iShares Russell 3000 ETFIWVETF
13F holders, Q4 2024 (December 31)851holders +68
52new positions
17sold out
3famous investors
$333.56avg. 13F price*
At the end of Q4 2024, 851 institutions reported holding iShares Russell 3000 ETF (IWV) in their 13F filings, up 68 from Q3 2024. 52 opened new positions and 17 sold out. The largest holders were SCS Capital Management LLC ($583.4M), Northern Trust Corp. ($385.7M) and Morgan Stanley ($379.9M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $97.3M |
| Exits | 17 | $13.5M |
All 13F filers, Q3 2024 → Q4 2024: 2,343,228 shares bought and 1,404,922 shares sold, net +938,306 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 851 holders
| SCS Capital Management LLC | 12.03% | Reduce -10.4% | 1,745,318 | $583.4M |
| Northern Trust Corp. | 0.05% | Add +7.7% | 1,153,860 | $385.7M |
| Morgan Stanley | 0.03% | Add +6.1% | 1,136,503 | $379.9M |
| Bank of America Corp. | 0.03% | Add +7.9% | 1,018,709 | $340.5M |
| BlackRock, Inc. | 0.01% | Add +6.5% | 792,159 | $264.8M |
| Goldman Sachs Group Inc. | 0.04% | Add +3.8% | 628,621 | $210.1M |
| JPMorgan Chase & Co. | 0.02% | Add +33.7% | 603,980 | $201.9M |
| UNC Management Company, Inc. | 19.33% | Add +0.3% | 575,639 | $192.4M |
| Pitcairn Co. | 10.89% | Reduce -1.3% | 551,589 | $184.4M |
| LPL Financial LLC | 0.07% | Add +5.6% | 495,529 | $165.6M |
| Ameriprise Financial Inc. | 0.04% | Add +0.8% | 451,546 | $150.7M |
| UBS Group AG | 0.03% | Add +3.0% | 443,102 | $148.1M |
| BNP Paribas Financial Markets | 0.10% | Add +77183.5% | 393,373 | $131.5M |
| Evensky & Katz LLC | 8.28% | Reduce -2.9% | 378,769 | $126.6M |
| Focus Partners Wealth | 0.32% | Reduce -0.7% | 371,027 | $124.0M |
| PNC Financial Services Group, Inc. | 0.07% | Add +3.4% | 319,682 | $106.9M |
| HighTower Advisors, LLC | 0.14% | Add +0.9% | 313,229 | $104.7M |
| Wells Fargo & Company | 0.03% | Add +32.3% | 310,272 | $103.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -4.2% | 308,796 | $103.2M |
| Sentinel Trust Co. Lba | 11.78% | Reduce -5.8% | 307,026 | $102.6M |
| TLWM | 19.36% | Add +0.6% | 294,384 | $98.4M |
| Lido Advisors, LLC | 0.56% | Add +691.5% | 266,950 | $89.2M |
| Corient Private Wealth LP | 0.14% | Reduce -4.8% | 246,035 | $81.5M |
| Captrust Financial Advisors | 0.23% | Reduce -2.9% | 237,306 | $79.3M |
| Mercer Global Advisors Inc. | 0.17% | Add +26.8% | 203,726 | $68.1M |
| Blair William & Co. | 0.19% | Reduce -4.5% | 199,544 | $66.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +26.3% | 197,903 | $66.1M |
| Family Firm, Inc. | 14.63% | Reduce -78.1% | 196,757 | $65.8M |
| CSM Advisors, LLC | 2.92% | Add +100.0% | 186,800 | $62.4M |
| GM Advisory Group, LLC | 3.40% | Add +0.7% | 183,594 | $61.4M |
| Proficio Capital Partners LLC | 4.64% | Reduce -2.6% | 171,140 | $57.2M |
| Ballentine Partners, LLC | 0.96% | Add +0.0% | 168,440 | $56.3M |
| Calamos Wealth Management LLC | 2.84% | Add +4.0% | 167,695 | $56.1M |
| Bessemer Group Inc. | 0.09% | Reduce -4.2% | 165,850 | $55.4M |
| Stephens Inc. | 0.76% | Add +2.4% | 163,042 | $54.5M |
| Bank of Nova Scotia | 0.09% | No change | 159,700 | $53.4M |
| Davis R M Inc. | 1.04% | No change | 159,477 | $53.3M |
| Commerce Bank | 0.33% | Reduce -2.0% | 158,258 | $52.9M |
| Waverly Advisors, LLC | 0.79% | Add +6.8% | 152,237 | $50.9M |
| FFT Wealth Management LLC | 3.58% | Add +6.3% | 142,311 | $47.6M |
| Tiaa Trust, National Association | 0.14% | Add +4.6% | 141,992 | $47.5M |
| AlphaCore Capital LLC | 10.09% | Reduce -13.8% | 139,422 | $46.6M |
| Strategic Investment Management, LLC | 15.36% | Add +706.7% | 133,261 | $44.5M |
| Mill Creek Capital Advisors, LLC | 1.03% | Add +1.2% | 127,931 | $42.8M |
| Wind River Trust Co | 16.39% | No change | 124,692 | $41.7M |
| Raymond James Financial Inc. | 0.01% | — | 121,668 | $40.7M |
| Franklin Resources Inc. | 0.01% | Reduce -10.8% | 119,627 | $40.0M |
| Royal Bank of Canada | 0.01% | Add +27.4% | 118,845 | $39.7M |
| Osaic Holdings, Inc. | 0.09% | Add +4.1% | 115,796 | $38.7M |
| Jones Financial Companies LLLP | 0.04% | Add +4.3% | 112,763 | $37.7M |
| Commonwealth Equity Services, LLC | 0.05% | Add +0.2% | 110,749 | $37.0M |
| Geneos Wealth Management Inc. | 1.24% | Add +0.9% | 105,967 | $35.4M |
| Caprock Group, LLC | 1.15% | Reduce -0.2% | 105,698 | $35.3M |
| Cresset Asset Management, LLC | 0.17% | Reduce -28.8% | 105,201 | $35.2M |
| Bank of Montreal | 0.02% | Add +2.8% | 104,574 | $35.0M |
| Pennington Partners & Co., LLC | 17.11% | — | 103,270 | $34.5M |
| Hantz Financial Services, Inc. | 0.58% | Reduce -0.7% | 99,836 | $33.4M |
| Tanglewood Wealth Management, Inc. | 3.78% | Reduce -0.1% | 98,253 | $32.8M |
| Comerica Bank | 0.13% | Reduce -1.7% | 95,836 | $32.0M |
| Clearstead Advisors, LLC | 0.48% | Add +0.3% | 93,505 | $31.3M |
| NSI Retail Advisors, LLC | 4.96% | No change | 93,400 | $31.2M |
| Portfolio Strategies, Inc. | 4.35% | Reduce -23.4% | 91,651 | $30.6M |
| Waldron Private Wealth LLC | 1.23% | Reduce -0.2% | 91,536 | $30.6M |
| US Bancorp \de | 0.04% | Reduce -0.9% | 89,509 | $29.9M |
| Cetera Investment Advisers | 0.06% | Add +38.1% | 88,452 | $29.6M |
| Provenance Wealth Advisors, LLC | 3.79% | Reduce -1.2% | 87,817 | $29.4M |
| Ieq Capital, LLC | 0.28% | Add +3.4% | 86,504 | $28.9M |
| Brighton Jones LLC | 0.83% | Reduce -0.4% | 85,443 | $28.6M |
| HB Wealth Management, LLC | 0.29% | Reduce -1.1% | 84,327 | $28.2M |
| Independent Advisor Alliance | 0.36% | New | 81,612 | $27.3M |
| Great Diamond Partners, LLC | 6.95% | Reduce -2.1% | 80,408 | $26.9M |
| Mariner, LLC | 0.04% | Add +2.3% | 80,220 | $26.8M |
| Fifth Third Bancorp | 0.09% | Reduce -0.3% | 73,601 | $24.6M |
| Embree Financial Group | 4.19% | Reduce -0.1% | 73,335 | $24.5M |
| Brooklyn FI, LLC | 8.05% | Reduce -1.4% | 72,405 | $24.2M |
| Finley Financial, LLC | 12.50% | — | 70,872 | $24.0M |
| Nations Financial Group Inc, /Ia/ | 1.73% | Reduce -0.8% | 70,664 | $23.6M |
| Trajan Wealth LLC | 1.31% | Reduce -2.6% | 70,598 | $23.6M |
| Savant Capital, LLC | 0.18% | Reduce -0.3% | 67,255 | $22.5M |
| Stairway Partners, LLC | 1.38% | Reduce -4.6% | 65,508 | $21.9M |
| FMR LLC | 0.00% | Add +24.2% | 65,322 | $21.8M |
| Brookstone Capital Management | 0.31% | Add +5.3% | 63,103 | $21.1M |
| Johnson Investment Counsel Inc. | 0.20% | Add +0.3% | 62,680 | $21.0M |
| Campbell Wealth Management | 1.87% | Add +1.9% | 62,225 | $20.8M |
| Cerity Partners LLC | 0.04% | Add +0.1% | 61,240 | $20.5M |
| Avantax Advisory Services, Inc. | 0.13% | Add +14.7% | 59,950 | $20.0M |
| Truepoint, Inc. | 0.54% | Reduce -1.4% | 59,896 | $20.0M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -10.7% | 59,646 | $19.9M |
| Rhumbline Advisers | 0.02% | Add +233.4% | 59,165 | $19.8M |
| First Horizon Advisors, Inc. | 0.55% | Add +39.4% | 58,416 | $19.5M |
| Compass Financial Group, Inc. | 9.16% | Reduce -1.9% | 57,284 | $19.1M |
| Whittier Trust Co. of Nevada Inc. | 0.46% | Add +0.1% | 56,490 | $18.9M |
| Christopher J. Hasenberg, Inc | 7.57% | Reduce -37.8% | 56,195 | $18.8M |
| Kestra Advisory Services, LLC | 0.10% | Add +19.1% | 56,176 | $18.8M |
| UMB Bank, n.a. | 0.29% | Add +48.6% | 54,219 | $18.1M |
| Wealthstream Advisors, Inc. | 3.33% | Reduce -0.4% | 54,015 | $18.1M |
| Diversified Portfolios, Inc. | 1.96% | Reduce -0.2% | 53,859 | $18.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.41% | Reduce -2.4% | 53,576 | $17.9M |
| Citizens Financial Group Inc. | 0.35% | Add +7.3% | 53,436 | $17.9M |
| Epiq Partners, LLC | 10.03% | Reduce -0.9% | 53,190 | $17.8M |
"% of holder's portfolio" is IWV's weight in each manager's 13F, not the share of iShares Russell 3000 ETF the manager owns.