iShares Russell 3000 ETFIWVETF
13F holders, Q3 2024 (September 30)783holders +12
43new positions
30sold out
2famous investors
$315.45avg. 13F price*
At the end of Q3 2024, 783 institutions reported holding iShares Russell 3000 ETF (IWV) in their 13F filings, up 12 from Q2 2024. 43 opened new positions and 30 sold out. The largest holders were SCS Capital Management LLC ($636.6M), Northern Trust Corp. ($350.0M) and Morgan Stanley ($349.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $70.6M |
| Exits | 30 | $58.8M |
All 13F filers, Q2 2024 → Q3 2024: 853,950 shares bought and 1,990,595 shares sold, net −1,136,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 783 holders
| SCS Capital Management LLC | 12.83% | Reduce -4.6% | 1,948,321 | $636.6M |
| Northern Trust Corp. | 0.06% | Reduce -0.7% | 1,071,368 | $350.0M |
| Morgan Stanley | 0.03% | Reduce -11.9% | 1,070,895 | $349.9M |
| Bank of America Corp. | 0.03% | Add +1.2% | 944,330 | $308.5M |
| BlackRock, Inc. | 0.01% | — | 744,078 | $243.1M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -17.0% | 605,425 | $197.8M |
| UNC Management Company, Inc. | 30.47% | Add +0.3% | 573,920 | $187.5M |
| Pitcairn Co. | 10.79% | Add +7.8% | 558,944 | $182.6M |
| LPL Financial LLC | 0.07% | Add +3.0% | 469,157 | $153.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -14.7% | 451,720 | $147.6M |
| Ameriprise Financial Inc. | 0.04% | Reduce -3.3% | 448,160 | $146.4M |
| UBS Group AG | 0.04% | Reduce -4.8% | 430,122 | $140.5M |
| Evensky & Katz LLC | 8.30% | Reduce -1.3% | 389,923 | $127.4M |
| Focus Partners Wealth | 0.39% | Reduce -38.5% | 373,497 | $122.0M |
| Sentinel Trust Co. Lba | 12.12% | Add +10.6% | 325,757 | $106.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -55.3% | 322,383 | $105.3M |
| HighTower Advisors, LLC | 0.15% | Reduce -1.2% | 310,278 | $101.4M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -5.4% | 309,172 | $101.0M |
| TLWM | 19.40% | Add +0.9% | 292,761 | $95.7M |
| Captrust Financial Advisors | 0.24% | Add +1.6% | 244,475 | $79.9M |
| Wells Fargo & Company | 0.02% | Add +36.4% | 234,561 | $76.6M |
| Pegasus Partners Ltd. | 7.16% | Reduce -4.9% | 233,983 | $76.4M |
| Blair William & Co. | 0.20% | Add +7.0% | 209,055 | $68.3M |
| Family Firm, Inc. | 14.41% | Add +4.9% | 898,345 | $65.8M |
| GM Advisory Group, LLC | 3.57% | Add +3.1% | 182,268 | $59.6M |
| Proficio Capital Partners LLC | 5.71% | Add +1.3% | 175,769 | $57.4M |
| Bessemer Group Inc. | 0.09% | Reduce -0.2% | 173,080 | $56.5M |
| Ballentine Partners, LLC | 0.94% | Reduce -0.2% | 168,381 | $55.0M |
| AlphaCore Capital LLC | 11.96% | Reduce -12.1% | 161,802 | $52.9M |
| Commerce Bank | 0.32% | Add +1.9% | 161,468 | $52.8M |
| Calamos Wealth Management LLC | 2.75% | Add +0.6% | 161,307 | $52.7M |
| Bank of Nova Scotia | 0.11% | No change | 159,700 | $52.2M |
| Davis R M Inc. | 1.01% | Reduce -0.5% | 159,477 | $52.1M |
| Mercer Global Advisors Inc. | 0.12% | Reduce -7.5% | 160,702 | $52.0M |
| Stephens Inc. | 0.74% | Add +1.4% | 159,211 | $52.0M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -2.5% | 156,654 | $51.2M |
| Cresset Asset Management, LLC | 0.19% | Add +22.1% | 147,846 | $48.3M |
| Waverly Advisors, LLC | 0.86% | Reduce -24.4% | 142,512 | $46.6M |
| Franklin Resources Inc. | 0.01% | Reduce -1.9% | 134,171 | $44.6M |
| Tiaa Trust, National Association | 0.13% | Add +14.5% | 135,717 | $44.3M |
| FFT Wealth Management LLC | 3.32% | Add +77.5% | 133,829 | $43.7M |
| Mill Creek Capital Advisors, LLC | 1.00% | Add +0.0% | 126,451 | $41.3M |
| Wind River Trust Co | 15.68% | No change | 124,692 | $40.7M |
| Portfolio Strategies, Inc. | 5.28% | Reduce -1.9% | 119,624 | $39.1M |
| Osaic Holdings, Inc. | 0.08% | Reduce -1.3% | 111,225 | $36.3M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -6.2% | 110,483 | $36.1M |
| Jones Financial Companies LLLP | 0.04% | Add +6.1% | 108,064 | $35.2M |
| Caprock Group, LLC | 1.26% | Add +0.0% | 105,918 | $34.6M |
| Geneos Wealth Management Inc. | 1.31% | Reduce -1.7% | 105,052 | $34.3M |
| Corient Private Wealth LP | 0.05% | Add +22.8% | 258,415 | $34.0M |
| Bank of Montreal | 0.02% | Reduce -14.9% | 101,722 | $33.1M |
| Hantz Financial Services, Inc. | 0.58% | Reduce -3.5% | 100,582 | $32.9M |
| Tanglewood Wealth Management, Inc. | 3.70% | Reduce -1.1% | 98,299 | $32.1M |
| Comerica Bank | 0.13% | Reduce -1.8% | 97,497 | $31.9M |
| NSI Retail Advisors, LLC | 4.54% | No change | 93,400 | $30.5M |
| CSM Advisors, LLC | 1.99% | No change | 93,400 | $30.5M |
| Royal Bank of Canada | 0.01% | Reduce -9.3% | 93,259 | $30.5M |
| Clearstead Advisors, LLC | 0.47% | Reduce -0.7% | 93,203 | $30.5M |
| Waldron Private Wealth LLC | 1.24% | Reduce -4.3% | 91,680 | $30.0M |
| US Bancorp \de | 0.04% | Reduce -1.2% | 90,360 | $29.5M |
| Christopher J. Hasenberg, Inc | 12.17% | Add +10.4% | 90,403 | $29.5M |
| Provenance Wealth Advisors, LLC | 3.63% | Reduce -2.9% | 88,868 | $29.0M |
| Brighton Jones LLC | 1.05% | Reduce -0.2% | 85,766 | $28.0M |
| HB Wealth Management, LLC | 0.30% | Reduce -0.4% | 85,236 | $27.8M |
| Ieq Capital, LLC | 0.34% | Reduce -0.6% | 83,690 | $27.3M |
| Great Diamond Partners, LLC | 6.82% | Reduce -7.8% | 82,166 | $26.8M |
| Mariner, LLC | 0.05% | Add +3.9% | 78,415 | $25.6M |
| Fifth Third Bancorp | 0.09% | Reduce -4.0% | 73,863 | $24.1M |
| Brooklyn FI, LLC | 8.45% | Reduce -0.1% | 73,459 | $24.0M |
| Embree Financial Group | 4.27% | Add +0.3% | 73,443 | $24.0M |
| Trajan Wealth LLC | 1.40% | Add +0.4% | 72,470 | $23.7M |
| Nations Financial Group Inc, /Ia/ | 1.69% | Add +0.8% | 71,228 | $23.3M |
| Stairway Partners, LLC | 1.44% | Reduce -3.5% | 68,638 | $22.4M |
| Savant Capital, LLC | 0.18% | Reduce -4.4% | 67,459 | $22.0M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -0.3% | 66,812 | $21.8M |
| Cetera Investment Advisers | 0.05% | Reduce -3.7% | 64,068 | $20.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -1.0% | 63,755 | $20.8M |
| Johnson Investment Counsel Inc. | 0.20% | Add +0.7% | 62,463 | $20.4M |
| Cerity Partners LLC | 0.04% | Reduce -52.5% | 61,176 | $20.0M |
| Campbell Wealth Management | 1.78% | New | 61,039 | $19.9M |
| Truepoint, Inc. | 0.53% | Reduce -1.5% | 60,739 | $19.8M |
| Brookstone Capital Management | 0.29% | Add +2.7% | 59,937 | $19.6M |
| Compass Financial Group, Inc. | 8.83% | Reduce -0.4% | 58,381 | $19.1M |
| Whittier Trust Co. of Nevada Inc. | 0.48% | Add +61.7% | 56,447 | $18.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.41% | Reduce -2.2% | 54,884 | $17.9M |
| Wealthstream Advisors, Inc. | 3.22% | Reduce -0.7% | 54,252 | $17.7M |
| Diversified Portfolios, Inc. | 1.84% | Reduce -0.1% | 53,989 | $17.6M |
| Epiq Partners, LLC | 10.02% | Add +60.9% | 53,684 | $17.5M |
| FMR LLC | 0.00% | Add +1.6% | 52,583 | $17.2M |
| Avantax Advisory Services, Inc. | 0.11% | Reduce -0.0% | 52,259 | $17.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.0% | 51,680 | $16.9M |
| O'Brien Wealth Partners LLC | 3.30% | Reduce -0.1% | 51,458 | $16.8M |
| CHURCHILL MANAGEMENT Corp | 0.19% | Reduce -1.9% | 50,593 | $16.5M |
| Citizens Financial Group Inc. | 0.33% | Add +6.7% | 49,814 | $16.3M |
| Balentine LLC | 0.63% | No change | 48,692 | $15.9M |
| Wealthspire Advisors, LLC | 0.16% | Add +1.4% | 47,896 | $15.6M |
| Strategic Equity Management | 7.34% | Add +52.6% | 47,378 | $15.5M |
| Kestra Advisory Services, LLC | 0.09% | Add +33.3% | 47,157 | $15.4M |
| United Capital Financial Advisors, LLC | 0.13% | Reduce -3.7% | 46,635 | $15.2M |
| AlTi Global, Inc. | 0.36% | Add +3.0% | 45,769 | $15.0M |
"% of holder's portfolio" is IWV's weight in each manager's 13F, not the share of iShares Russell 3000 ETF the manager owns.