ISHARES RUSSELL 3000 ETF (IWV) Top Institutional Shareholders
ISHARES RUSSELL 3000 ETF (IWV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $9.54B in IWV holdings during the latest filing period.
Scs Capital Management Llc is currently the largest disclosed institutional shareholder of IWV tracked by InsiderSet, reporting ownership valued at approximately $691.56M in its March 31, 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 $801.43M, representing an estimated gain of +15.89% 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 Scs Capital Management Llc, Blackrock, Inc., Goldman Sachs Group 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
855
Total Reported Value
$9.54B
Largest Holder
Scs Capital Management Llc
Largest Position
$691.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Scs Capital Management Llc | 7.33% | 1,865,658 | $691,562,203 | $801,430,707 | +$109,868,504 | +15.89% | |
| Blackrock, Inc. | 0.01% | 1,799,933 | $667,199,119 | $773,197,219 | +$105,998,100 | +15.89% | |
| Goldman Sachs Group Inc | 0.08% | 1,701,803 | $630,824,336 | $731,043,515 | +$100,219,179 | +15.89% | |
| Morgan Stanley | 0.03% | 1,317,743 | $488,461,483 | $566,062,861 | +$77,601,378 | +15.89% | |
| Northern Trust Corp | 0.05% | 998,905 | $370,274,106 | $429,099,621 | +$58,825,515 | +15.89% | |
| Bank Of America Corp | 0.03% | 923,534 | $342,335,582 | $396,722,500 | +$54,386,918 | +15.89% | |
| American Family Investments, Inc. | 8.22% | 843,738 | $312,756,802 | $362,444,533 | +$49,687,731 | +15.89% | |
| Pitcairn Wealth Advisors Llc | 18.07% | 507,490 | $196,323,126 | $218,002,479 | +$21,679,353 | +11.04% | |
| Lpl Financial Llc | 0.05% | 457,350 | $169,530,604 | $196,463,840 | +$26,933,236 | +15.89% | |
| Ameriprise Financial Inc | 0.03% | 398,978 | $148,047,291 | $171,388,979 | +$23,341,688 | +15.77% | |
| Fmr Llc | 0.01% | 387,948 | $143,804,627 | $166,650,822 | +$22,846,195 | +15.89% | |
| Focus Partners Wealth | 0.15% | 360,403 | $133,594,490 | $154,818,317 | +$21,223,827 | +15.89% | |
| Bank Of New York Mellon Corp | 0.02% | 338,628 | $125,522,524 | $145,464,430 | +$19,941,906 | +15.89% | |
| Tlwm | 20.30% | 292,816 | $124,856,227 | $125,784,969 | +$928,742 | +0.74% | |
| Hightower Advisors, Llc | 0.13% | 318,216 | $117,957,005 | $136,696,047 | +$18,739,042 | +15.89% | |
| Pnc Financial Services Group, Inc. | 0.07% | 309,247 | $114,631,552 | $132,843,234 | +$18,211,682 | +15.89% | |
| Ubs Group Ag | 0.02% | 296,201 | $109,795,787 | $127,239,064 | +$17,443,277 | +15.89% | |
| Gotham Asset Management, Llc | 0.33% | 288,620 | $106,985,662 | $123,982,493 | +$16,996,831 | +15.89% | |
| Mercer Global Advisors Inc | 0.15% | 275,736 | $102,209,884 | $118,447,914 | +$16,238,030 | +15.89% | |
| Lido Advisors, Llc | 0.40% | 274,951 | $101,919,433 | $118,110,701 | +$16,191,268 | +15.89% | |
| Wells Fargo & Company/Mn | 0.02% | 252,360 | $93,544,630 | $108,406,285 | +$14,861,655 | +15.89% | |
| Corient Private Wealth Llc | 0.12% | 226,096 | $82,957,159 | $97,124,059 | +$14,166,900 | +17.08% | |
| Bricktown Capital, Llc | 16.24% | 222,495 | $82,474,447 | $95,577,177 | +$13,102,730 | +15.89% | |
| Blair William & Co/Il | 0.21% | 194,240 | $72,000,744 | $83,439,677 | +$11,438,933 | +15.89% | |
| Ieq Capital, Llc | 0.30% | 174,759 | $64,779,384 | $75,071,224 | +$10,291,840 | +15.89% | |
| Gm Advisory Group, Llc | 2.47% | 173,146 | $64,181,732 | $74,378,327 | +$10,196,595 | +15.89% | |
| Geneos Wealth Management Inc. | 1.47% | 170,528 | $63,211,322 | $73,253,713 | +$10,042,391 | +15.89% | |
| Stephens Inc | 0.76% | 164,161 | $60,851,020 | $70,518,641 | +$9,667,621 | +15.89% | |
| Captrust Financial Advisors | 0.11% | 163,610 | $60,643,286 | $70,281,948 | +$9,638,662 | +15.89% | |
| Brown Advisory Inc | 0.10% | 160,437 | $59,470,676 | $68,918,922 | +$9,448,246 | +15.89% | |
| Bank Of Nova Scotia | 0.10% | 159,700 | $59,197,596 | $68,602,329 | +$9,404,733 | +15.89% | |
| Davis R M Inc | 1.05% | 159,675 | $59,188,210 | $68,591,590 | +$9,403,380 | +15.89% | |
| Raymond James Financial Inc | 0.02% | 156,157 | $57,884,288 | $67,080,362 | +$9,196,074 | +15.89% | |
| Calamos Advisors Llc | 0.22% | 153,920 | $57,055,066 | $66,119,414 | +$9,064,348 | +15.89% | |
| Calamos Wealth Management Llc | 1.97% | 153,920 | $57,055,066 | $66,119,414 | +$9,064,348 | +15.89% | |
| Waverly Advisors, Llc | 0.42% | 149,844 | $55,544,113 | $64,368,487 | +$8,824,374 | +15.89% | |
| Cetera Investment Advisers | 0.06% | 149,242 | $55,321,076 | $64,109,886 | +$8,788,810 | +15.89% | |
| Fifth Third Bancorp | 0.10% | 146,638 | $54,355,930 | $62,991,286 | +$8,635,356 | +15.89% | |
| Commerce Bank | 0.26% | 145,398 | $53,896,129 | $62,458,619 | +$8,562,490 | +15.89% | |
| Franklin Resources Inc | 0.01% | 144,141 | $53,430,186 | $61,918,649 | +$8,488,463 | +15.89% | |
| Proficio Capital Partners Llc | 2.85% | 143,682 | $53,259,924 | $61,721,477 | +$8,461,553 | +15.89% | |
| Heck Capital Advisors, Llc | 3.17% | 124,292 | $52,997,914 | $53,392,114 | +$394,200 | +0.74% | |
| Beacon Pointe Advisors, Llc | 0.28% | 141,446 | $52,431,267 | $60,760,958 | +$8,329,691 | +15.89% | |
| Ballentine Partners, Llc | 0.72% | 138,977 | $51,515,994 | $59,700,350 | +$8,184,356 | +15.89% | |
| Fft Wealth Management Llc | 9.25% | 137,902 | $51,117,619 | $59,238,562 | +$8,120,943 | +15.89% | |
| Mill Creek Capital Advisors, Llc | 0.99% | 130,652 | $48,429,931 | $56,124,180 | +$7,694,249 | +15.89% | |
| Cresset Asset Management, Llc | 0.20% | 127,395 | $47,223,012 | $54,725,070 | +$7,502,058 | +15.89% | |
| Cerity Partners Llc | 0.07% | 124,611 | $46,190,665 | $53,529,147 | +$7,338,482 | +15.89% | |
| Wind River Trust Co | 17.34% | 124,042 | $45,979,889 | $53,284,722 | +$7,304,833 | +15.89% | |
| Aqr Capital Management Llc | 0.02% | 122,656 | $45,465,998 | $52,689,338 | +$7,223,340 | +15.89% |
Frequently asked questions about IWV
Who owns the most IWV stock?
The largest holders of IWV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES RUSSELL 3000 ETF (IWV).
Is IWV widely held by superinvestors?
Many widely followed stocks like IWV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IWV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.