iShares Russell 3000 ETFIWVETF
13F holders, Q1 2025 (March 31)806holders −45
35new positions
67sold out
3famous investors
$317.64avg. 13F price*
At the end of Q1 2025, 806 institutions reported holding iShares Russell 3000 ETF (IWV) in their 13F filings, down 45 from Q4 2024. 35 opened new positions and 67 sold out. The largest holders were SCS Capital Management LLC ($604.4M), Morgan Stanley ($368.7M) and Northern Trust Corp. ($359.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $82.9M |
| Exits | 67 | $195.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,612,043 shares bought and 2,160,900 shares sold, net −548,857 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 806 holders
| SCS Capital Management LLC | 7.69% | Add +9.0% | 1,902,762 | $604.4M |
| Morgan Stanley | 0.03% | Add +2.1% | 1,160,653 | $368.7M |
| Northern Trust Corp. | 0.05% | Reduce -1.9% | 1,132,352 | $359.7M |
| Goldman Sachs Group Inc. | 0.06% | Add +46.1% | 918,200 | $291.7M |
| BlackRock, Inc. | 0.01% | Add +15.7% | 916,759 | $291.2M |
| Bank of America Corp. | 0.02% | Reduce -22.0% | 794,482 | $252.4M |
| UNC Management Company, Inc. | 19.65% | Add +0.3% | 577,129 | $183.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -4.8% | 575,186 | $182.7M |
| Pitcairn Co. | 10.29% | Reduce -2.6% | 536,971 | $170.6M |
| LPL Financial LLC | 0.06% | Add +1.2% | 501,659 | $159.3M |
| UBS Group AG | 0.03% | Reduce -1.1% | 438,331 | $139.2M |
| Ameriprise Financial Inc. | 0.03% | Reduce -13.9% | 388,557 | $123.4M |
| Evensky & Katz LLC | 7.78% | Reduce -3.6% | 365,204 | $116.0M |
| Focus Partners Wealth | 0.29% | Reduce -1.7% | 364,681 | $115.8M |
| PNC Financial Services Group, Inc. | 0.06% | Add +4.3% | 333,439 | $105.9M |
| Bank of New York Mellon Corp | 0.02% | Add +3.3% | 319,067 | $101.3M |
| HighTower Advisors, LLC | 0.13% | Reduce -1.5% | 308,661 | $98.0M |
| Captrust Financial Advisors | 0.24% | Add +26.0% | 299,027 | $95.0M |
| TLWM | 18.76% | Add +0.4% | 295,435 | $93.8M |
| Lido Advisors, LLC | 0.56% | Add +10.2% | 294,156 | $93.4M |
| Wells Fargo & Company | 0.02% | Reduce -12.4% | 271,888 | $86.4M |
| Corient Private Wealth LP | 0.13% | Add +3.8% | 255,410 | $81.1M |
| Sentinel Trust Co. Lba | 9.47% | Reduce -17.6% | 252,872 | $80.3M |
| FMR LLC | 0.00% | Add +240.6% | 222,465 | $70.7M |
| Mercer Global Advisors Inc. | 0.15% | Add +3.9% | 211,735 | $67.3M |
| Blair William & Co. | 0.19% | Reduce -0.1% | 199,363 | $63.3M |
| Family Firm, Inc. | 13.75% | Reduce -1.5% | 193,861 | $61.6M |
| Calamos Wealth Management LLC | 3.05% | Add +13.3% | 189,946 | $60.3M |
| GM Advisory Group, LLC | 3.10% | Reduce -1.5% | 180,763 | $57.4M |
| Bessemer Group Inc. | 0.09% | No change | 165,850 | $52.7M |
| Ballentine Partners, LLC | 0.91% | Reduce -1.7% | 165,631 | $52.6M |
| Commerce Bank | 0.33% | Add +4.2% | 164,884 | $52.4M |
| Bank of Nova Scotia | 0.11% | No change | 159,700 | $50.7M |
| Davis R M Inc. | 1.01% | No change | 159,477 | $50.7M |
| Waverly Advisors, LLC | 0.61% | Add +2.6% | 156,190 | $49.6M |
| Proficio Capital Partners LLC | 3.81% | Reduce -9.6% | 154,679 | $49.3M |
| AlphaCore Capital LLC | 4.18% | Add +11.1% | 154,840 | $49.2M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -24.8% | 148,807 | $47.3M |
| Bricktown Capital, LLC | 8.52% | New | 143,120 | $45.5M |
| Raymond James Financial Inc. | 0.02% | Add +16.6% | 141,848 | $45.1M |
| Stephens Inc. | 0.64% | Reduce -15.4% | 137,881 | $43.8M |
| Franklin Resources Inc. | 0.01% | Add +12.0% | 134,034 | $42.6M |
| Mill Creek Capital Advisors, LLC | 1.00% | Add +1.9% | 130,295 | $41.4M |
| FFT Wealth Management LLC | 8.61% | Reduce -8.9% | 129,579 | $41.2M |
| Wind River Trust Co | 16.99% | No change | 124,692 | $39.6M |
| Strategic Investment Management, LLC | 15.59% | Reduce -8.3% | 122,201 | $38.8M |
| Osaic Holdings, Inc. | 0.09% | Add +4.5% | 120,997 | $38.5M |
| Bank of Montreal | 0.02% | Add +15.6% | 120,882 | $38.4M |
| Commonwealth Equity Services, LLC | 0.05% | Add +8.3% | 119,948 | $38.1M |
| Ieq Capital, LLC | 0.30% | Add +37.6% | 118,995 | $37.8M |
| Cresset Asset Management, LLC | 0.19% | Add +12.8% | 118,703 | $37.7M |
| Caprock Group, LLC | 1.07% | Add +4.6% | 110,516 | $35.1M |
| Tiaa Trust, National Association | 0.10% | Reduce -26.8% | 104,015 | $33.0M |
| Pennington Partners & Co., LLC | 18.61% | Reduce -1.0% | 102,281 | $32.5M |
| Geneos Wealth Management Inc. | 1.07% | Reduce -4.7% | 100,966 | $32.1M |
| Clearstead Advisors, LLC | 0.50% | Add +7.4% | 100,383 | $31.9M |
| Wealthspire Advisors, LLC | 0.18% | Add +99.4% | 95,534 | $30.3M |
| Hantz Financial Services, Inc. | 0.53% | Reduce -4.9% | 94,904 | $30.1M |
| Cetera Investment Advisers | 0.06% | Add +6.9% | 94,570 | $30.0M |
| Waldron Private Wealth LLC | 1.38% | Add +0.6% | 92,084 | $29.2M |
| Comerica Bank | 0.12% | Reduce -4.6% | 91,402 | $29.0M |
| Tanglewood Wealth Management, Inc. | 3.22% | Reduce -8.4% | 90,009 | $28.6M |
| Mariner, LLC | 0.05% | Add +11.3% | 89,310 | $28.4M |
| US Bancorp \de | 0.04% | Reduce -2.0% | 87,750 | $27.9M |
| Provenance Wealth Advisors, LLC | 4.00% | Reduce -0.2% | 87,605 | $27.8M |
| Avantax Advisory Services, Inc. | 0.17% | Add +46.1% | 87,573 | $27.8M |
| Portfolio Strategies, Inc. | 4.30% | Reduce -4.7% | 87,350 | $27.7M |
| Jones Financial Companies LLLP | 0.02% | Reduce -24.5% | 85,094 | $26.9M |
| HB Wealth Management, LLC | 0.22% | Reduce -2.3% | 82,399 | $26.2M |
| Brighton Jones LLC | 0.84% | Reduce -3.9% | 82,135 | $26.1M |
| Royal Bank of Canada | 0.01% | Reduce -33.1% | 79,548 | $25.3M |
| Great Diamond Partners, LLC | 6.73% | Reduce -3.5% | 77,556 | $24.6M |
| Brooklyn FI, LLC | 7.52% | Add +5.0% | 75,995 | $24.3M |
| Fifth Third Bancorp | 0.09% | Reduce -0.3% | 73,346 | $23.3M |
| Embree Financial Group | 3.85% | Reduce -1.3% | 72,416 | $23.0M |
| Trajan Wealth LLC | 1.23% | Add +0.5% | 70,947 | $22.5M |
| Finley Financial, LLC | 12.42% | Reduce -0.2% | 70,724 | $22.3M |
| Nations Financial Group Inc, /Ia/ | 1.65% | Reduce -3.9% | 67,943 | $21.6M |
| Savant Capital, LLC | 0.18% | Add +0.0% | 67,263 | $21.4M |
| Stairway Partners, LLC | 1.27% | Reduce -0.7% | 65,068 | $20.7M |
| Johnson Investment Counsel Inc. | 0.19% | Add +1.2% | 63,421 | $20.1M |
| Citizens Financial Group Inc. | 0.39% | Add +15.1% | 61,517 | $19.5M |
| Truepoint, Inc. | 0.52% | Reduce -0.0% | 59,881 | $19.0M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -0.4% | 59,410 | $18.9M |
| Keybank National Association | 0.08% | Add +105.1% | 59,361 | $18.9M |
| Brookstone Capital Management | 0.26% | Reduce -8.2% | 57,953 | $18.4M |
| Epiq Partners, LLC | 10.12% | Add +7.6% | 57,245 | $18.2M |
| Compass Financial Group, Inc. | 9.33% | Reduce -0.2% | 57,193 | $18.2M |
| Kestra Advisory Services, LLC | 0.09% | Add +0.9% | 56,688 | $18.0M |
| Whittier Trust Co. of Nevada Inc. | 0.45% | Add +0.2% | 56,593 | $18.0M |
| Cerity Partners LLC | 0.04% | Reduce -7.6% | 56,588 | $18.0M |
| Wealthstream Advisors, Inc. | 3.20% | Reduce -0.3% | 53,882 | $17.1M |
| Diversified Portfolios, Inc. | 1.80% | Reduce -0.2% | 53,773 | $17.1M |
| Christopher J. Hasenberg, Inc | 6.99% | Reduce -6.0% | 52,848 | $16.9M |
| Strategic Equity Management | 7.02% | Add +4.6% | 52,582 | $16.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.39% | Reduce -3.9% | 51,475 | $16.4M |
| O'Brien Wealth Partners LLC | 3.02% | Reduce -0.5% | 51,139 | $16.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.0% | 49,957 | $15.9M |
| Balentine LLC | 0.65% | Add +0.3% | 48,965 | $15.6M |
| Brown Advisory Inc. | 0.02% | Add +21.1% | 45,099 | $14.3M |
"% of holder's portfolio" is IWV's weight in each manager's 13F, not the share of iShares Russell 3000 ETF the manager owns.