iShares Russell 3000 ETFIWVETF
13F holders, Q4 2025 (December 31)898holders +73
72new positions
34sold out
4famous investors
$384.37avg. 13F price*
At the end of Q4 2025, 898 institutions reported holding iShares Russell 3000 ETF (IWV) in their 13F filings, up 73 from Q3 2025. 72 opened new positions and 34 sold out. The largest holders were SCS Capital Management LLC ($725.3M), Rhumbline Advisers ($608.2M) and Goldman Sachs Group Inc. ($591.6M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $127.6M |
| Exits | 34 | $78.8M |
All 13F filers, Q3 2025 → Q4 2025: 3,314,938 shares bought and 811,947 shares sold, net +2,502,991 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 898 holders
| SCS Capital Management LLC | 7.68% | Add +0.5% | 1,874,800 | $725.3M |
| Rhumbline Advisers | 0.49% | Add +3812.5% | 1,572,121 | $608.2M |
| Goldman Sachs Group Inc. | 0.08% | Add +6.0% | 1,529,174 | $591.6M |
| BlackRock, Inc. | 0.01% | Add +4.9% | 1,450,129 | $561.0M |
| Morgan Stanley | 0.03% | Reduce -1.9% | 1,284,822 | $497.0M |
| Northern Trust Corp. | 0.05% | Add +0.1% | 1,019,733 | $394.5M |
| Bank of America Corp. | 0.02% | Add +26.6% | 829,251 | $320.8M |
| UNC Management Company, Inc. | 18.44% | Add +0.3% | 526,768 | $203.8M |
| Pitcairn Wealth Advisors LLC | 17.81% | — | 511,769 | $198.0M |
| LPL Financial LLC | 0.05% | Reduce -2.5% | 500,222 | $193.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -8.4% | 474,049 | $183.4M |
| Ameriprise Financial Inc. | 0.04% | Add +6.0% | 423,533 | $163.8M |
| FMR LLC | 0.01% | Reduce -0.5% | 394,291 | $152.5M |
| UBS Group AG | 0.03% | Reduce -3.7% | 382,081 | $147.8M |
| Focus Partners Wealth | 0.16% | Add +6.3% | 364,394 | $141.0M |
| Bank of New York Mellon Corp | 0.02% | Add +0.3% | 351,056 | $135.8M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -1.0% | 346,062 | $133.9M |
| Evensky & Katz LLC | 7.55% | Reduce -1.0% | 345,905 | $133.8M |
| HighTower Advisors, LLC | 0.13% | Reduce -2.6% | 312,640 | $120.9M |
| Wells Fargo & Company | 0.02% | Add +11.2% | 295,437 | $114.3M |
| TLWM | 19.91% | Reduce -4.8% | 281,190 | $108.8M |
| Lido Advisors, LLC | 0.42% | Reduce -5.0% | 275,736 | $106.4M |
| Mercer Global Advisors Inc. | 0.16% | Reduce -0.3% | 272,375 | $105.4M |
| American Family Investments, Inc. | 3.78% | Add +687.5% | 271,840 | $105.2M |
| Captrust Financial Advisors | 0.18% | Add +11.6% | 250,978 | $97.1M |
| Sentinel Trust Co. Lba | 9.30% | Reduce -0.1% | 244,041 | $94.4M |
| Corient Private Wealth LP | 0.12% | Add +0.7% | 224,117 | $85.6M |
| Bricktown Capital, LLC | 13.12% | Add +0.5% | 201,495 | $77.9M |
| Blair William & Co. | 0.21% | Add +1.5% | 198,671 | $76.9M |
| GM Advisory Group, LLC | 2.69% | Reduce -1.7% | 177,357 | $68.6M |
| Ieq Capital, LLC | 0.20% | Add +1.8% | 174,731 | $67.6M |
| Beacon Pointe Advisors, LLC | 0.47% | Add +1265.2% | 174,191 | $67.4M |
| Brown Advisory Inc. | 0.09% | Add +345.6% | 159,824 | $61.8M |
| Bank of Nova Scotia | 0.09% | No change | 159,700 | $61.8M |
| Davis R M Inc. | 1.06% | Add +0.0% | 159,675 | $61.8M |
| Calamos Wealth Management LLC | 2.13% | Reduce -11.6% | 157,379 | $60.9M |
| Stephens Inc. | 0.76% | Add +6.0% | 157,056 | $60.8M |
| Geneos Wealth Management Inc. | 1.48% | Add +16.7% | 156,881 | $60.7M |
| Cetera Investment Advisers | 0.07% | Reduce -4.5% | 153,986 | $59.6M |
| Proficio Capital Partners LLC | 4.17% | No change | 153,477 | $59.4M |
| Waverly Advisors, LLC | 0.48% | Reduce -0.8% | 152,147 | $58.9M |
| Commerce Bank | 0.31% | Reduce -19.1% | 144,869 | $56.0M |
| Bessemer Group Inc. | 0.09% | Reduce -14.5% | 144,712 | $56.0M |
| Raymond James Financial Inc. | 0.02% | Add +9.2% | 140,613 | $54.4M |
| FFT Wealth Management LLC | 10.07% | Add +0.1% | 136,681 | $52.9M |
| Franklin Resources Inc. | 0.01% | Reduce -0.1% | 135,038 | $52.2M |
| Ballentine Partners, LLC | 0.72% | Reduce -20.9% | 131,695 | $50.9M |
| Mill Creek Capital Advisors, LLC | 1.01% | Reduce -0.5% | 128,714 | $49.8M |
| Caprock Group, LLC | 1.02% | Reduce -1.3% | 125,252 | $48.5M |
| Wind River Trust Co | 17.92% | No change | 124,042 | $48.0M |
| Royal Bank of Canada | 0.01% | Add +89.8% | 118,398 | $45.8M |
| Cresset Asset Management, LLC | 0.19% | Reduce -0.6% | 117,601 | $45.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +29.9% | 113,347 | $43.8M |
| AlphaCore Capital LLC | 0.96% | Reduce -15.2% | 110,352 | $42.7M |
| AQR Capital Management | 0.02% | Add +27.5% | 103,654 | $40.1M |
| Jones Financial Companies LLLP | 0.02% | Add +2.8% | 103,513 | $40.0M |
| Clearstead Advisors, LLC | 0.50% | Add +0.3% | 101,977 | $39.4M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -0.6% | 99,019 | $38.3M |
| Osaic Holdings, Inc. | 0.06% | Reduce -3.2% | 98,676 | $38.2M |
| Mariner, LLC | 0.05% | Add +4.6% | 98,467 | $38.1M |
| Pennington Partners & Co., LLC | 15.14% | Add +0.2% | 97,673 | $37.8M |
| Concurrent Investment Advisors, LLC | 0.42% | Add +63.5% | 94,846 | $36.7M |
| Bank of Montreal | 0.01% | Reduce -1.1% | 88,516 | $34.2M |
| Comerica Bank | 0.13% | Reduce -0.1% | 86,282 | $33.4M |
| Provenance Wealth Advisors, LLC | 3.55% | Reduce -2.7% | 82,693 | $32.0M |
| Waldron Private Wealth LLC | 1.26% | Reduce -6.3% | 82,402 | $31.9M |
| Hantz Financial Services, Inc. | 0.47% | Reduce -5.0% | 82,385 | $31.9M |
| HB Wealth Management, LLC | 0.20% | Reduce -0.7% | 79,930 | $30.9M |
| US Bancorp \de | 0.04% | Reduce -5.5% | 79,633 | $30.8M |
| Rockefeller Capital Management L.P. | 0.05% | Add +25.0% | 76,804 | $29.7M |
| Tanglewood Wealth Management, Inc. | 2.65% | Reduce -0.6% | 74,744 | $28.9M |
| Great Diamond Partners, LLC | 5.51% | Reduce -3.4% | 74,019 | $28.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.58% | New | 71,885 | $27.8M |
| Finley Financial, LLC | 12.73% | Reduce -0.7% | 71,838 | $27.8M |
| First Trust Advisors LP | 0.02% | New | 71,474 | $27.6M |
| Portfolio Strategies, Inc. | 3.18% | Reduce -3.9% | 71,095 | $27.5M |
| Tiaa Trust, National Association | 0.06% | Reduce -4.3% | 69,869 | $27.0M |
| Savant Capital, LLC | 0.15% | Reduce -1.3% | 68,299 | $26.4M |
| Brooklyn FI, LLC | 5.62% | Reduce -11.0% | 67,934 | $26.3M |
| Nations Financial Group Inc, /Ia/ | 1.37% | Add +2.0% | 67,262 | $26.0M |
| Fifth Third Bancorp | 0.08% | Reduce -0.3% | 67,068 | $25.9M |
| Epiq Partners, LLC | 11.68% | Add +5.2% | 62,864 | $24.3M |
| Stairway Partners, LLC | 1.17% | Reduce -5.9% | 58,578 | $22.7M |
| Truepoint, Inc. | 0.51% | Reduce -1.7% | 58,557 | $22.7M |
| Trajan Wealth LLC | 0.94% | Reduce -3.0% | 58,111 | $22.5M |
| Johnson Investment Counsel Inc. | 0.18% | Reduce -8.3% | 57,938 | $22.4M |
| Diversified Portfolios, Inc. | 1.82% | Reduce -2.1% | 56,470 | $21.8M |
| Citizens Financial Group Inc. | 0.29% | Reduce -1.5% | 56,340 | $21.8M |
| Strategic Equity Management | 7.35% | Add +1.6% | 56,009 | $21.7M |
| Greenspring Advisors, LLC | 1.29% | New | 54,247 | $21.0M |
| Compass Financial Group, Inc. | 8.81% | Reduce -1.1% | 51,590 | $20.0M |
| Truist Financial Corp. | 0.03% | Add +36.4% | 51,268 | $19.8M |
| O'Brien Wealth Partners LLC | 2.58% | Add +0.0% | 50,376 | $19.5M |
| Whittier Trust Co. of Nevada Inc. | 0.40% | Reduce -10.9% | 49,207 | $19.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.36% | Reduce -0.7% | 49,795 | $19.3M |
| Moss Adams Wealth Advisors LLC | 1.37% | Reduce -1.0% | 48,986 | $19.0M |
| Wealthspire Advisors, LLC | 0.15% | Reduce -49.5% | 48,874 | $18.9M |
| Brookstone Capital Management | 0.21% | Reduce -13.3% | 47,919 | $18.5M |
| Strategic Investment Management, LLC | 9.38% | Reduce -23.5% | 47,841 | $18.5M |
| Balentine LLC | 0.69% | Reduce -4.9% | 46,785 | $18.1M |
"% of holder's portfolio" is IWV's weight in each manager's 13F, not the share of iShares Russell 3000 ETF the manager owns.