iShares Russell 3000 ETFIWVETF
13F holders, Q1 2024 (March 31)757holders
3famous investors
$299.99avg. 13F price*
At the end of Q1 2024, 757 institutions reported holding iShares Russell 3000 ETF (IWV) in their 13F filings. The largest holders were SCS Capital Management LLC ($621.4M), Morgan Stanley ($365.5M) and Northern Trust Corp. ($317.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell 3000 ETF
- CUSIP
- 464287689
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $186.3M |
| Exits | 42 | $65.2M |
Ownership 757 holders
| SCS Capital Management LLC | 13.22% | Reduce -1.6% | 2,070,670 | $621.4M |
| Morgan Stanley | 0.03% | Reduce -3.5% | 1,218,060 | $365.5M |
| Northern Trust Corp. | 0.05% | Reduce -5.7% | 1,058,532 | $317.6M |
| BlackRock Inc. | 0.01% | Add +30.5% | 957,956 | $287.5M |
| Bank of America Corp. | 0.03% | Reduce -2.1% | 932,799 | $279.9M |
| Bank of New York Mellon Corp | 0.04% | Reduce -1.6% | 728,093 | $218.5M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -11.5% | 658,188 | $197.5M |
| JPMorgan Chase & Co. | 0.02% | Reduce -34.1% | 624,033 | $187.3M |
| Pitcairn Co. | 10.39% | Reduce -1.4% | 534,115 | $160.3M |
| Ameriprise Financial Inc. | 0.04% | Reduce -1.6% | 470,024 | $141.0M |
| UBS Group AG | 0.04% | Reduce -1.1% | 452,011 | $135.6M |
| LPL Financial LLC | 0.07% | Reduce -0.7% | 439,842 | $132.0M |
| Evensky & Katz LLC | 8.55% | Reduce -3.2% | 403,985 | $121.2M |
| UNC Management Company, Inc. | 98.69% | New | 401,152 | $120.4M |
| HighTower Advisors, LLC | 0.15% | Add +2.4% | 317,288 | $95.2M |
| Focus Partners Wealth | 0.74% | Add +4.3% | 302,778 | $90.9M |
| PNC Financial Services Group, Inc. | 0.06% | Add +6.8% | 292,637 | $87.8M |
| TLWM | 19.15% | Reduce -3.4% | 287,606 | $86.3M |
| Sentinel Trust Co. Lba | 10.81% | Add +4.7% | 278,829 | $83.7M |
| Pegasus Partners Ltd. | 7.82% | Add +0.7% | 245,792 | $73.8M |
| Family Firm, Inc. | 15.14% | Reduce -3.9% | 207,017 | $62.1M |
| Captrust Financial Advisors | 0.23% | Add +20.0% | 205,344 | $61.6M |
| Blair William & Co. | 0.19% | Reduce -3.8% | 200,210 | $60.1M |
| Corient Private Wealth LP | 0.10% | Add +1.1% | 195,121 | $58.6M |
| AlphaCore Capital LLC | 15.26% | Reduce -0.6% | 190,700 | $57.2M |
| Waverly Advisors, LLC | 1.34% | Add +103.3% | 189,493 | $56.9M |
| Wells Fargo & Company | 0.01% | Reduce -14.0% | 182,262 | $54.7M |
| Mercer Global Advisors Inc. | 0.15% | Reduce -6.1% | 180,168 | $54.4M |
| Proficio Capital Partners LLC | 5.73% | Add +1.5% | 176,755 | $52.0M |
| Bessemer Group Inc. | 0.09% | Reduce -0.2% | 173,390 | $52.0M |
| Ballentine Partners, LLC | 0.97% | Add +1.6% | 170,152 | $51.1M |
| GM Advisory Group, LLC | 3.52% | Add +3.8% | 167,249 | $50.2M |
| Davis R M Inc. | 1.01% | Reduce -0.5% | 160,272 | $48.1M |
| Bank of Nova Scotia | 0.10% | New | 159,700 | $47.9M |
| Commerce Bank | 0.31% | Add +6.8% | 158,621 | $47.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -24.2% | 157,631 | $47.3M |
| Tiaa Trust, National Association | 0.14% | Reduce -0.6% | 157,086 | $47.1M |
| Calamos Wealth Management LLC | 2.67% | Reduce -0.9% | 155,510 | $46.7M |
| New York State Common Retirement Fund | 0.06% | Reduce -17.1% | 155,034 | $46.5M |
| Stephens Inc. | 0.72% | Add +3.7% | 154,718 | $46.4M |
| Franklin Resources Inc. | 0.01% | Add +1.1% | 144,786 | $43.4M |
| Wind River Trust Co | 13.62% | No change | 124,692 | $37.4M |
| Jones Financial Companies LLLP | 0.05% | Reduce -0.1% | 124,096 | $37.2M |
| Mill Creek Capital Advisors, LLC | 1.01% | Reduce -1.6% | 123,989 | $37.2M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -21.5% | 123,566 | $37.1M |
| Bank of Montreal | 0.01% | Reduce -0.6% | 122,849 | $36.9M |
| Portfolio Strategies, Inc. | 2.50% | Add +0.8% | 122,784 | $36.8M |
| Cerity Partners LLC | 0.10% | Add +120.4% | 121,244 | $36.4M |
| Geneos Wealth Management Inc. | 1.52% | Reduce -8.4% | 110,463 | $33.1M |
| Tanglewood Wealth Management, Inc. | 3.97% | Reduce -5.8% | 106,996 | $32.1M |
| Osaic Holdings, Inc. | 0.07% | Reduce -6.1% | 105,354 | $31.6M |
| Cresset Asset Management, LLC | 0.15% | Add +10.6% | 104,857 | $31.5M |
| Hantz Financial Services, Inc. | 0.61% | Reduce -5.7% | 104,691 | $31.4M |
| Caprock Group, LLC | 1.74% | No change | 101,123 | $30.3M |
| Georgetown University | 9.60% | Add +0.3% | 100,090 | $30.0M |
| Waldron Private Wealth LLC | 1.32% | Reduce -1.1% | 97,368 | $29.2M |
| Royal Bank of Canada | 0.01% | Reduce -15.5% | 95,609 | $28.7M |
| NSI Retail Advisors, LLC | 4.21% | No change | 93,400 | $28.0M |
| CSM Advisors, LLC | 1.85% | No change | 93,400 | $28.0M |
| Provenance Wealth Advisors, LLC | 3.93% | Reduce -1.8% | 93,031 | $27.9M |
| Great Diamond Partners, LLC | 6.38% | Add +2.0% | 92,525 | $27.8M |
| US Bancorp \de | 0.04% | Reduce -0.6% | 91,232 | $27.4M |
| Clearstead Advisors, LLC | 1.32% | Add +0.0% | 89,677 | $26.7M |
| Brighton Jones LLC | 0.94% | Reduce -0.7% | 87,059 | $26.1M |
| HB Wealth Management, LLC | 0.32% | Add +0.4% | 85,347 | $25.6M |
| Ieq Capital, LLC | 0.36% | Add +1.7% | 84,634 | $25.4M |
| Brookstone Capital Management | 0.44% | Add +5.0% | 82,416 | $24.7M |
| Comerica Bank | 0.11% | Reduce -6.0% | 81,675 | $24.5M |
| Fifth Third Bancorp | 0.10% | Add +0.2% | 81,420 | $24.4M |
| Mariner, LLC | 0.05% | Add +0.4% | 77,125 | $23.1M |
| Embree Financial Group | 4.50% | Reduce -1.9% | 76,494 | $23.0M |
| Trajan Wealth LLC | 1.51% | — | 74,555 | $22.4M |
| Stairway Partners, LLC | 1.79% | Reduce -4.0% | 73,768 | $22.1M |
| FFT Wealth Management LLC | 1.89% | Reduce -84.2% | 73,051 | $21.9M |
| Brooklyn FI, LLC | 8.92% | Add +0.4% | 72,310 | $21.7M |
| Nations Financial Group Inc, /Ia/ | 1.78% | Reduce -1.8% | 70,460 | $21.1M |
| Christopher J. Hasenberg, Inc | 10.09% | Reduce -1.6% | 68,486 | $20.6M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +9.4% | 68,022 | $20.4M |
| Savant Capital, LLC | 0.23% | Reduce -4.6% | 67,348 | $20.2M |
| Cetera Investment Advisers | 0.05% | Add +217.1% | 66,913 | $20.1M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -2.2% | 66,324 | $19.9M |
| Johnson Investment Counsel Inc. | 0.20% | Add +0.6% | 61,899 | $18.6M |
| Truepoint, Inc. | 0.53% | Reduce -4.0% | 61,756 | $18.5M |
| Compass Financial Group, Inc. | 9.42% | Reduce -0.5% | 58,910 | $17.7M |
| Campbell Wealth Management | 1.74% | Reduce -25.9% | 58,286 | $17.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.43% | Reduce -0.6% | 56,016 | $16.8M |
| Wealthstream Advisors, Inc. | 6.22% | Reduce -3.1% | 54,610 | $16.4M |
| Diversified Portfolios, Inc. | 2.30% | Reduce -0.1% | 54,534 | $16.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -7.1% | 54,206 | $16.3M |
| O'Brien Wealth Partners LLC | 3.63% | Reduce -1.8% | 52,309 | $15.7M |
| Buckingham Strategic Wealth, LLC | 0.16% | Reduce -1.6% | 51,880 | $15.6M |
| United Capital Financial Advisors, LLC | 0.13% | Add +6.5% | 51,610 | $15.5M |
| CHURCHILL MANAGEMENT Corp | 0.19% | Reduce -12.6% | 51,485 | $15.4M |
| Truist Financial Corp. | 0.02% | Reduce -13.4% | 50,274 | $15.1M |
| Balentine LLC | 0.44% | Add +2.2% | 48,692 | $14.6M |
| BBR Partners, LLC | 1.15% | Add +0.1% | 48,023 | $14.4M |
| FMR LLC | 0.00% | Add +7.8% | 47,158 | $14.2M |
| Wealthspire Advisors, LLC | 0.19% | Reduce -20.3% | 47,036 | $14.1M |
| Hanover Advisors Inc. | 5.75% | Add +10.9% | 45,640 | $13.7M |
| AlTi Global, Inc. | 0.38% | Add +2.6% | 45,006 | $13.5M |
"% of holder's portfolio" is IWV's weight in each manager's 13F, not the share of iShares Russell 3000 ETF the manager owns.