 | $61.9M |
| Fifth Third Bancorp | 0.10% | Reduce -1.5% | 144,384 | $61.6M |
| Proficio Capital Partners LLC | 2.20% | Reduce -0.3% | 143,298 | $61.1M |
| Ballentine Partners, LLC | 0.72% | Reduce -0.1% | 138,773 | $59.2M |
| FFT Wealth Management LLC | 9.14% | Reduce -0.8% | 136,855 | $58.4M |
| Cerity Partners LLC | 0.07% | Add +2.6% | 127,832 | $54.5M |
| Beacon Pointe Advisors, LLC | 0.25% | Reduce -11.0% | 125,851 | $53.7M |
| Heck Capital Advisors, LLC | 3.17% | Add +10736.3% | 124,292 | $53.0M |
| Cresset Asset Management, LLC | 0.19% | Reduce -2.7% | 124,004 | $52.9M |
| Caprock Group, LLC | 0.97% | Reduce -1.3% | 119,191 | $50.8M |
| Ieq Capital, LLC | 0.23% | Reduce -33.4% | 116,454 | $49.7M |
| Jones Financial Companies LLLP | 0.02% | Add +2.3% | 117,905 | $49.2M |
| Wind River Trust Co | 16.40% | Reduce -8.2% | 113,918 | $48.6M |
| Pennington Partners & Co., LLC | 14.96% | Reduce -2.3% | 109,483 | $46.7M |
| Bessemer Group Inc. | 0.06% | Reduce -4.8% | 109,289 | $46.6M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -1.4% | 108,567 | $46.3M |
| Clearstead Advisors, LLC | 0.42% | Reduce -0.1% | 103,636 | $44.2M |
| AlphaCore Capital LLC | 0.80% | Reduce -3.9% | 102,427 | $43.7M |
| Osaic Holdings, Inc. | 0.05% | Reduce -0.1% | 98,874 | $42.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.0% | 93,596 | $39.9M |
| Royal Bank of Canada | 0.01% | Add +50.2% | 91,682 | $39.1M |
| Mariner, LLC | 0.04% | Reduce -1.4% | 90,538 | $38.6M |
| CIBC Asset Management Inc | 0.08% | New | 87,817 | $37.4M |
| Bank of Montreal | 0.01% | Add +5.5% | 85,698 | $36.5M |
| HB Wealth Management, LLC | 0.19% | Add +0.5% | 80,702 | $34.4M |
| Hantz Financial Services, Inc. | 0.46% | Reduce -1.4% | 78,942 | $33.7M |
| Brooklyn FI, LLC | 6.17% | Add +1.7% | 79,177 | $33.6M |
| Waldron Private Wealth LLC | 1.16% | Reduce -1.5% | 78,861 | $33.6M |
| Provenance Wealth Advisors, LLC | 3.19% | Reduce -1.1% | 78,528 | $33.5M |
| Brighton Jones LLC | 0.60% | Reduce -0.6% | 76,042 | $32.4M |
| Tanglewood Wealth Management, Inc. | 2.70% | Reduce -20.1% | 74,519 | $31.8M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -1.4% | 74,325 | $31.7M |
| Savant Capital, LLC | 0.09% | Reduce -0.1% | 74,224 | $31.6M |
| Great Diamond Partners, LLC | 5.29% | Add +0.1% | 72,221 | $30.8M |
| Epiq Partners, LLC | 13.33% | Add +6.2% | 71,755 | $30.6M |
| Finley Financial, LLC | 11.91% | Reduce -1.9% | 69,374 | $29.6M |
| Nations Financial Group Inc, /Ia/ | 1.40% | Reduce -3.5% | 68,656 | $29.3M |
| Laird Norton Wetherby Trust Company, LLC | 0.55% | Reduce -5.6% | 66,920 | $28.5M |
| US Bancorp \de | 0.03% | Reduce -1.6% | 63,550 | $27.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.09% | Reduce -3.2% | 60,355 | $25.7M |
| Trajan Wealth LLC | 0.96% | Add +1.1% | 59,839 | $25.5M |
| Johnson Investment Counsel Inc. | 0.18% | Add +0.1% | 58,190 | $24.8M |
| Truepoint, Inc. | 0.51% | Reduce -0.9% | 57,571 | $24.5M |
| Stairway Partners, LLC | 1.14% | Reduce -3.5% | 56,534 | $24.1M |
| Diversified Portfolios, Inc. | 1.74% | Reduce -0.1% | 56,280 | $24.0M |
| Citizens Financial Group Inc. | 0.28% | Add +1.1% | 54,790 | $23.4M |
| Greenspring Advisors, LLC | 1.26% | Reduce -0.4% | 53,486 | $22.8M |
| Truist Financial Corp. | 0.03% | Add +2.4% | 53,370 | $22.8M |
| Strategic Equity Management | 7.60% | Reduce -5.5% | 53,092 | $22.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.37% | Add +5.4% | 52,369 | $22.3M |
| Citigroup Inc. | 0.01% | Add +10.9% | 52,068 | $22.2M |
| Compass Financial Group, Inc. | 8.67% | Reduce -5.0% | 48,145 | $20.5M |
| Quantinno Capital Management LP | 0.02% | Add +27.8% | 47,784 | $20.4M |
| KDK Private Wealth Management, LLC | 16.53% | Add +4.4% | 46,734 | $19.9M |
| Nepc LLC | 0.37% | No change | 46,031 | $19.6M |
| Creative Planning | 0.01% | Add +0.2% | 44,680 | $19.1M |
| Balentine LLC | 0.67% | Add +0.2% | 43,941 | $18.7M |
| Whittier Trust Co. | 0.18% | Add +30.7% | 42,663 | $18.3M |
"% of holder's portfolio" is IWV's weight in each manager's 13F, not the share of iShares Russell 3000 ETF the manager owns.