iShares Russell 3000 ETFIWVETF
13F holders, Q2 2025 (June 30)824holders +18
53new positions
37sold out
4famous investors
$336.23avg. 13F price*
At the end of Q2 2025, 824 institutions reported holding iShares Russell 3000 ETF (IWV) in their 13F filings, up 18 from Q1 2025. 53 opened new positions and 37 sold out. The largest holders were SCS Capital Management LLC ($658.3M), Goldman Sachs Group Inc. ($571.5M) and Morgan Stanley ($451.0M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares Russell 3000 ETF
- CUSIP
- 464287689
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $57.5M |
| Exits | 37 | $22.0M |
All 13F filers, Q1 2025 → Q2 2025: 2,947,007 shares bought and 1,184,259 shares sold, net +1,762,748 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 824 holders
| SCS Capital Management LLC | 7.30% | Reduce -1.4% | 1,875,573 | $658.3M |
| Goldman Sachs Group Inc. | 0.09% | Add +77.3% | 1,628,319 | $571.5M |
| Morgan Stanley | 0.03% | Add +10.7% | 1,284,865 | $451.0M |
| BlackRock, Inc. | 0.01% | Add +31.0% | 1,200,738 | $421.5M |
| Northern Trust Corp. | 0.05% | Reduce -7.2% | 1,050,921 | $368.9M |
| Bank of America Corp. | 0.02% | Reduce -11.5% | 703,270 | $246.8M |
| UNC Management Company, Inc. | 23.27% | Add +0.3% | 578,635 | $203.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -6.8% | 535,959 | $188.1M |
| LPL Financial LLC | 0.06% | Reduce -0.2% | 500,570 | $175.7M |
| Ameriprise Financial Inc. | 0.04% | Add +15.9% | 450,539 | $158.2M |
| UBS Group AG | 0.03% | Reduce -2.9% | 425,778 | $149.4M |
| Focus Partners Wealth | 0.28% | Add +0.1% | 365,099 | $128.1M |
| Bank of New York Mellon Corp | 0.02% | Add +13.9% | 363,288 | $127.5M |
| Pitcairn Co. | 8.33% | Reduce -32.6% | 362,143 | $127.1M |
| Evensky & Katz LLC | 7.73% | Reduce -1.2% | 360,844 | $126.7M |
| PNC Financial Services Group, Inc. | 0.08% | Add +4.3% | 347,716 | $122.0M |
| HighTower Advisors, LLC | 0.13% | Reduce -1.5% | 304,109 | $106.7M |
| Lido Advisors, LLC | 0.56% | Add +2.3% | 300,769 | $105.6M |
| TLWM | 19.61% | Reduce -0.5% | 294,017 | $103.2M |
| FMR LLC | 0.01% | Add +26.5% | 281,451 | $98.8M |
| Wells Fargo & Company | 0.02% | Reduce -2.7% | 264,558 | $92.9M |
| Sentinel Trust Co. Lba | 9.42% | Reduce -2.3% | 247,157 | $86.8M |
| Mercer Global Advisors Inc. | 0.18% | Add +10.7% | 234,376 | $82.3M |
| Captrust Financial Advisors | 0.18% | Reduce -24.3% | 226,273 | $79.4M |
| Blair William & Co. | 0.19% | Reduce -0.5% | 198,408 | $69.6M |
| Family Firm, Inc. | 15.60% | Reduce -4.9% | 184,423 | $64.7M |
| Bricktown Capital, LLC | 11.35% | Add +24.7% | 178,520 | $62.7M |
| Calamos Wealth Management LLC | 2.68% | Reduce -6.3% | 177,993 | $62.5M |
| GM Advisory Group, LLC | 3.08% | Reduce -1.7% | 177,728 | $62.4M |
| Ballentine Partners, LLC | 0.88% | Add +0.8% | 166,886 | $58.6M |
| Bessemer Group Inc. | 0.09% | Reduce -0.0% | 165,833 | $58.2M |
| Commerce Bank | 0.34% | Reduce -0.3% | 164,459 | $57.7M |
| Bank of Nova Scotia | 0.12% | No change | 159,700 | $56.1M |
| Davis R M Inc. | 1.04% | Add +0.1% | 159,610 | $56.0M |
| Waverly Advisors, LLC | 0.60% | Reduce -0.3% | 155,754 | $54.7M |
| Proficio Capital Partners LLC | 3.35% | Reduce -0.8% | 153,369 | $53.8M |
| Raymond James Financial Inc. | 0.02% | Add +7.1% | 151,857 | $53.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +1.3% | 150,681 | $52.9M |
| Ieq Capital, LLC | 0.32% | Add +25.5% | 149,329 | $52.4M |
| Stephens Inc. | 0.68% | Add +1.8% | 140,371 | $49.3M |
| AlphaCore Capital LLC | 1.87% | Reduce -9.5% | 140,119 | $49.2M |
| FFT Wealth Management LLC | 9.60% | Add +5.0% | 136,011 | $48.8M |
| Franklin Resources Inc. | 0.01% | Add +1.4% | 135,897 | $47.7M |
| Geneos Wealth Management Inc. | 1.12% | Add +29.4% | 130,645 | $45.9M |
| Mill Creek Capital Advisors, LLC | 1.01% | Add +0.0% | 130,302 | $45.7M |
| Wind River Trust Co | 17.55% | No change | 124,692 | $43.8M |
| Cresset Asset Management, LLC | 0.21% | Reduce -0.4% | 118,230 | $41.5M |
| Clearstead Advisors, LLC | 0.51% | Add +3.7% | 104,078 | $36.5M |
| Bank of Montreal | 0.02% | Reduce -15.4% | 102,252 | $35.9M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -15.6% | 101,282 | $35.5M |
| Osaic Holdings, Inc. | 0.06% | Reduce -17.5% | 99,819 | $35.0M |
| Pennington Partners & Co., LLC | 18.58% | Reduce -3.5% | 98,726 | $34.7M |
| Cetera Investment Advisers | 0.06% | Add +1.6% | 96,098 | $33.7M |
| Jones Financial Companies LLLP | 0.03% | Add +13.5% | 96,571 | $33.7M |
| Wealthspire Advisors, LLC | 0.19% | Reduce -0.0% | 95,528 | $33.5M |
| Waldron Private Wealth LLC | 1.42% | Add +0.5% | 92,577 | $32.5M |
| Mariner, LLC | 0.05% | Add +3.5% | 92,462 | $32.5M |
| Comerica Bank | 0.12% | Reduce -0.5% | 90,958 | $31.9M |
| Hantz Financial Services, Inc. | 0.52% | Reduce -4.2% | 90,886 | $31.9M |
| Avantax Advisory Services, Inc. | 0.17% | Reduce -0.2% | 87,409 | $30.7M |
| US Bancorp \de | 0.04% | Reduce -2.0% | 86,029 | $30.2M |
| Royal Bank of Canada | 0.01% | Add +7.5% | 85,524 | $30.0M |
| Provenance Wealth Advisors, LLC | 4.24% | Reduce -4.1% | 84,043 | $29.5M |
| Brighton Jones LLC | 0.79% | Add +1.5% | 83,353 | $29.3M |
| HB Wealth Management, LLC | 0.23% | Add +0.1% | 82,501 | $29.0M |
| Corient Private Wealth LP | 0.04% | Reduce -14.8% | 217,593 | $28.9M |
| Great Diamond Partners, LLC | 5.80% | Add +0.9% | 78,284 | $27.5M |
| Brooklyn FI, LLC | 6.95% | Add +1.7% | 77,290 | $27.1M |
| Tanglewood Wealth Management, Inc. | 2.61% | Reduce -16.2% | 75,462 | $26.5M |
| Portfolio Strategies, Inc. | 3.43% | Reduce -14.1% | 75,077 | $26.3M |
| Tiaa Trust, National Association | 0.07% | Reduce -28.5% | 74,331 | $26.1M |
| Embree Financial Group | 3.79% | Reduce -0.9% | 71,754 | $25.2M |
| Finley Financial, LLC | 12.43% | Reduce -0.4% | 70,441 | $24.7M |
| Fifth Third Bancorp | 0.09% | Reduce -4.3% | 70,182 | $24.6M |
| Savant Capital, LLC | 0.17% | Add +1.1% | 68,030 | $23.9M |
| Nations Financial Group Inc, /Ia/ | 1.64% | Reduce -0.1% | 67,893 | $23.8M |
| Strategic Investment Management, LLC | 12.07% | Reduce -47.5% | 64,191 | $22.5M |
| Johnson Investment Counsel Inc. | 0.20% | Add +0.6% | 63,818 | $22.4M |
| Stairway Partners, LLC | 1.26% | Reduce -3.0% | 63,144 | $22.2M |
| Concurrent Investment Advisors, LLC | 0.43% | Add +6079.4% | 62,968 | $22.1M |
| Trajan Wealth LLC | 1.07% | Reduce -11.8% | 62,600 | $22.0M |
| Truepoint, Inc. | 0.52% | Reduce -0.0% | 59,860 | $21.0M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -1.6% | 58,457 | $20.9M |
| Epiq Partners, LLC | 11.05% | Add +3.4% | 59,192 | $20.8M |
| Diversified Portfolios, Inc. | 1.94% | Add +7.5% | 57,830 | $20.3M |
| Citizens Financial Group Inc. | 0.33% | Reduce -6.2% | 57,725 | $20.3M |
| Compass Financial Group, Inc. | 10.04% | Reduce -0.3% | 57,044 | $20.0M |
| Whittier Trust Co. of Nevada Inc. | 0.44% | Reduce -1.8% | 55,591 | $19.5M |
| Strategic Equity Management | 7.12% | Add +4.9% | 55,165 | $19.4M |
| Wealthstream Advisors, Inc. | 3.14% | No change | 53,882 | $18.9M |
| Brookstone Capital Management | 0.24% | Reduce -8.3% | 53,155 | $18.7M |
| Cerity Partners LLC | 0.03% | Reduce -8.7% | 51,683 | $18.1M |
| Moss Adams Wealth Advisors LLC | 1.63% | Add +26.7% | 51,225 | $18.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.39% | Reduce -1.0% | 50,951 | $17.9M |
| O'Brien Wealth Partners LLC | 2.80% | Reduce -0.6% | 50,846 | $17.8M |
| First Horizon Advisors, Inc. | 0.45% | Add +12.2% | 49,127 | $17.2M |
| Balentine LLC | 0.67% | Add +0.3% | 49,094 | $17.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.0% | 48,959 | $17.2M |
| KDK Private Wealth Management, LLC | 16.74% | Add +0.1% | 44,596 | $15.7M |
| United Capital Financial Advisors, LLC | 0.12% | Reduce -1.7% | 43,799 | $15.4M |
"% of holder's portfolio" is IWV's weight in each manager's 13F, not the share of iShares Russell 3000 ETF the manager owns.