iShares Russell 3000 ETFIWVETF
13F holders, Q1 2026 (March 31)870holders −28
36new positions
56sold out
4famous investors
$358.19avg. 13F price*
At the end of Q1 2026, 870 institutions reported holding iShares Russell 3000 ETF (IWV) in their 13F filings, down 28 from Q4 2025. 36 opened new positions and 56 sold out. The largest holders were SCS Capital Management LLC ($691.6M), BlackRock, Inc. ($667.2M) and Goldman Sachs Group Inc. ($630.8M). 4 famous investors held it, including Joel Greenblatt (0.3% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Russell 3000 ETF
- CUSIP
- 464287689
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $209.1M |
| Exits | 56 | $71.9M |
All 13F filers, Q4 2025 → Q1 2026: 3,344,319 shares bought and 3,013,068 shares sold, net +331,251 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 870 holders
| SCS Capital Management LLC | 7.33% | Reduce -0.5% | 1,865,658 | $691.6M |
| BlackRock, Inc. | 0.01% | Add +24.1% | 1,799,933 | $667.2M |
| Goldman Sachs Group Inc. | 0.08% | Add +11.3% | 1,701,803 | $630.8M |
| Morgan Stanley | 0.03% | Add +2.6% | 1,317,743 | $488.5M |
| Northern Trust Corp. | 0.05% | Reduce -2.0% | 998,905 | $370.3M |
| Bank of America Corp. | 0.03% | Add +11.4% | 923,534 | $342.3M |
| American Family Investments, Inc. | 8.22% | Add +210.4% | 843,738 | $312.8M |
| Pitcairn Wealth Advisors LLC | 18.07% | Reduce -0.8% | 507,490 | $196.3M |
| UNC Management Company, Inc. | 11.94% | Add +0.2% | 527,834 | $195.7M |
| JPMorgan Chase & Co. | 0.01% | Add +0.3% | 475,713 | $171.2M |
| LPL Financial LLC | 0.05% | Reduce -8.6% | 457,350 | $169.5M |
| Ameriprise Financial Inc. | 0.03% | Reduce -5.8% | 398,978 | $148.0M |
| FMR LLC | 0.01% | Reduce -1.6% | 387,948 | $143.8M |
| Focus Partners Wealth | 0.15% | Reduce -1.1% | 360,403 | $133.6M |
| Evensky & Katz LLC | 7.19% | Reduce -1.5% | 340,805 | $126.3M |
| Bank of New York Mellon Corp | 0.02% | Reduce -3.5% | 338,628 | $125.5M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -3.0% | 335,776 | $124.5M |
| HighTower Advisors, LLC | 0.13% | Add +1.8% | 318,216 | $118.0M |
| UBS Group AG | 0.02% | Reduce -22.5% | 296,201 | $109.8M |
| TLWM | 19.65% | Add +4.6% | 294,238 | $109.1M |
| Gotham Asset Management | 0.33% | New | 288,620 | $107.0M |
| Mercer Global Advisors Inc. | 0.15% | Add +1.2% | 275,736 | $102.2M |
| Lido Advisors, LLC | 0.40% | Reduce -0.3% | 274,951 | $101.9M |
| Wells Fargo & Company | 0.02% | Reduce -14.6% | 252,360 | $93.5M |
| Sentinel Trust Co. Lba | 8.95% | Reduce -0.5% | 242,928 | $90.0M |
| Corient Private Wealth LP | 0.12% | Add +0.9% | 226,096 | $83.0M |
| Bricktown Capital, LLC | 16.24% | Add +10.4% | 222,495 | $82.5M |
| Blair William & Co. | 0.21% | Reduce -2.2% | 194,240 | $72.0M |
| Ieq Capital, LLC | 0.30% | Add +0.0% | 174,759 | $64.8M |
| GM Advisory Group, LLC | 2.47% | Reduce -2.4% | 173,146 | $64.2M |
| Geneos Wealth Management Inc. | 1.47% | Add +8.7% | 170,528 | $63.2M |
| Stephens Inc. | 0.76% | Add +4.5% | 164,161 | $60.9M |
| Captrust Financial Advisors | 0.11% | Reduce -34.8% | 163,610 | $60.6M |
| Brown Advisory Inc. | 0.10% | Add +0.4% | 160,437 | $59.5M |
| Bank of Nova Scotia | 0.10% | No change | 159,700 | $59.2M |
| Davis R M Inc. | 1.05% | No change | 159,675 | $59.2M |
| Raymond James Financial Inc. | 0.02% | Add +11.1% | 156,157 | $57.9M |
| Calamos Wealth Management LLC | 1.99% | Reduce -2.2% | 153,920 | $57.1M |
| Calamos Advisors LLC | 0.30% | New | 153,920 | $57.1M |
| Waverly Advisors, LLC | 0.42% | Reduce -1.5% | 149,844 | $55.5M |
| Cetera Investment Advisers | 0.06% | Reduce -3.1% | 149,242 | $55.3M |
| Fifth Third Bancorp | 0.10% | Add +118.6% | 146,638 | $54.4M |
| Commerce Bank | 0.26% | Add +0.4% | 145,398 | $53.9M |
| Franklin Resources Inc. | 0.01% | Add +6.7% | 144,141 | $53.4M |
| Proficio Capital Partners LLC | 2.85% | Reduce -6.4% | 143,682 | $53.3M |
| Beacon Pointe Advisors, LLC | 0.28% | Reduce -18.8% | 141,446 | $52.4M |
| Ballentine Partners, LLC | 0.72% | Add +5.5% | 138,977 | $51.5M |
| FFT Wealth Management LLC | 9.26% | Add +0.9% | 137,902 | $51.1M |
| Mill Creek Capital Advisors, LLC | 0.99% | Add +1.5% | 130,652 | $48.4M |
| Cresset Asset Management, LLC | 0.20% | Add +8.3% | 127,395 | $47.2M |
| Cerity Partners LLC | 0.07% | Add +397.9% | 124,611 | $46.2M |
| Wind River Trust Co | 17.34% | No change | 124,042 | $46.0M |
| AQR Capital Management | 0.02% | Add +18.3% | 122,656 | $45.5M |
| Caprock Group, LLC | 1.09% | Reduce -3.6% | 120,726 | $44.8M |
| Bessemer Group Inc. | 0.07% | Reduce -20.6% | 114,847 | $42.6M |
| Jones Financial Companies LLLP | 0.02% | Add +11.4% | 115,291 | $41.7M |
| Pennington Partners & Co., LLC | 14.23% | Add +14.8% | 112,105 | $41.6M |
| Commonwealth Equity Services, LLC | 0.06% | Add +11.3% | 110,168 | $40.8M |
| AlphaCore Capital LLC | 0.94% | Reduce -3.4% | 106,552 | $39.5M |
| Clearstead Advisors, LLC | 0.35% | Add +1.7% | 103,739 | $38.5M |
| Osaic Holdings, Inc. | 0.05% | Add +0.3% | 98,969 | $36.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -15.7% | 95,511 | $35.4M |
| Tanglewood Wealth Management, Inc. | 2.87% | Add +24.9% | 93,323 | $34.6M |
| Mariner, LLC | 0.04% | Reduce -6.8% | 91,778 | $34.0M |
| Strategic Investment Management, LLC | 13.44% | Add +81.5% | 86,831 | $32.2M |
| Bank of Montreal | 0.01% | Reduce -8.3% | 81,209 | $30.1M |
| HB Wealth Management, LLC | 0.19% | Add +0.5% | 80,307 | $29.8M |
| Waldron Private Wealth LLC | 1.16% | Reduce -2.8% | 80,093 | $29.7M |
| Hantz Financial Services, Inc. | 0.45% | Reduce -2.9% | 80,025 | $29.7M |
| Provenance Wealth Advisors, LLC | 3.12% | Reduce -4.0% | 79,401 | $29.4M |
| Brooklyn FI, LLC | 6.06% | Add +14.6% | 77,859 | $28.9M |
| Brighton Jones LLC | 0.63% | New | 76,523 | $28.4M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -1.9% | 75,383 | $27.9M |
| Savant Capital, LLC | 0.13% | Add +8.8% | 74,289 | $27.5M |
| Great Diamond Partners, LLC | 5.15% | Reduce -2.5% | 72,135 | $26.7M |
| Nations Financial Group Inc, /Ia/ | 1.36% | Add +5.8% | 71,164 | $26.4M |
| Laird Norton Wetherby Trust Company, LLC | 0.57% | Reduce -1.4% | 70,889 | $26.3M |
| Finley Financial, LLC | 12.28% | Reduce -1.5% | 70,747 | $26.2M |
| Portfolio Strategies, Inc. | 3.21% | Reduce -1.1% | 70,321 | $26.1M |
| Epiq Partners, LLC | 12.03% | Add +7.5% | 67,551 | $25.0M |
| US Bancorp \de | 0.03% | Reduce -18.9% | 64,613 | $24.0M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.09% | — | 62,356 | $23.1M |
| Royal Bank of Canada | 0.00% | Reduce -48.4% | 61,046 | $22.6M |
| Trajan Wealth LLC | 0.89% | Add +1.8% | 59,173 | $21.9M |
| Stairway Partners, LLC | 1.12% | No change | 58,578 | $21.7M |
| Johnson Investment Counsel Inc. | 0.17% | Add +0.4% | 58,155 | $21.6M |
| Truepoint, Inc. | 0.48% | Reduce -0.8% | 58,119 | $21.5M |
| Diversified Portfolios, Inc. | 1.72% | Reduce -0.2% | 56,356 | $20.9M |
| Strategic Equity Management | 7.83% | Add +0.3% | 56,171 | $20.8M |
| Citizens Financial Group Inc. | 0.28% | Reduce -3.8% | 54,197 | $20.1M |
| Greenspring Advisors, LLC | 1.21% | Reduce -1.0% | 53,723 | $19.9M |
| Truist Financial Corp. | 0.03% | Add +1.6% | 52,108 | $19.3M |
| Compass Financial Group, Inc. | 8.47% | Reduce -1.7% | 50,701 | $18.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.35% | Reduce -0.2% | 49,691 | $18.4M |
| Citigroup Inc. | 0.01% | Add +5.1% | 46,957 | $17.4M |
| Nepc LLC | 0.34% | Add +0.1% | 46,031 | $17.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.7% | 45,574 | $16.9M |
| KDK Private Wealth Management, LLC | 15.18% | Reduce -0.8% | 44,775 | $16.6M |
| Creative Planning | 0.01% | Add +7.0% | 44,596 | $16.5M |
| Balentine LLC | 0.65% | Reduce -6.3% | 43,843 | $16.3M |
"% of holder's portfolio" is IWV's weight in each manager's 13F, not the share of iShares Russell 3000 ETF the manager owns.