iShares Russell 3000 ETFIWVETF
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $45.4M |
| Exits | 29 | $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.