iShares Russell 3000 ETFIWVETF
13F holders, Q2 2024 (June 30)771holders +14
56new positions
36sold out
5famous investors
$298.44avg. 13F price*
At the end of Q2 2024, 771 institutions reported holding iShares Russell 3000 ETF (IWV) in their 13F filings, up 14 from Q1 2024. 56 opened new positions and 36 sold out. The largest holders were SCS Capital Management LLC ($630.4M), Morgan Stanley ($375.4M) and Northern Trust Corp. ($333.0M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $54.5M |
| Exits | 36 | $81.6M |
All 13F filers, Q1 2024 → Q2 2024: 2,199,530 shares bought and 797,418 shares sold, net +1,402,112 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 771 holders
| SCS Capital Management LLC | 13.20% | Reduce -1.4% | 2,042,333 | $630.4M |
| Morgan Stanley | 0.03% | Reduce -0.1% | 1,216,222 | $375.4M |
| Northern Trust Corp. | 0.06% | Add +1.9% | 1,078,799 | $333.0M |
| BlackRock Inc. | 0.01% | Add +7.9% | 1,033,687 | $319.1M |
| Bank of America Corp. | 0.03% | Add +0.0% | 933,185 | $288.0M |
| Goldman Sachs Group Inc. | 0.04% | Add +10.8% | 729,204 | $225.1M |
| Bank of New York Mellon Corp | 0.04% | Reduce -0.9% | 721,475 | $222.7M |
| Focus Partners Wealth | 0.63% | Add +100.7% | 607,732 | $187.6M |
| UNC Management Company, Inc. | 99.97% | Add +42.6% | 572,030 | $176.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -15.1% | 529,756 | $163.5M |
| Pitcairn Co. | 9.77% | Reduce -3.0% | 518,380 | $160.0M |
| Ameriprise Financial Inc. | 0.04% | Reduce -1.4% | 463,449 | $143.1M |
| LPL Financial LLC | 0.07% | Add +3.5% | 455,343 | $140.6M |
| UBS Group AG | 0.04% | Reduce -0.1% | 451,778 | $139.5M |
| Evensky & Katz LLC | 8.49% | Reduce -2.2% | 395,212 | $122.0M |
| PNC Financial Services Group, Inc. | 0.07% | Add +11.6% | 326,689 | $100.8M |
| HighTower Advisors, LLC | 0.15% | Reduce -1.0% | 314,007 | $96.9M |
| Sentinel Trust Co. Lba | 11.18% | Add +5.7% | 294,682 | $91.0M |
| TLWM | 19.78% | Add +0.9% | 290,276 | $89.6M |
| Pegasus Partners Ltd. | 7.66% | Add +0.1% | 246,155 | $76.0M |
| Captrust Financial Advisors | 0.24% | Add +17.2% | 240,604 | $74.3M |
| Corient Private Wealth LP | 0.11% | Add +7.8% | 210,366 | $64.9M |
| Family Firm, Inc. | 14.12% | Add +313.6% | 856,336 | $63.3M |
| Blair William & Co. | 0.19% | Reduce -2.4% | 195,350 | $60.3M |
| Waverly Advisors, LLC | 1.14% | Reduce -0.6% | 188,450 | $58.2M |
| AlphaCore Capital LLC | 13.75% | Reduce -3.5% | 184,127 | $56.8M |
| GM Advisory Group, LLC | 3.52% | Add +5.7% | 176,842 | $54.6M |
| Mercer Global Advisors Inc. | 0.15% | Reduce -3.5% | 173,808 | $53.6M |
| Proficio Capital Partners LLC | 5.62% | Reduce -1.8% | 173,516 | $53.6M |
| Bessemer Group Inc. | 0.09% | No change | 173,390 | $53.5M |
| Wells Fargo & Company | 0.01% | Reduce -5.6% | 171,995 | $53.1M |
| Ballentine Partners, LLC | 0.96% | Reduce -0.8% | 168,793 | $52.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +2.0% | 160,720 | $49.6M |
| Calamos Wealth Management LLC | 2.69% | Add +3.1% | 160,388 | $49.5M |
| Davis R M Inc. | 1.00% | No change | 160,272 | $49.5M |
| Bank of Nova Scotia | 0.10% | No change | 159,700 | $49.3M |
| Commerce Bank | 0.32% | Reduce -0.1% | 158,493 | $48.9M |
| Stephens Inc. | 0.74% | Add +1.5% | 157,049 | $48.5M |
| Franklin Resources Inc. | 0.01% | Reduce -5.5% | 136,768 | $42.2M |
| Cerity Partners LLC | 0.11% | Add +6.2% | 128,750 | $39.7M |
| Mill Creek Capital Advisors, LLC | 0.99% | Add +2.0% | 126,441 | $39.0M |
| Wind River Trust Co | 15.61% | No change | 124,692 | $38.5M |
| New York State Common Retirement Fund | 0.05% | Reduce -20.6% | 123,146 | $38.0M |
| Portfolio Strategies, Inc. | 5.13% | Reduce -0.7% | 121,921 | $37.6M |
| Cresset Asset Management, LLC | 0.16% | Add +15.5% | 121,123 | $37.4M |
| Bank of Montreal | 0.01% | Reduce -2.6% | 119,597 | $37.0M |
| Tiaa Trust, National Association | 0.11% | Reduce -24.5% | 118,537 | $36.6M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -4.6% | 117,827 | $36.4M |
| Osaic Holdings, Inc. | 0.08% | Add +6.9% | 112,669 | $34.8M |
| Geneos Wealth Management Inc. | 1.46% | Reduce -3.3% | 106,876 | $33.0M |
| Caprock Group, LLC | 1.33% | Add +4.7% | 105,917 | $32.7M |
| Hantz Financial Services, Inc. | 0.62% | Reduce -0.4% | 104,245 | $32.2M |
| Royal Bank of Canada | 0.01% | Add +7.5% | 102,776 | $31.7M |
| Jones Financial Companies LLLP | 0.04% | Reduce -17.9% | 101,848 | $31.4M |
| Tanglewood Wealth Management, Inc. | 3.81% | Reduce -7.1% | 99,410 | $30.7M |
| Comerica Bank | 0.13% | Add +21.5% | 99,243 | $30.6M |
| Waldron Private Wealth LLC | 1.32% | Reduce -1.6% | 95,766 | $29.6M |
| Clearstead Advisors, LLC | 0.49% | Add +4.7% | 93,900 | $29.0M |
| NSI Retail Advisors, LLC | 5.06% | No change | 93,400 | $28.8M |
| CSM Advisors, LLC | 2.04% | No change | 93,400 | $28.8M |
| Provenance Wealth Advisors, LLC | 3.95% | Reduce -1.6% | 91,552 | $28.3M |
| US Bancorp \de | 0.04% | Add +0.2% | 91,418 | $28.2M |
| Great Diamond Partners, LLC | 6.46% | Reduce -3.7% | 89,080 | $27.5M |
| Brighton Jones LLC | 0.88% | Reduce -1.2% | 85,976 | $26.5M |
| HB Wealth Management, LLC | 0.31% | Add +0.3% | 85,616 | $26.4M |
| Ieq Capital, LLC | 0.35% | Reduce -0.5% | 84,176 | $26.0M |
| Christopher J. Hasenberg, Inc | 11.45% | Add +19.5% | 81,860 | $25.3M |
| Fifth Third Bancorp | 0.09% | Reduce -5.5% | 76,955 | $23.8M |
| Mariner, LLC | 0.05% | Reduce -2.1% | 75,465 | $23.3M |
| FFT Wealth Management LLC | 2.06% | Add +3.2% | 75,405 | $23.3M |
| Brooklyn FI, LLC | 8.87% | Add +1.7% | 73,545 | $22.7M |
| Embree Financial Group | 4.34% | Reduce -4.3% | 73,197 | $22.6M |
| Trajan Wealth LLC | 1.43% | Reduce -3.2% | 72,186 | $22.3M |
| Stairway Partners, LLC | 1.73% | Reduce -3.5% | 71,158 | $22.0M |
| Nations Financial Group Inc, /Ia/ | 1.78% | Add +0.3% | 70,693 | $21.8M |
| Savant Capital, LLC | 0.22% | Add +4.8% | 70,561 | $21.8M |
| Rockefeller Capital Management L.P. | 0.06% | Add +1.1% | 67,048 | $20.7M |
| Cetera Investment Advisers | 0.05% | Reduce -0.6% | 66,505 | $20.5M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -5.3% | 64,401 | $19.9M |
| Johnson Investment Counsel Inc. | 0.20% | Add +0.2% | 62,017 | $19.1M |
| Truepoint, Inc. | 0.54% | Reduce -0.1% | 61,683 | $19.0M |
| Brookstone Capital Management | 0.31% | Reduce -29.2% | 58,386 | $18.5M |
| Compass Financial Group, Inc. | 9.16% | Reduce -0.5% | 58,632 | $18.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.43% | Add +0.2% | 56,121 | $17.3M |
| Wealthstream Advisors, Inc. | 6.17% | No change | 54,610 | $16.9M |
| Diversified Portfolios, Inc. | 2.20% | Reduce -0.8% | 54,072 | $16.7M |
| Avantax Advisory Services, Inc. | 0.12% | Add +2025.3% | 52,282 | $16.1M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -3.7% | 52,200 | $16.1M |
| FMR LLC | 0.00% | Add +9.7% | 51,740 | $16.0M |
| CHURCHILL MANAGEMENT Corp | 0.19% | Add +0.2% | 51,597 | $15.9M |
| O'Brien Wealth Partners LLC | 3.58% | Reduce -1.5% | 51,535 | $15.9M |
| Buckingham Strategic Wealth, LLC | 0.16% | Reduce -0.7% | 51,500 | $15.9M |
| Truist Financial Corp. | 0.02% | Reduce -1.0% | 49,774 | $15.4M |
| Balentine LLC | 0.68% | No change | 48,692 | $15.0M |
| United Capital Financial Advisors, LLC | 0.13% | Reduce -6.2% | 48,431 | $14.9M |
| Wealthspire Advisors, LLC | 0.19% | Add +0.4% | 47,240 | $14.6M |
| Citizens Financial Group Inc. | 0.32% | Add +237.0% | 46,706 | $14.4M |
| AlTi Global, Inc. | 0.37% | Reduce -1.3% | 44,426 | $13.7M |
| Crestwood Advisors Group, LLC | 0.28% | New | 43,279 | $13.4M |
| First Horizon Advisors, Inc. | 0.40% | Add +2.2% | 42,644 | $13.2M |
"% of holder's portfolio" is IWV's weight in each manager's 13F, not the share of iShares Russell 3000 ETF the manager owns.