Security record · archived quarter
IWV
iShares Russell 3000 ETF · Financial Services · Asset Management - Global
73Tracked holders
0Δ holders
15.43MShares held
$5.97BReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.6% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 37.14K | $16.27M | +1 | −1 |
| Q2 2026 | 77 | +10 | 13.18M | $5.61B | +10 | −1 |
| Q1 2026 | 69 | -4 | 14.29M | $5.29B | +1 | −5 |
| Q4 2025 | 73 | 0 | 15.43M | $5.97B | n/a | n/a |
| Q3 2025 | 10 | 0 | 5.68M | $2.15B | n/a | n/a |
| Q2 2025 | 7 | 0 | 1.54M | $540.73M | n/a | n/a |
| Q1 2025 | 4 | 0 | 23.84K | $7.57M | +1 | −1 |
| Q4 2024 | 4 | +1 | 46.82K | $15.65M | +1 | n/a |
| Q3 2024 | 3 | -2 | 8.28K | $2.70M | n/a | −2 |
| Q2 2024 | 5 | n/a | 31.38K | $9.69M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rhumbline Advisers | 1.57M | n/a | $608.18M | 0.5% | n/c | 1 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 1.53M | +6.0% | $591.56M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | BlackRock ✦ (passive) | 1.45M | +4.9% | $560.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 4 | Morgan Stanley ✦ | 1.28M | -1.9% | $497.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 5 | Northern Trust Corp | 1.02M | n/a | $394.48M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 829.25K | n/a | $320.80M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 7 | LPL Financial LLC | 500.22K | n/a | $193.51M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 474.05K | -54.2% | $183.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 9 | Corient Private Wealth LP | 446.93K | n/a | $170.76M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 10 | Ameriprise Financial Inc | 423.53K | n/a | $163.84M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | Fidelity (FMR) ✦ | 394.29K | -0.5% | $152.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | UBS Group AG | 382.08K | n/a | $147.81M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Focus Partners Wealth | 364.39K | n/a | $140.97M | 0.2% | n/c | 1 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 351.06K | n/a | $135.81M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 15 | Pnc Financial Services Group, Inc. | 346.06K | n/a | $133.87M | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 16 | HighTower Advisors, LLC | 312.64K | n/a | $120.94M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 295.44K | n/a | $114.29M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 18 | Lido Advisors, LLC | 275.74K | n/a | $106.40M | 0.4% | n/c | 1 | SEC ↗ ×2 |
| 19 | Mercer Global Advisors Inc /Adv | 272.38K | n/a | $105.37M | 0.2% | n/c | 1 | SEC ↗ |
| 20 | Captrust Financial Advisors | 250.98K | n/a | $97.09M | 0.2% | n/c | 1 | SEC ↗ |
| 21 | Blair William & Co/Il | 198.67K | n/a | $76.86M | 0.2% | n/c | 1 | SEC ↗ |
| 22 | Brown Advisory Inc | 159.82K | n/a | $61.83M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 23 | Bank Of Nova Scotia | 159.70K | n/a | $61.78M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 153.99K | n/a | $59.57M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | Raymond James Financial Inc | 140.61K | n/a | $54.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Franklin Resources Inc | 135.04K | n/a | $52.24M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Royal Bank Of Canada | 118.40K | n/a | $45.80M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 28 | Envestnet Asset Management Inc | 113.35K | n/a | $43.85M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 103.65K | +27.5% | $40.10M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 30 | Jones Financial Companies Lllp | 103.51K | n/a | $40.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Commonwealth Equity Services, Llc | 99.02K | n/a | $38.31M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 98.68K | n/a | $38.19M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 33 | Mariner, LLC | 98.47K | n/a | $38.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Bank Of Montreal /Can/ | 88.52K | n/a | $34.24M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 35 | Us Bancorp \De\ | 79.63K | n/a | $30.81M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | Rockefeller Capital Management L.P. | 76.80K | n/a | $29.71M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 37 | First Trust Advisors Lp | 71.47K | n/a | $27.65M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fifth Third Bancorp | 67.07K | n/a | $25.95M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Truist Financial Corp | 51.27K | n/a | $19.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Northwestern Mutual Wealth… | 45.90K | n/a | $17.76M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Citigroup Inc | 44.68K | n/a | $17.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Wealth Enhancement Advisory… | 42.22K | n/a | $16.61M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Cwm, Llc | 41.78K | n/a | $16.16M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Creative Planning | 41.69K | n/a | $16.13M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 45 | Quantinno Capital Management LP | 35.31K | n/a | $13.66M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Stifel Financial Corp | 30.96K | n/a | $11.98M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 47 | Federated Hermes, Inc. | 29.70K | n/a | $11.49M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Alliancebernstein L.P. | 26.50K | n/a | $10.25M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Allspring Global Investments… | 26.07K | n/a | $10.08M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Cerity Partners LLC | 25.03K | n/a | $9.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 51 | The Vanguard Group ✦ (passive) | 24.81K | 0.0% | $9.60M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 52 | Baird Financial Group, Inc. | 20.43K | n/a | $7.90M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Mml Investors Services, Llc | 18.86K | n/a | $7.30M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Tudor Investment Corp Et Al | 14.15K | n/a | $5.47M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Hrt Financial Lp | 11.73K | n/a | $4.54M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Bnp Paribas Financial Markets | 8.33K | n/a | $3.22M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Renaissance Technologies ✦ | 7.68K | +21.9% | $2.97M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 58 | Financial Engines Advisors L.L.C. | 7.47K | n/a | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Kayne Anderson Rudnick Investment… | 7.27K | n/a | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Prudential Financial Inc | 6.98K | n/a | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Susquehanna International Group, Llp | 5.86K | n/a | $2.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 62 | Hsbc Holdings Plc | 4.98K | n/a | $1.93M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 63 | Jane Street Group, Llc | 3.40K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Neuberger Berman Group LLC | 2.79K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Clearbridge Investments, LLC | 2.40K | n/a | $928,053 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Empower Advisory Group, LLC | 2.03K | n/a | $785,306 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Assetmark, Inc | 786 | n/a | $304,064 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | T. Rowe Price ✦ | 764 | 0.0% | $296,000 | 0.0% | Held | 7 | SEC ↗ |
| 69 | Citadel Advisors ✦ | 731 | -23.7% | $282,787 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 70 | Russell Investments Group, Ltd. | 218 | n/a | $84,333 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Qube Research & Technologies Ltd | 195 | n/a | $75,436 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | National Bank Of Canada /Fi/ | 43 | n/a | $16,629 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | UBS AM, a distinct business unit of… | 19 | n/a | $7,350 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 859 holders, 27.91M shares, $9.47B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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