ISHARES RUSSELL 3000 ETF IWV
$425.26
-0.1% 52w: $359.11 – $430.02
Latest 13F among current holders filed 3 days ago (Oct 29, 2026)
Price — last 12 months
research preview data359.11394.57430.02
Oct 17, 2025 Jul 2, 2026
Institutional holders
873
-29 QoQ
13F value
$10.21B
-5.1% QoQ
Smart-money holders
20
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
5.9×
$15.4M calls / $2.6M puts
Institutional value by quarter
Number of holders
Who owns IWV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| SCS Capital Management LLC | Wealth advisor | 1.9M | $691.6M | 7.3% | -0.5% |
| BlackRock, Inc. | Index provider | 1.8M | $667.2M | 0.0% | +24.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.7M | $630.8M | 0.1% | +11.3% |
| MORGAN STANLEY | Bank broker | 1.3M | $488.5M | 0.0% | +2.6% |
| NORTHERN TRUST CORP | Index provider | 998.9K | $370.3M | 0.0% | -2.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 923.5K | $342.3M | 0.0% | +11.4% |
| American Family Investments, Inc. | Wealth advisor | 843.7K | $312.8M | — | +210.4% |
| Pitcairn Wealth Advisors LLC | Wealth advisor | 507.5K | $196.3M | 18.1% | -0.8% |
| UNC Management Company, Inc. | Wealth advisor | 527.8K | $195.7M | — | +0.2% |
| JPMORGAN CHASE & CO | Bank broker | 475.7K | $171.2M | 0.0% | +0.4% |
| LPL Financial LLC | Bank broker | 457.4K | $169.5M | 0.0% | -8.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 399.0K | $148.0M | 0.0% | -5.8% |
| FMR LLC | Long only active | 387.9K | $143.8M | 0.0% | -1.6% |
| Focus Partners Wealth | Wealth advisor | 360.4K | $133.6M | 0.1% | -1.1% |
| Evensky & Katz LLC | Wealth advisor | 340.8K | $126.3M | 7.2% | -1.5% |
| Bank of New York Mellon Corp | Diversified mechanical | 338.6K | $125.5M | 0.0% | -3.5% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 335.8K | $124.5M | 0.1% | -3.0% |
| HighTower Advisors, LLC | Diversified mechanical | 318.2K | $118.0M | 0.1% | +1.8% |
| UBS Group AG | Bank broker | 296.2K | $109.8M | 0.0% | -22.5% |
| TLWM | Wealth advisor | 294.2K | $109.1M | 19.6% | +4.6% |
| Gotham Asset Management, LLC | Diversified mechanical | 288.6K | $107.0M | 0.3% | New |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 275.7K | $102.2M | 0.2% | +1.2% |
| Lido Advisors, LLC | Wealth advisor | 275.0K | $101.9M | 0.4% | -0.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 252.4K | $93.5M | 0.0% | -14.6% |
| SENTINEL TRUST CO LBA | Wealth advisor | 242.9K | $90.0M | 8.9% | -0.5% |
| Corient Private Wealth LLC | Diversified mechanical | 226.1K | $83.0M | 0.1% | -49.4% |
| Bricktown Capital, LLC | Wealth advisor | 222.5K | $82.5M | 16.2% | +10.4% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 194.2K | $72.0M | 0.2% | -2.2% |
| IEQ CAPITAL, LLC | Diversified mechanical | 174.8K | $64.8M | 0.3% | 0.0% |
| GM Advisory Group, LLC | Wealth advisor | 173.1K | $64.2M | 2.5% | -2.4% |
| Geneos Wealth Management Inc. | Wealth advisor | 170.5K | $63.2M | 1.5% | +8.7% |
| STEPHENS INC /AR/ | Diversified mechanical | 164.2K | $60.9M | 0.8% | +4.5% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 163.6K | $60.6M | 0.1% | -34.8% |
| BROWN ADVISORY INC | Diversified mechanical | 160.4K | $59.5M | 0.1% | +0.4% |
| BANK OF NOVA SCOTIA | Bank broker | 159.7K | $59.2M | 0.1% | Held |
| DAVIS R M INC | Other | 159.7K | $59.2M | 1.1% | Held |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 156.2K | $57.9M | 0.0% | +11.1% |
| Calamos Advisors LLC | Other | 153.9K | $57.1M | 0.3% | New |
| Calamos Wealth Management LLC | Other | 153.9K | $57.1M | 2.0% | -2.2% |
| Waverly Advisors, LLC | Wealth advisor | 149.8K | $55.5M | 0.4% | -1.5% |
| Cetera Investment Advisers | Wealth advisor | 149.2K | $55.3M | 0.1% | -3.1% |
| FIFTH THIRD BANCORP | Diversified mechanical | 146.6K | $54.4M | 0.1% | +118.6% |
| COMMERCE BANK | Diversified mechanical | 145.4K | $53.9M | 0.3% | +0.4% |
| FRANKLIN RESOURCES INC | Long only active | 144.1K | $53.4M | 0.0% | +6.7% |
| Proficio Capital Partners LLC | Wealth advisor | 143.7K | $53.3M | 2.8% | -6.4% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 141.4K | $52.4M | 0.3% | -18.8% |
| Ballentine Partners, LLC | Wealth advisor | 139.0K | $51.5M | 0.7% | +5.5% |
| FFT WEALTH MANAGEMENT LLC | Wealth advisor | 137.9K | $51.1M | 9.3% | +0.9% |
| Mill Creek Capital Advisors, LLC | Wealth advisor | 130.7K | $48.4M | 1.0% | +1.5% |
| Cresset Asset Management, LLC | Wealth advisor | 127.4K | $47.2M | 0.2% | +8.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.