ISHARES RUSSELL 3000 ETF

IWV
CUSIP 464287689 NYSE Arca ETF

Institutional ownership · Q3 2023

Latest quarter (Q2 2026)
Institutional holders 683 +2 (+0.3%) vs Q2 2023
Reported value $6.2B -4.2% vs Q2 2023
Shares held 25.4M -611.9K shares
Quarter Q3 2023 Period ended Sep 30, 2023

683 institutional managers reported holding 25,411,181 shares worth $6,185,706,999 on Form 13F for Q3 2023, against 681 in Q2 2023. Share positions on CUSIP 464287689 only; option legs and principal-amount lines are not counted.

Top 25 institutional holders · Q3 2023

# Manager Shares Value % of portfolio Change
1 SCS Capital Management LLC 2,162,657 $532.2M 14.18% -36.3K Position
2 MORGAN STANLEY 1,222,269 $299.5M 0.03% +177.4K Position
3 NORTHERN TRUST CORPORATION 1,059,459 $259.6M 0.05% -5.2K Position
4 Bank of America Corporation 956,899 $234.5M 0.03% +20.8K Position
5 THE BANK OF NEW YORK MELLON CORPORATION 736,379 $180.5M 0.04% -10.5K Position
6 The Goldman Sachs Group Inc 718,527 $176.1M 0.04% +10.0K Position
7 BlackRock Inc 556,875 $136.5M < 0.01% +57.1K Position
8 PITCAIRN CO 541,161 $132.6M 11.09% -10.1K Position
9 AMERIPRISE FINANCIAL INC 504,563 $123.8M 0.04% -262.1K Position
10 UBS Group AG 490,990 $120.3M 0.04% -26.0K Position
11 FIRST REPUBLIC INVESTMENT MANAGEMENT INC 466,979 $114.4M 0.33% -182.6K Position
12 LPL Financial LLC 436,192 $106.9M 0.07% -295 Position
13 FFT WEALTH MANAGEMENT LLC 427,174 $104.7M 13.48% -60 Position
14 Evensky & Katz LLC 420,562 $103.1M 8.8% -9.9K Position
15 CI Private Wealth LLC 534,942 $88.3M 0.2% +347.1K Position
16 LGL PARTNERS LLC 302,003 $74.0M 12.98% — Position
17 TLWM 288,392 $70.7M 18.73% +31.9K Position
18 KEYBANK NATIONAL ASSOCIATION OH 286,118 $70.1M 0.34% -7.9K Position
19 PNC FINANCIAL SERVICES GROUP INC 285,101 $69.9M 0.06% -9.0K Position
20 SENTINEL TRUST CO LBA 263,702 $64.6M 9.16% +1.1K Position
21 JPMorgan Chase & Co 260,179 $63.8M < 0.01% -62.7K Position
22 COLONY GROUP LLC 239,721 $58.7M 0.88% +7.8K Position
23 Pegasus Partners Ltd 238,520 $58.5M 8.22% +8.3K Position
24 Family Firm Inc 218,999 $53.7M 15.07% -4.2K Position
25 HighTower Advisors LLC 211,386 $51.8M 0.1% +100.5K Position

Values as reported on each manager's Q3 2023 Form 13F. Change is in shares against the manager's prior-quarter filing.

13F holders by quarter

Quarter Holders Shares Value
Q2 2026 918 +45 27.3M $11.6B
Q1 2026 873 -29 28.5M $10.2B
Q4 2025 902 +74 28.1M $10.9B
Q3 2025 828 +3 25.5M $9.7B
Q2 2025 825 +19 26.6M $8.7B
Q1 2025 806 -47 25.0M $7.9B
Q4 2024 853 +71 25.7M $8.6B
Q3 2024 782 +13 25.5M $7.6B
Q2 2024 769 +12 26.2M $7.6B
Q1 2024 757 +2 24.8M $7.3B
Q4 2023 755 +72 26.2M $7.2B
Q3 2023 683 +2 25.4M $6.2B
Q2 2023 681 +15 26.0M $6.5B
Q1 2023 666 -30 25.7M $6.1B
Q4 2022 696 +62 29.3M $6.4B
Q3 2022 634 +8 25.0M $5.2B
Q2 2022 626 -14 25.0M $5.4B
Q1 2022 640 -11 25.0M $6.5B
Q4 2021 651 +95 25.8M $7.1B
Q3 2021 556 23.5M $6.0B

Q3 2021–Q2 2026, as reported on Form 13F. Earlier quarters are in the ownership explorer below.

Across other SEC filings

Fund holders · N-PORT

3 funds
Fund Value % of fund As of
Strategic Advisers Fidelity U.S. Total Stock Fund $100.3M 0.04% Aug 2026
iShares Total U.S. Stock Market Index Fund $57.8M 1.22% Jul 2026
Cambria Endowment Style ETF $1.5M 1.05% May 2026

3 funds reported holding $159,614,165 in total on their latest public Form N-PORT reports, the most recent dated August 2026.

Ownership explorer

Security Details

CUSIP 464287689
FIGI BBG001SFC7Z6
Symbol IWV
Type Etf
Class RUSSELL 3000 ETF as filed on 13F
Exchange NYSE Arca

Identifier History

Type Value From To
SERIES_ID S000004341 2026-03-05 Current
FIGI BBG001SFC7Z6 2026-02-07 Current
CUSIP 464287689 2001-06-30 Current

Listing History

Symbol Exchange From To
IWV NYSE Arca 2004-03-22 Current