Security record
IWV
iShares Russell 3000 ETF · Financial Services · Asset Management - Global
78Tracked holders
+10Δ holders
13.50MShares held
$5.75BReported value
+10New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +14.7% ·
share flow -5.3% ·
net new positions +12.8%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 78 | +10 | 13.50M | $5.75B | +10 | — |
| Q1 2026 | 69 | -4 | 14.29M | $5.29B | +1 | −5 |
| Q4 2025 | 73 | 0 | 15.43M | $5.97B | — | — |
| Q3 2025 | 10 | 0 | 5.68M | $2.15B | — | — |
| Q2 2025 | 7 | 0 | 1.54M | $540.73M | — | — |
| Q1 2025 | 4 | 0 | 23.84K | $7.57M | +1 | −1 |
| Q4 2024 | 4 | +1 | 46.82K | $15.65M | +1 | — |
| Q3 2024 | 3 | -2 | 8.28K | $2.70M | — | −2 |
| Q2 2024 | 5 | — | 31.38K | $9.69M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 1.96M | +15.2% | $835.77M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 1.96M | +15.2% | $835.77M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 3 | Goldman Sachs Group ✦ | 1.96M | +15.2% | $835.77M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 1.96M | +15.2% | $835.77M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 1.96M | +15.2% | $835.77M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.16M | -12.3% | $492.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.16M | -12.3% | $492.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.16M | -12.3% | $492.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.16M | -12.3% | $492.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1.16M | -12.3% | $492.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1.16M | -12.3% | $492.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 1.00M | -44.2% | $428.32M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 1.00M | -44.2% | $428.32M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 1.00M | -44.2% | $428.32M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 1.00M | -44.2% | $428.32M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 1.00M | -44.2% | $428.32M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | Northern Trust Corp | 993.51K | -0.5% | $423.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Northern Trust Corp | 993.51K | -0.5% | $423.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 680.04K | -26.4% | $289.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 680.04K | -26.4% | $289.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 680.04K | -26.4% | $289.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 680.04K | -26.4% | $289.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 680.04K | -26.4% | $289.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 680.04K | -26.4% | $289.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 480.00K | +0.9% | $203.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 480.00K | +0.9% | $203.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 480.00K | +0.9% | $203.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 480.00K | +0.9% | $203.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 480.00K | +0.9% | $203.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 480.00K | +0.9% | $203.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 480.00K | +0.9% | $203.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | LPL Financial LLC | 465.47K | +1.8% | $198.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Focus Partners Wealth | 440.21K | +22.1% | $187.71M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 405.55K | +1.6% | $172.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Ameriprise Financial Inc | 405.55K | +1.6% | $172.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 405.55K | +1.6% | $172.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 405.55K | +1.6% | $172.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 348.82K | +3.9% | $148.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 348.82K | +3.9% | $148.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 348.82K | +3.9% | $148.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 348.82K | +3.9% | $148.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 348.82K | +3.9% | $148.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 348.82K | +3.9% | $148.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 348.82K | +3.9% | $148.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 348.82K | +3.9% | $148.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 331.52K | -2.1% | $141.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 331.52K | -2.1% | $141.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 331.52K | -2.1% | $141.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 331.52K | -2.1% | $141.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 331.52K | -2.1% | $141.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Bank of New York Mellon Corp | 331.52K | -2.1% | $141.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 331.52K | -2.1% | $141.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | HighTower Advisors, LLC | 319.39K | +0.4% | $136.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 301.85K | -22.2% | $128.71M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 55 | Fidelity (FMR) ✦ | 301.85K | -22.2% | $128.71M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 56 | UBS Group AG | 295.89K | -0.1% | $126.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | UBS Group AG | 295.89K | -0.1% | $126.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | UBS Group AG | 295.89K | -0.1% | $126.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Gotham Asset Management ✦ | 292.44K | +1.3% | $124.70M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 60 | Lido Advisors, LLC | 268.92K | -2.2% | $114.67M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 61 | Lido Advisors, LLC | 268.92K | -2.2% | $114.67M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 62 | Wells Fargo & Company/Mn | 244.35K | -3.2% | $104.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Wells Fargo & Company/Mn | 244.35K | -3.2% | $104.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Wells Fargo & Company/Mn | 244.35K | -3.2% | $104.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Wells Fargo & Company/Mn | 244.35K | -3.2% | $104.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Mercer Global Advisors Inc /Adv | 242.29K | -12.1% | $103.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 67 | Corient Private Wealth LP | 217.46K | -3.8% | $92.73M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 68 | Captrust Financial Advisors | 202.28K | +23.6% | $86.25M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 69 | Blair William & Co/Il | 193.71K | -0.3% | $82.60M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 70 | Bank Of Nova Scotia | 159.70K | 0.0% | $68.10M | 0.1% | Held | 3 | SEC ↗ |
| 71 | Raymond James Financial Inc | 156.34K | +0.1% | $66.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Raymond James Financial Inc | 156.34K | +0.1% | $66.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Raymond James Financial Inc | 156.34K | +0.1% | $66.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Brown Advisory Inc | 151.45K | -5.6% | $64.58M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 75 | Brown Advisory Inc | 151.45K | -5.6% | $64.58M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 76 | AQR Capital Management ✦ | 149.82K | +22.1% | $63.88M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 77 | AQR Capital Management ✦ | 149.82K | +22.1% | $63.88M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 78 | Cetera Investment Advisers | 148.87K | -0.2% | $63.48M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 79 | Franklin Resources Inc | 145.45K | +0.9% | $62.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Franklin Resources Inc | 145.45K | +0.9% | $62.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Franklin Resources Inc | 145.45K | +0.9% | $62.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Fifth Third Bancorp | 144.38K | -1.5% | $61.57M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 83 | Cerity Partners LLC | 127.83K | +2.6% | $54.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 84 | Cerity Partners LLC | 127.83K | +2.6% | $54.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 85 | Cerity Partners LLC | 127.83K | +2.6% | $54.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 86 | Cerity Partners LLC | 127.83K | +2.6% | $54.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 87 | Jones Financial Companies Lllp | 117.91K | +2.3% | $49.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Jones Financial Companies Lllp | 117.91K | +2.3% | $49.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Commonwealth Equity Services, Llc | 108.57K | -1.4% | $46.29M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 90 | Osaic Holdings, Inc. | 98.87K | -0.1% | $42.18M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 91 | Osaic Holdings, Inc. | 98.87K | -0.1% | $42.18M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 92 | Osaic Holdings, Inc. | 98.87K | -0.1% | $42.18M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 93 | Osaic Holdings, Inc. | 98.87K | -0.1% | $42.18M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 94 | Envestnet Asset Management Inc | 93.60K | -2.0% | $39.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Royal Bank Of Canada | 91.68K | +50.2% | $39.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Royal Bank Of Canada | 91.68K | +50.2% | $39.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Royal Bank Of Canada | 91.68K | +50.2% | $39.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Royal Bank Of Canada | 91.68K | +50.2% | $39.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Royal Bank Of Canada | 91.68K | +50.2% | $39.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Mariner, LLC | 90.54K | -1.4% | $38.61M | 0.0% | ▼ Trim | 3 | 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: Q2 2026 ·
Methodology ·
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