Security record · archived quarter
IWV
iShares Russell 3000 ETF · Financial Services · Asset Management - Global
69Tracked holders
-4Δ holders
14.29MShares held
$5.29BReported value
+1New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth -5.5% ·
share flow -7.4% ·
net new positions -5.8%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 1.80M | +24.1% | $667.20M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 2 | Goldman Sachs Group ✦ | 1.70M | +11.3% | $630.82M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Morgan Stanley ✦ | 1.32M | +2.6% | $488.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 4 | Northern Trust Corp | 998.90K | -2.0% | $370.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 923.53K | +11.4% | $342.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 6 | JPMorgan Chase ✦ | 475.71K | +0.3% | $171.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 7 | LPL Financial LLC | 457.35K | -8.6% | $169.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 398.98K | -5.8% | $148.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 9 | Fidelity (FMR) ✦ | 387.95K | -1.6% | $143.80M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 10 | Focus Partners Wealth | 360.40K | -1.1% | $133.59M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 338.63K | -3.5% | $125.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 12 | Pnc Financial Services Group, Inc. | 335.78K | -3.0% | $124.47M | 0.1% | ▼ Trim | 2 | SEC ↗ ×8 |
| 13 | HighTower Advisors, LLC | 318.22K | +1.8% | $117.96M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 296.20K | -22.5% | $109.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Gotham Asset Management ✦ | 288.62K | New | $106.99M | 0.3% | New | 1 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 275.74K | +1.2% | $102.21M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 17 | Lido Advisors, LLC | 274.95K | -0.3% | $101.92M | 0.4% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Wells Fargo & Company/Mn | 252.36K | -14.6% | $93.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 19 | Corient Private Wealth LP | 226.10K | -49.4% | $82.96M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | Blair William & Co/Il | 194.24K | -2.2% | $72.00M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 21 | Captrust Financial Advisors | 163.61K | -34.8% | $60.64M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 22 | Brown Advisory Inc | 160.44K | +0.4% | $59.47M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Bank Of Nova Scotia | 159.70K | 0.0% | $59.20M | 0.1% | Held | 2 | SEC ↗ |
| 24 | Raymond James Financial Inc | 156.16K | +11.1% | $57.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 25 | Cetera Investment Advisers | 149.24K | -3.1% | $55.32M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 146.64K | +118.6% | $54.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 27 | Franklin Resources Inc | 144.14K | +6.7% | $53.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 28 | Cerity Partners LLC | 124.61K | +397.9% | $46.19M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | AQR Capital Management ✦ | 122.66K | +18.3% | $45.47M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 30 | Jones Financial Companies Lllp | 115.29K | +11.4% | $41.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Commonwealth Equity Services, Llc | 110.17K | +11.3% | $40.84M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 98.97K | +0.3% | $36.70M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 33 | Envestnet Asset Management Inc | 95.51K | -15.7% | $35.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Mariner, LLC | 91.78K | -6.8% | $34.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Bank Of Montreal /Can/ | 81.21K | -8.3% | $30.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 36 | Rockefeller Capital Management L.P. | 75.38K | -1.9% | $27.94M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 37 | Us Bancorp \De\ | 64.61K | -18.9% | $23.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 38 | Royal Bank Of Canada | 61.05K | -48.4% | $22.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 39 | Truist Financial Corp | 52.11K | +1.6% | $19.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | Citigroup Inc | 46.96K | +5.1% | $17.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 45.57K | -0.7% | $16.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Creative Planning | 44.60K | +7.0% | $16.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | Cwm, Llc | 42.59K | +1.9% | $15.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Quantinno Capital Management LP | 37.38K | +5.9% | $13.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Wealth Enhancement Advisory… | 35.93K | -14.9% | $13.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Stifel Financial Corp | 28.83K | -6.9% | $10.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 47 | Allspring Global Investments… | 28.81K | +10.5% | $10.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Alliancebernstein L.P. | 26.48K | -0.1% | $10.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | CIBC Bancorp USA Inc. | 24.96K | n/a | $9.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 50 | Baird Financial Group, Inc. | 21.36K | +4.5% | $7.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Citadel Advisors ✦ | 20.47K | +2700.0% | $7.59M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 52 | Susquehanna International Group, Llp | 17.15K | +192.8% | $6.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 53 | Mml Investors Services, Llc | 14.58K | -22.7% | $5.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Bnp Paribas Financial Markets | 12.30K | +47.6% | $4.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Kayne Anderson Rudnick Investment… | 7.49K | +3.0% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Prudential Financial Inc | 7.44K | +6.6% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Financial Engines Advisors L.L.C. | 7.26K | -2.8% | $2.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Federated Hermes, Inc. | 5.98K | -79.9% | $2.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Rhumbline Advisers | 4.31K | -99.7% | $1.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Hrt Financial Lp | 3.03K | -74.2% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Neuberger Berman Group LLC | 2.79K | 0.0% | $1.04M | 0.0% | Held | 2 | SEC ↗ |
| 62 | Hsbc Holdings Plc | 2.34K | -53.0% | $867,391 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Tudor Investment Corp Et Al | 1.38K | -90.2% | $513,021 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Empower Advisory Group, LLC | 1.25K | -38.3% | $464,091 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Assetmark, Inc | 787 | +0.1% | $291,725 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | UBS AM, a distinct business unit of… | 777 | +3989.5% | $288,018 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | T. Rowe Price ✦ | 764 | 0.0% | $284,000 | 0.0% | Held | 8 | SEC ↗ |
| 68 | Russell Investments Group, Ltd. | 215 | -1.4% | $79,696 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | National Bank Of Canada /Fi/ | 43 | 0.0% | $15,931 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Gotham Asset Management | $106.99M | 0.3% |
Exited
| First Trust Advisors Lp | $27.65M | was 0.0% |
| Renaissance Technologies | $2.97M | was 0.0% |
| Jane Street Group, Llc | $1.32M | was 0.0% |
| Clearbridge Investments, LLC | $928,053 | was 0.0% |
| Qube Research & Technologies… | $75,436 | was 0.0% |
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: Q1 2026 ·
Methodology ·
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