13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
IWV

ISHARES RUSSELL 3000 ETF

932 institutions still hold ISHARES RUSSELL 3000 ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287689·Exchange Traded Fund·932 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.4%
vs prior quarter
13F value held
$5.3B
68.0% inst. owned
of float
Holders
932
+101 QoQ
filers reporting
Activity
+8 / −110
+933 added · −792 reduced
this quarter
Concentration
13.13%
SCS Capital Management LLC #1
top holder share
AI Holders Summary · Q1 2026

932 institutions reported IWV in Q1 2026. SCS Capital Management LLC leads at 13.1% of the visible book. +101 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
SCS Capital Management LLC
CIK 0001303159
$692M1.9M7.33%Q1 202602
BlackRock, Inc.
CIK 0002012383
$667M1.8M0.01%Q1 202603
GOLDMAN SACHS GROUP INC
CIK 0000886982
$631M1.7M0.07%Q1 202604
MORGAN STANLEY
CIK 0000895421
$488M1.3M0.03%Q1 202605
NORTHERN TRUST CORP
CIK 0000073124· Index
$370M999K0.05%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$342M924K0.03%Q1 202607
American Family Investments, Inc.
CIK 0002029723
$313M844K8.22%Q1 202608
Pitcairn Wealth Advisors LLC
CIK 0002089089
$196M507K18.07%Q1 202609
JPMORGAN CHASE & CO
CIK 0000019617
$171M476K0.01%Q1 202610
LPL Financial LLC
CIK 0001403438
$170M457K0.04%Q1 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$148M399K0.03%Q1 202612
FMR LLC
CIK 0000315066
$144M388K0.01%Q1 202613
Focus Partners Wealth
CIK 0001542153
$141M364K0.16%Q4 202514
Bank of New York Mellon Corp
CIK 0001390777
$126M339K0.02%Q1 202615
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$123M319K0.07%Q4 202516
HighTower Advisors, LLC
CIK 0001462245
$118M318K0.13%Q1 202617
UBS Group AG
CIK 0001610520
$110M296K0.02%Q1 202618
TLWM
CIK 0001732537
$109M294K19.65%Q1 202619
Gotham Asset Management, LLC
CIK 0001510387
$107M289K0.33%Q1 202620
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$102M276K0.15%Q1 2026
Page 1 of 47
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