iShares Russell 3000 ETFIWVETF

13F holders, Q3 2025 (September 30)
825holders +1
40new positions
29sold out
4famous investors
$378.89avg. 13F price*

At the end of Q3 2025, 825 institutions reported holding iShares Russell 3000 ETF (IWV) in their 13F filings, up 1 from Q2 2025. 40 opened new positions and 29 sold out. The largest holders were SCS Capital Management LLC ($707.3M), Goldman Sachs Group Inc. ($546.7M) and BlackRock, Inc. ($524.0M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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

02004006008001,000 Q1 2024: 757Q1 2024Q2 2024: 771Q2 2024Q3 2024: 783Q3 2024Q4 2024: 851Q4 2024Q1 2025: 806Q1 2025Q2 2025: 824Q2 2025Q3 2025: 825Q3 2025Q4 2025: 898Q4 2025Q1 2026: 870Q1 2026Q2 2026: 912Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions40$45.4M
Exits29$19.0M

All 13F filers, Q2 2025 → Q3 2025: 876,665 shares bought and 1,906,190 shares sold, net −1,029,525 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 825 holders

SCS Capital Management LLC 7.71% Reduce -0.5% 1,866,416 $707.3M
Goldman Sachs Group Inc. 0.08% Reduce -11.4% 1,442,724 $546.7M
BlackRock, Inc. 0.01% Add +15.2% 1,382,882 $524.0M
Morgan Stanley 0.03% Add +2.0% 1,310,089 $496.4M
Northern Trust Corp. 0.05% Reduce -3.0% 1,018,981 $386.1M
Bank of America Corp. 0.02% Reduce -6.9% 654,938 $248.2M
UNC Management Company, Inc. 22.39% Reduce -9.2% 525,303 $199.1M
JPMorgan Chase & Co. 0.01% Reduce -3.4% 517,588 $196.1M
LPL Financial LLC 0.06% Add +2.5% 512,894 $194.4M
Ameriprise Financial Inc. 0.03% Reduce -11.3% 399,706 $151.4M
UBS Group AG 0.03% Reduce -6.8% 396,764 $150.3M
FMR LLC 0.01% Add +40.8% 396,207 $150.1M
Bank of New York Mellon Corp 0.02% Reduce -3.7% 349,979 $132.6M
Evensky & Katz LLC 7.68% Reduce -3.2% 349,440 $132.4M
PNC Financial Services Group, Inc. 0.08% Add +0.5% 349,410 $132.4M
Focus Partners Wealth 0.21% Reduce -6.1% 342,759 $129.9M
Pitcairn Co. 10.21% Reduce -5.8% 341,309 $129.3M
HighTower Advisors, LLC 0.14% Add +5.5% 320,850 $121.6M
TLWM 20.12% Add +0.5% 295,342 $111.9M
Lido Advisors, LLC 0.46% Reduce -3.5% 290,399 $110.0M
Mercer Global Advisors Inc. 0.17% Add +16.6% 273,239 $103.5M
Wells Fargo & Company 0.02% Add +0.4% 265,580 $100.6M
Sentinel Trust Co. Lba 9.44% Reduce -1.1% 244,362 $92.6M
Captrust Financial Advisors 0.17% Reduce -0.6% 224,940 $85.2M
Corient Private Wealth LP 0.13% Add +2.3% 222,651 $84.4M
Bricktown Capital, LLC 12.52% Add +12.3% 200,520 $76.0M
Blair William & Co. 0.20% Reduce -1.4% 195,652 $74.1M
GM Advisory Group, LLC 2.91% Add +1.5% 180,383 $68.4M
Commerce Bank 0.38% Add +8.9% 179,034 $67.8M
Calamos Wealth Management LLC 2.47% Add +0.1% 178,120 $67.5M
Ieq Capital, LLC 0.20% Add +14.9% 171,591 $65.0M
Bessemer Group Inc. 0.10% Add +2.1% 169,314 $64.2M
Ballentine Partners, LLC 0.88% Reduce -0.2% 166,606 $63.1M
Cetera Investment Advisers 0.07% Add +67.8% 161,283 $61.1M
Bank of Nova Scotia 0.11% No change 159,700 $60.5M
Davis R M Inc. 1.06% No change 159,610 $60.5M
Proficio Capital Partners LLC 4.00% Add +0.1% 153,477 $58.2M
Waverly Advisors, LLC 0.58% Reduce -1.5% 153,402 $58.1M
Stephens Inc. 0.72% Add +5.6% 148,187 $56.2M
FFT Wealth Management LLC 9.50% Add +0.4% 136,498 $51.7M
Franklin Resources Inc. 0.01% Reduce -0.6% 135,137 $51.2M
Geneos Wealth Management Inc. 1.29% Add +2.9% 134,444 $50.9M
AlphaCore Capital LLC 1.66% Reduce -7.1% 130,180 $49.3M
Mill Creek Capital Advisors, LLC 1.01% Reduce -0.7% 129,348 $49.0M
Raymond James Financial Inc. 0.02% Reduce -15.2% 128,796 $48.8M
Wind River Trust Co 17.38% Reduce -0.5% 124,042 $47.0M
Caprock Group, LLC 1.15% — 126,876 $46.6M
Cresset Asset Management, LLC 0.20% Add +0.1% 118,337 $44.8M
Clearstead Advisors, LLC 0.56% Reduce -2.3% 101,666 $38.5M
Jones Financial Companies LLLP 0.03% Add +4.3% 100,694 $37.9M
Osaic Holdings, Inc. 0.05% Add +2.1% 101,915 $37.8M
Commonwealth Equity Services, LLC 0.05% Reduce -1.6% 99,618 $37.7M
Pennington Partners & Co., LLC 17.52% Reduce -1.2% 97,512 $37.0M
Wealthspire Advisors, LLC 0.19% Add +1.3% 96,742 $36.7M
Mariner, LLC 0.05% Add +1.8% 94,148 $35.7M
Bank of Montreal 0.01% Reduce -12.4% 89,549 $33.9M
Waldron Private Wealth LLC 1.35% Reduce -5.0% 87,925 $33.3M
Envestnet Asset Management Inc. 0.01% Reduce -42.1% 87,280 $33.1M
Hantz Financial Services, Inc. 0.50% Reduce -4.6% 86,708 $32.9M
Comerica Bank 0.12% Reduce -5.0% 86,390 $32.7M
Provenance Wealth Advisors, LLC 4.16% Add +1.1% 84,974 $32.2M
US Bancorp \de 0.04% Reduce -2.1% 84,235 $31.9M
Brighton Jones LLC 0.75% Reduce -1.2% 82,343 $31.2M
AQR Capital Management 0.02% Add +238.5% 81,282 $30.8M
HB Wealth Management, LLC 0.21% Reduce -2.4% 80,503 $30.5M
Great Diamond Partners, LLC 5.63% Reduce -2.1% 76,626 $29.0M
Brooklyn FI, LLC 6.49% Reduce -1.2% 76,349 $28.9M
Tanglewood Wealth Management, Inc. 2.65% Reduce -0.4% 75,182 $28.5M
Portfolio Strategies, Inc. 3.26% Reduce -1.5% 73,975 $28.0M
Tiaa Trust, National Association 0.07% Reduce -1.7% 73,034 $27.7M
Finley Financial, LLC 12.69% Add +2.7% 72,370 $27.4M
Embree Financial Group 3.62% Reduce -0.8% 71,188 $27.0M
Savant Capital, LLC 0.16% Add +1.7% 69,189 $26.2M
Fifth Third Bancorp 0.08% Reduce -4.2% 67,272 $25.5M
Nations Financial Group Inc, /Ia/ 1.56% Reduce -2.9% 65,949 $25.0M
Johnson Investment Counsel Inc. 0.20% Reduce -1.0% 63,175 $23.9M
Strategic Investment Management, LLC 12.81% Reduce -2.6% 62,511 $23.7M
Royal Bank of Canada 0.00% Reduce -27.1% 62,363 $23.6M
Stairway Partners, LLC 1.25% Reduce -1.4% 62,244 $23.6M
Rockefeller Capital Management L.P. 0.05% Add +5.1% 61,451 $23.3M
Trajan Wealth LLC 0.98% Reduce -4.3% 59,887 $22.7M
Epiq Partners, LLC 11.04% Add +1.0% 59,777 $22.7M
Truepoint, Inc. 0.52% Reduce -0.5% 59,549 $22.6M
Concurrent Investment Advisors, LLC 0.38% Reduce -7.9% 58,003 $22.0M
Diversified Portfolios, Inc. 1.93% Reduce -0.2% 57,697 $21.9M
Citizens Financial Group Inc. 0.30% Reduce -0.9% 57,177 $21.7M
Whittier Trust Co. of Nevada Inc. 0.45% Reduce -0.7% 55,207 $21.0M
Brookstone Capital Management 0.25% Add +4.0% 55,288 $21.0M
Strategic Equity Management 7.74% Reduce -0.0% 55,142 $20.9M
Wealthstream Advisors, Inc. 3.09% No change 53,882 $20.4M
Compass Financial Group, Inc. 8.87% Reduce -8.6% 52,138 $19.8M
O'Brien Wealth Partners LLC 2.59% Reduce -0.9% 50,371 $19.1M
Forvis Mazars Wealth Advisors, LLC 0.38% Reduce -1.6% 50,162 $19.0M
Moss Adams Wealth Advisors LLC 1.46% Reduce -3.4% 49,470 $18.7M
Balentine LLC 0.69% Add +0.3% 49,216 $18.6M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -0.8% 48,559 $18.4M
KDK Private Wealth Management, LLC 17.15% Add +0.1% 44,655 $16.9M
Citigroup Inc. 0.01% Add +1.4% 43,909 $16.6M
Fund Evaluation Group, LLC 0.60% Add +0.1% 43,529 $16.5M
Crestwood Advisors Group, LLC 0.28% Add +0.1% 43,472 $16.5M

"% of holder's portfolio" is IWV's weight in each manager's 13F, not the share of iShares Russell 3000 ETF the manager owns.

Show all 825 holders