IWV · iShares Russell 3000 ETF ETF
$438.10
-1.44 (-0.33%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $101,738,612
Total Shares: 238,599
Institutional Ownership Trend
18 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
90.6%
+34.8 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
8,292
Highly concentrated+3,223
Quarterly Activity
vs Mar 31, 2026
New
4
Increased
0
Decreased
0
Sold Out
2
Unchanged
0
Holder count:
+2
Institutional value:
+2478.3%
Shares held:
+2141.4%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 216,236 | $92,203,030 | |
| Mega CITADEL ADVISORS LLC | 21,108 | $9,000,451 | |
| Small Alternative Investment Advisors, LLC. | 832 | $354,764 | |
| Mid Parkside Financial Bank & Trust | 423 | $180,367 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 5,948 | $2,204,804 | |
| Mid Dakota Wealth Management | 4,697 | $1,741,083 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC IWV | $92,203,030 | 90.63% | 216,236 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC IWV | $6,396,000 | 6.29% | 15,000 | Call | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC IWV | $2,174,640 | 2.14% | 5,100 | Put | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC IWV | $429,811 | 0.42% | 1,008 | Shares | 2026-09-02 | |
| Small Alternative Investment Advisors, LLC. IWV | $354,764 | 0.35% | 832 | Shares | 2026-08-31 | |
| Mid Parkside Financial Bank & Trust Bank IWV | $180,367 | 0.18% | 423 | Shares | 2026-09-04 |