IWV Institutional Ownership & Shareholders
ISHARES RUSSELL 3000 ETF (IWV) is currently held by 910 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $10.91B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Goldman Sachs Group Inc is currently the largest disclosed institutional shareholder of IWV tracked by InsiderSet, reporting ownership valued at approximately $835.77M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $853.26M, representing an estimated gain of +2.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% of the total disclosed IWV value among the investors covered in this analysis. Major shareholders include Goldman Sachs Group Inc, Scs Capital Management Llc, American Family Investments, Inc., and several other long-term asset managers with concentrated positions in ISHARES RUSSELL 3000 ETF (IWV).
This page ranks the largest institutional IWV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
910
Total Reported Value
$10.91B
Largest Holder
Goldman Sachs Group Inc
Largest Position
$835.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
16
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 0.09% | 1,960,068 | $835,772,995 | $853,256,802 | +$17,483,807 | +2.09% | |
| Scs Capital Management Llc | 7.49% | 1,858,646 | $792,526,539 | $809,105,777 | +$16,579,238 | +2.09% | |
| American Family Investments, Inc. | 12.52% | 1,627,426 | $693,934,446 | $708,451,086 | +$14,516,640 | +2.09% | |
| Morgan Stanley | 0.03% | 1,155,278 | $492,611,269 | $502,915,619 | +$10,304,350 | +2.09% | |
| Blackrock, Inc. | 0.01% | 1,004,513 | $428,324,546 | $437,284,599 | +$8,960,053 | +2.09% | |
| Northern Trust Corp | 0.05% | 993,509 | $423,632,237 | $432,494,338 | +$8,862,101 | +2.09% | |
| Bank Of America Corp | 0.02% | 680,045 | $289,971,059 | $296,037,189 | +$6,066,130 | +2.09% | |
| Pitcairn Wealth Advisors Llc | 23.51% | 503,370 | $214,638,325 | $219,127,028 | +$4,488,703 | +2.09% | |
| Jpmorgan Chase & Co | 0.01% | 479,995 | $203,119,771 | $208,951,423 | +$5,831,652 | +2.87% | |
| Lpl Financial Llc | 0.04% | 465,469 | $198,475,900 | $202,627,965 | +$4,152,065 | +2.09% | |
| Focus Partners Wealth | 0.19% | 440,213 | $187,707,768 | $191,633,523 | +$3,925,755 | +2.09% | |
| Ameriprise Financial Inc | 0.03% | 405,547 | $172,964,016 | $176,542,720 | +$3,578,704 | +2.07% | |
| Bank Of New York Mellon Corp | 0.02% | 336,934 | $145,440,777 | $146,674,109 | +$1,233,332 | +0.85% | |
| Pnc Financial Services Group, Inc. | 0.07% | 322,650 | $137,577,874 | $140,455,998 | +$2,878,124 | +2.09% | |
| Ubs Group Ag | 0.02% | 295,890 | $126,167,496 | $128,806,835 | +$2,639,339 | +2.09% | |
| Gotham Asset Management, Llc | 0.29% | 292,440 | $124,696,416 | $127,304,981 | +$2,608,565 | +2.09% | |
| Tlwm | 19.53% | 283,869 | $122,534,414 | $123,573,853 | +$1,039,439 | +0.85% | |
| Lido Advisors, Llc | 0.37% | 265,348 | $114,540,849 | $115,511,291 | +$970,442 | +0.85% | |
| Wells Fargo & Company/Mn | 0.02% | 244,347 | $104,189,643 | $106,369,136 | +$2,179,493 | +2.09% | |
| Mercer Global Advisors Inc | 0.13% | 242,291 | $103,312,831 | $105,474,118 | +$2,161,287 | +2.09% | |
| Corient Private Wealth Llc | 0.13% | 216,236 | $92,203,196 | $94,131,856 | +$1,928,660 | +2.09% | |
| Wealthspire Advisors, Llc | 0.50% | 212,799 | $90,737,326 | $92,635,661 | +$1,898,335 | +2.09% | |
| Captrust Financial Advisors | 0.13% | 202,285 | $86,254,175 | $88,058,706 | +$1,804,531 | +2.09% | |
| Bricktown Capital, Llc | 15.20% | 192,859 | $83,249,518 | $83,955,380 | +$705,862 | +0.85% | |
| Blair William & Co/Il | 0.22% | 193,707 | $82,596,652 | $84,324,531 | +$1,727,879 | +2.09% | |
| Stephens Inc | 0.85% | 177,801 | $75,814,188 | $77,400,331 | +$1,586,143 | +2.09% | |
| Geneos Wealth Management Inc. | 1.46% | 167,834 | $71,564,475 | $73,061,497 | +$1,497,022 | +2.09% | |
| Fmr Llc | 0.00% | 222,465 | $70,663,912 | $96,843,464 | +$26,179,552 | +37.05% | |
| Calamos Wealth Management Llc | 1.98% | 159,634 | $68,907,612 | $69,491,873 | +$584,261 | +0.85% | |
| Bank Of Nova Scotia | 0.10% | 159,700 | $68,096,080 | $69,520,604 | +$1,424,524 | +2.09% | |
| Davis R M Inc | 1.07% | 159,675 | $68,085,283 | $69,509,721 | +$1,424,438 | +2.09% | |
| Raymond James Financial Inc | 0.02% | 156,335 | $66,661,644 | $68,055,752 | +$1,394,108 | +2.09% | |
| Brown Advisory Inc | 0.10% | 151,447 | $64,576,891 | $65,927,908 | +$1,351,017 | +2.09% | |
| Gm Advisory Group, Llc | 2.47% | 173,146 | $64,181,732 | $75,373,917 | +$11,192,185 | +17.44% | |
| Aqr Capital Management Llc | 0.02% | 149,816 | $63,881,347 | $65,217,901 | +$1,336,554 | +2.09% | |
| Cetera Investment Advisers | 0.06% | 148,874 | $63,479,946 | $64,807,830 | +$1,327,884 | +2.09% | |
| Waverly Advisors, Llc | 0.36% | 146,205 | $62,341,854 | $63,645,961 | +$1,304,107 | +2.09% | |
| Commerce Bank | 0.27% | 145,100 | $61,870,639 | $63,164,932 | +$1,294,293 | +2.09% | |
| Proficio Capital Partners Llc | 2.20% | 143,298 | $61,102,131 | $62,380,485 | +$1,278,354 | +2.09% | |
| Ballentine Partners, Llc | 0.72% | 138,773 | $59,172,807 | $60,410,662 | +$1,237,855 | +2.09% | |
| Fft Wealth Management Llc | 9.14% | 136,855 | $58,354,913 | $59,575,719 | +$1,220,806 | +2.09% | |
| Fifth Third Bancorp | 0.09% | 134,180 | $57,920,157 | $58,411,238 | +$491,081 | +0.85% | |
| Cerity Partners Llc | 0.07% | 127,832 | $54,507,961 | $55,647,826 | +$1,139,865 | +2.09% | |
| Beacon Pointe Advisors, Llc | 0.25% | 125,851 | $53,662,992 | $54,785,457 | +$1,122,465 | +2.09% | |
| Cresset Asset Management, Llc | 0.19% | 124,004 | $52,875,341 | $53,981,421 | +$1,106,080 | +2.09% | |
| Caprock Group, Llc | 0.97% | 119,191 | $50,823,238 | $51,886,226 | +$1,062,988 | +2.09% | |
| Ieq Capital, Llc | 0.23% | 116,454 | $49,655,746 | $50,694,755 | +$1,039,009 | +2.09% | |
| Jones Financial Companies Lllp | 0.02% | 117,905 | $49,202,712 | $51,326,405 | +$2,123,693 | +4.32% | |
| Wind River Trust Co | 16.40% | 113,918 | $48,574,635 | $49,590,784 | +$1,016,149 | +2.09% | |
| Mill Creek Capital Advisors, Llc | 0.99% | 130,652 | $48,429,931 | $56,875,429 | +$8,445,498 | +17.44% |
Frequently asked questions about IWV
Who are the largest institutional holders of IWV?
The largest institutional holders of IWV reported in the latest SEC Form 13F filings include Goldman Sachs Group Inc, Scs Capital Management Llc, American Family Investments, Inc., Morgan Stanley, and Blackrock, Inc.. InsiderSet ranks institutional holders by their latest reported IWV position.
What is IWV institutional ownership?
This page tracks IWV positions reported by institutional investment managers through SEC Form 13F. ISHARES RUSSELL 3000 ETF (IWV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IWV?
InsiderSet currently tracks 910 institutional managers reporting IWV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IWV shareholders.
How much IWV stock do institutions own?
Institutional investment managers disclosed approximately $10.91B in IWV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IWV institutional ownership last updated?
The latest IWV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IWV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IWV position after the reporting date.
Are institutions buying or selling IWV?
Institutional buying and selling can be analyzed by comparing IWV positions across consecutive 13F reporting periods. InsiderSet's IWV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IWV ownership changes.
How has IWV institutional ownership changed over time?
InsiderSet tracks IWV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.