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IWV — ISHARES RUSSELL 3000 ETF

Reported value held$3.51B
Funds holding (latest)22
Sector—
Funds holding (Q2 2026)19
Institutional value$3.49B · 8.19M sh
New / Add / Cut / Exit3 / 5 / 8 / 0
Top-5 / Top-10 concentration70.8% / 92.2%
Institutional holdings change Reducing -5.9% (-515.88K sh)
Institutional value change Up +8.2%

As of Q2 2026, 19 SEC-registered investment managers reported holding IWV (ISHARES RUSSELL 3000 ETF) in their latest 13F filings, with a combined reported value of $3.49B across 8.19M shares. That is -5.9% by share count (-515.88K shares) versus the previous quarter, while reported value moved +8.2%. Ownership is concentrated: the five largest holders account for 70.8% of reported value and the top ten for 92.2%.

Compared with the prior quarter, 3 opened new positions, 5 added to existing stakes, 8 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Goldman Sachs Group history Q2 2026 1.96M $835.77M 0.08% Add
Morgan Stanley history Q2 2026 1.16M $492.61M 0.03% Reduce
BlackRock Inc history Q2 2026 1.00M $428.32M 0.01% Reduce
Northern Trust Corp history Q2 2026 993.51K $423.63M 0.05% Reduce
Bank of America Corp history Q2 2026 680.04K $289.97M 0.02% Reduce
JPMorgan Chase & Co history Q2 2026 480.00K $203.12M 0.02% New
PNC Financial Services history Q2 2026 348.82K $148.74M 0.07% Add
BNY Mellon history Q2 2026 331.52K $141.36M 0.02% Reduce
Fidelity Management & Research (FMR) history Q2 2026 301.85K $128.71M 0.01% Reduce
UBS Group AG history Q2 2026 295.89K $126.17M 0.02% Hold
Wells Fargo & Co history Q2 2026 244.35K $104.19M 0.02% Reduce
AQR Capital Management history Q2 2026 149.82K $63.88M 0.02% Add
Franklin Resources history Q2 2026 145.45K $62.02M 0.01% Add
Citigroup Inc history Q2 2026 52.07K $22.20M 0.01% Add
Vanguard Group history Q4 2025 24.81K $9.60M 0.00% Hold
Two Sigma Investments history Q4 2024 27.70K $9.26M 0.02% New
Citadel Advisors history Q2 2026 21.11K $9.00M 0.00% Reduce
Renaissance Technologies history Q2 2026 13.52K $5.76M 0.01% New
Prudential Financial history Q2 2026 7.44K $3.17M 0.00% Hold
Balyasny Asset Management history Q1 2025 3.02K $958.64K 0.00% New

View all 22 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Goldman Sachs Group 642.74K 631.73K 656.89K 655.92K 663.93K 650.76K 683.12K 708.50K 718.53K 743.88K 658.19K 729.20K 605.42K 628.62K 918.20K 1.63M 1.44M 1.53M 1.70M 1.96M
Morgan Stanley 734.95K 882.28K 886.78K 1.05M 700.77K 927.62K 1.13M 1.04M 1.22M 1.26M 1.22M 1.22M 1.07M 1.14M 1.16M 1.28M 1.31M 1.28M 1.32M 1.16M
BlackRock Inc — — — — — — — — — — — — 744.08K 792.16K 916.76K 1.20M 1.38M 1.45M 1.80M 1.00M
Northern Trust Corp 1.05M 1.18M 1.09M 1.15M 1.11M 1.12M 1.08M 1.06M 1.06M 1.12M 1.06M 1.08M 1.07M 1.15M 1.13M 1.05M 1.02M 1.02M 998.90K 993.51K
Bank of America Corp 842.46K 1.04M 901.95K 963.58K 1.02M 1.14M 951.06K 936.08K 956.90K 952.99K 932.80K 933.18K 944.33K 1.02M 794.48K 703.27K 654.94K 829.25K 923.53K 680.04K
JPMorgan Chase & Co 262.30K 262.86K 270.30K 254.84K 263.30K 274.23K 278.28K 322.86K 260.18K 946.52K 624.03K 529.76K 451.72K 603.98K 575.19K 535.96K 517.59K 474.05K — 480.00K
PNC Financial Services 319.96K 280.94K 299.75K 294.65K 305.04K 320.08K 307.25K 294.05K 285.10K 273.97K 292.64K 326.69K 309.17K 319.68K 333.44K 347.72K 349.41K 346.06K 335.78K 348.82K
BNY Mellon 713.46K 717.80K 681.48K 693.40K 683.70K 781.87K 753.34K 746.88K 736.38K 739.95K 728.09K 721.48K 322.38K 308.80K 319.07K 363.29K 349.98K 351.06K 338.63K 331.52K
Fidelity Management & Research (FMR) 24.56K 25.25K 26.20K 26.27K 32.33K 191.75K 34.66K 43.13K 42.58K 43.76K 47.16K 51.74K 52.58K 65.32K 222.47K 281.45K 396.21K 394.29K 387.95K 301.85K
UBS Group AG 561.10K 553.89K 546.76K 550.55K 569.24K 574.14K 507.16K 516.96K 490.99K 457.04K 452.01K 451.78K 430.12K 443.10K 438.33K 425.78K 396.76K 382.08K 296.20K 295.89K
Wells Fargo & Co 301.40K 242.61K 205.26K 208.99K 203.97K 270.08K 175.29K 200.86K 202.68K 211.84K 182.26K 172.00K 234.56K 310.27K 271.89K 264.56K 265.58K 295.44K 252.36K 244.35K
AQR Capital Management — — — — — — — — — — 667 3.51K 1.81K 7.06K 8.15K 24.01K 81.28K 103.65K 122.66K 149.82K
Franklin Resources 114.21K 117.75K 114.59K 124.68K 120.00K 120.27K 121.54K 122.69K 138.88K 143.26K 144.79K 136.77K 134.17K 119.63K 134.03K 135.90K 135.14K 135.04K 144.14K 145.45K
Citigroup Inc 12.57K 12.13K 25.31K 33.09K 35.91K 35.58K 36.05K 34.56K 33.78K 33.66K 33.83K 35.51K 35.50K 34.82K 36.71K 43.32K 43.91K 44.68K 46.96K 52.07K
Citadel Advisors 96.67K 30.10K 43.21K 48.09K 49.92K 66.80K 35.21K 7.88K 11.45K 5.80K 6.78K 18.44K — 600 13.23K 6.56K 5.86K 6.73K 27.57K 21.11K
Renaissance Technologies 3.00K 10.00K — — — — — 7.90K 5.70K 6.60K 9.70K 7.50K 5.70K 11.30K 3.80K 6.10K 6.30K 7.68K — 13.52K
Prudential Financial 14.37K 14.37K 14.37K 14.37K 15.61K 16.12K 9.23K 9.23K 9.36K 10.16K 10.71K 12.20K 13.09K 13.08K 9.68K 19.36K 13.96K 6.98K 7.44K 7.44K
Millennium Management — — 1.57K 1.36K 3.99K — — 2.79K 3.69K 1.54K — 2.47K — — — — — — — 482
T. Rowe Price Associates — 764 764 — — — — — — 764 764 764 764 764 764 764 764 764 764 764
Vanguard Group — — — — — — — 25.71K 25.02K 25.02K 25.11K 24.80K 25.36K 25.36K 24.77K 24.81K 24.81K 24.81K — —

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