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iShares Russell 3000 ETF - IWV

iShares Russell 3000 ETF - IWV

Profile

Data Providers

Quote

  • nav ($)
    170.64
  • nav change
    1.59 / 0.9%
(As of Tuesday June 25, 2019)

Overview

  • distribution channel

    Institutional

  • ticker

    IWV

  • category

    Multi-Cap Core Funds

  • management type

    Index

  • total assets

    $8.88B

Read description

Fund Scorecard

assets
$9B
Great
flows
$138M
Great
fees
0.20%
Lowest
turnover
4%
Lowest
performance
7.58%
Average
manager tenure
7.2
Average

Advisors Using This Fund

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Holders

ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary

holder
Capital Analysts, Inc.
Ghp Investment Advisors, Inc.

Parametric Portfolio Associates Llc

Strategic Investment Management, Llc
Smith, Salley & Associates
Hightower Advisors, Llc
Van Hulzen Asset Management, Llc
Cls Investments, Llc
Alexandria Capital, Llc
Raymond James & Associates
Mariner Wealth Advisors, Llc
Rehmann Capital Advisory Group
Blue Fin Capital, Inc.

Umb Bank N A/mo

Patten Group, Inc.
Paracle Advisors, Llc

Suntrust Banks Inc

Fifth Third Bancorp

Goldstein Munger & Associates
Sawtooth Asset Management, Inc.

Fiduciary Trust Co

Ep Wealth Advisors, Inc.
National Planning Corp
General Re New England Asset Management Inc
Lowe Fs, Llc

First Hawaiian Bank

Tiaa Cref Trust Co Fsb/mo

Lpl Financial Llc
Becker Capital Management Inc
Raymond James Financial Services Advisors, Inc.

Fulton Bank, N.a.

Cb&t Wealth Management
Etf Portfolio Partners, Inc.

Ameriprise Financial Inc

Neuberger Berman Group Llc
Baird Financial Group, Inc.

State Board Of Administration Of Florida Retirement System

Sei Investments Co

Bronfman E.l. Rothschild, L.p.

Reinhart Partners, Inc.
Assetmark, Inc
Frontier Wealth Management Llc
Commonwealth Equity Services, Inc

Washington Trust Co

Keybank National Association/oh

Inverness Counsel Inc /ny/
Hoxton Financial, Inc.
Weitz Investment Management, Inc.

Horizon Kinetics Llc

Fund Evaluation Group, Llc
Brown Advisory Inc

M&t Bank Corp

St. Louis Trust Co

Burt Wealth Advisors
Integrated Wealth Management

Susquehanna International Group, Llp

Ballentine Partners, Llc
Glenhill Advisors Llc
Aspiriant, Llc
Roble, Belko & Company, Inc

High Falls Advisors, Inc

Johnson Investment Counsel Inc
Buckingham Asset Management, Llc

Ausdal Financial Partners, Inc.

Millennium Management Llc
Cahill Financial Advisors Inc

American International Group Inc

Cordasco Financial Network
Concert Wealth Management Inc.
Sigma Investment Management Co
Milestone Group, Inc.
Sol Capital Management Co

Parkside Financial Bank & Trust

Massmutual Trust Co Fsb/adv

Trust Co

Bb&t Corp
Investors Capital Advisory Services

Bryn Mawr Trust Co

Calamos Wealth Management Llc
Northern Trust Corp
Thompson Davis & Co., Inc.
Catawba Capital Management /va
Shamrock Asset Management Llc
Jnba Financial Advisors
Insight Capital Research & Management Inc

Ifp Advisors, Inc

Putnam Fl Investment Management Co
Harfst & Associates, Inc.

Ladenburg Thalmann Financial Services Inc

Comerica Bank

Vantage Investment Advisors, Llc
Northstar Investment Advisors Llc
Morgan Stanley
Sterling Capital Management Llc

Retirement Planning Group

Manchester Capital Management Llc
Hanson & Doremus Investment Management

Credit Suisse Ag/

Iberiabank Corp
Sonata Capital Group Inc

Bremer Trust National Association

Wells Fargo & Company/mn

Sg Americas Securities, Llc

Cetera Advisors Llc
Linscomb & Williams, Inc.
Diversified Portfolios, Inc.

Royal Bank Of Canada

Fiera Capital Corp

Goldman Sachs Group Inc

State Street Corp

Citigroup Inc
Ameritas Investment Partners, Inc.
Fort Washington Investment Advisors Inc /oh/

Chemical Bank

Rinet Co Llc
Waldron, Lp
One Capital Management, Llc
Madden Advisory Services, Inc.

Pitcairn Co

United Bank, Inc.

Glassman Wealth Services

Bessemer Group Inc

Pinnacle Summer Investments, Inc.

Segall Bryant & Hamill, Llc

Wms Partners, Llc

Compass Financial Group, Inc.

Athena Capital Advisors Llc
Argi Investment Services, Llc
Keel Point, Llc
Geneva Advisors, Llc
Sanctuary Wealth Advisors, Llc
Jmg Financial Group, Ltd.
Westend Advisors, Llc
Columbia Partners L L C Investment Management

Mufg Americas Holdings Corp

Sheets Smith Wealth Management Inc
Private Advisor Group, Llc
Riverpoint Capital Management, Llc

Manufacturers Life Insurance Company, The

Bkd Wealth Advisors, Llc
Hollencrest Securities Llc

Dempze Nancy E

Delta Asset Management Llc/tn

Pnc Financial Services Group, Inc.

Stifel Financial Corp
Capital Directions Investment Advisors, Llc
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Winslow, Evans & Crocker, Inc.
Great Lakes Advisors Llc
Birch Hill Investment Advisors Llc

South State Corp

Bank Of America Corp /de/

Jackson Wealth Management, Llc
Eaton Vance Management
Us Financial Advisors, Llc
Veritable, L.p.
Brinker Capital Inc

Northwestern Mutual Wealth Management Co

Sentinel Trust Co Lba

Brighton Jones Llc
Round Table Services, Llc
Us Bancorp \de\
Blackrock Inc.
Greenwood Capital Associates Llc
Filament Llc
Wealthcare Capital Management Llc

Asset Dedication, Llc

Hugh Johnson Advisors Llc
Vaughan David Investments Inc/il

Fort Pitt Capital Group, Llc

Wilbanks Smith & Thomas Asset Management Llc
Symons Capital Management Inc
Duncker Streett & Co Inc

Ubs Group Ag

Davis Selected Advisers
Creative Planning

Consolidated Investment Group Llc

Blair William & Co/il
Regal Investment Advisors Llc
Bks Advisors, Llc
Osterweis Capital Management Inc
Ipswich Investment Management Co., Inc.

Synovus Financial Corp

Cornerstone Advisors, Inc.
Private Ocean, Llc
Truepoint, Inc.

Franklin Resources Inc

Metlife Securities, Inc

Gam Holding Ag

Penobscot Investment Management Company, Inc.

Stairway Partners, Llc

Whittier Trust Co

Stokes & Hubbell Capital Management, Llc
Teachers Advisors Inc
Capstone Financial Advisors, Inc.

Tiedemann Wealth Management, Llc

Fdx Advisors, Inc.
Silvercrest Asset Management Group Llc
Lateef Investment Management, L.p.
Eubel Brady & Suttman Asset Management Inc

Bbva Compass Bancshares, Inc

Aqr Capital Management Llc

Private Bank & Trust Co

Kayne Anderson Rudnick Investment Management Llc

Hl Financial Services Llc

Federated Investors Inc /pa/

Mission Wealth Management, Llc
First Heartland Consultants, Inc.

Jones Financial Companies Lllp

Girard Securities, Inc.

Ftb Advisors, Inc.
Camarda Financial Advisors, Llc

Threshold Group Llc

Jane Street Group, Llc

First Business Financial Services, Inc.

Forward Management, Llc

Cape Cod Five Cents Savings Bank

Stephens Inc /ar/
Evanson Asset Management, Llc
Jfs Wealth Advisors, Llc

Bank Of New York Mellon Corp

Financial Counselors Inc

Kistler-Tiffany Companies, Llc
Jpmorgan Chase & Co
Rmb Capital Management, Llc
Voya Financial Advisors, Inc.
Mcf Advisors Llc

Whittier Trust Co Of Nevada Inc

O'shaughnessy Asset Management, Llc
Savant Capital, Llc
Asset Advisors Corp
Davidson D A & Co
Simply Money Advisors
Tortoise Investment Management, Llc
Huntington Steele Llc
Baker Avenue Asset Management, Lp

Allegis Investment Advisors, Llc

Finemark National Bank & Trust

Cliftonlarsonallen Wealth Advisors, Llc
Bb&t Securities, Llc

Huntington National Bank

Quadrant Capital Group Llc
United Capital Financial Advisers, Llc
Court Place Advisors, Llc

Kalos Management, Inc.

Scs Capital Management Llc
Winfield Associates, Inc.
Fmr Llc
Evensky & Katz Llc
Wetherby Asset Management Inc
Gibson Capital, Llc
Cambridge Investment Research Advisors, Inc.
Davidson Investment Advisors
Twin Focus Capital Partners, Llc
Grubman Wealth Management
Balentine Llc
Captrust Financial Advisors
North Forty Management, Llc
Blue Edge Capital, Llc

Aviva Plc

Babson Capital Management Llc
Ferguson Wellman Capital Management, Inc
Planning Alternatives Ltd /adv
Wfg Advisors, Lp

Commerce Bank

Advisory Services Network, Llc

First Mercantile Trust Co

Glenmede Trust Co Na
Victory Capital Management Inc
Regis Management Co Llc

Amalgamated Bank

Cranbrook Wealth Management, Llc
Comerica Securities Inc

Hsbc Holdings Plc

Wealth Architects, Llc
Argentus Capital Management, Llc
Tanglewood Wealth Management, Inc.
Salient Capital Advisors, Llc

Ubs Global Asset Management Americas Inc

Prospera Financial Services Inc

Moisand Fitzgerald Tamayo, Llc

Chesley Taft & Associates Llc/il

Dubuque Bank & Trust Co

Hochman Cole Investment Advisors, Inc.

Gupta Wealth Management Llc
Congress Asset Management Co /ma
Steinberg Asset Management Llc
Wade G W & Inc

Diamond Hill Capital Management Inc

Polaris Wealth Advisers, Llc
Norris Perne & French Llp/mi
Balasa Dinverno & Foltz Llc
Zacks Investment Management

Regions Financial Corp

Gm Advisory Group, Inc.
Retirement Design & Management Inc /adv
Cetera Advisor Networks Llc
Schmidt P J Investment Management Inc

Central Trust & Investment Co

Evercore Wealth Management, Llc

Halbert, Hargrove/russell Llc
Mccutchen Group Llc
New York Life Investment Management Llc
Davis R M Inc
Prudential Financial Inc
Tci Wealth Advisors, Inc.
Blackrock Investment Management, Llc
First Republic Investment Management, Inc.
Envestnet Asset Management Inc
First Allied Advisory Services, Inc.
Bartlett & Co. Llc
    Filing period ending Dec. 31, 2015

    Assets

    Net Assets

    Total Net Assets

    $8.88B

    (Through May 2019)
    There is no Assets data available to display at this time.

    Flows

    Net Flows

    1 Year Net Flows

    $137.95M

    (Through Feb 2017)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

    Fees

    Fee Comparison

    expense ratio

    0.20%

    Lowest
    There is no Fee data available to display at this time.

    Turnover

    turnover

    4%

    Lowest
    There is no Turnover data available to display at this time.

    Performance

    Growth of 10k

    1 Year Return

    7.58%

    There is no Performance data available to display at this time.
    Peer Group consists of 744 Multi-Cap Core Funds funds distributed through Institutional channels.

    Risk

    Standard Deviation ¹ 3.42
    Sharpe Ratio ² 0.85
    R-Squared ³ 0.99
    Beta ³ 1.03
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    YTD
    1y
    3y
    5y
    [rank] out of [[total]]
    Multi-Cap Core Funds

    [[percentile|ordinalNumber]]

    percentile

    N/A

    There is no Rank in Category data available to display at this time

    Managers

    Current Fund Managers

    • Greg Savage

      01-01-2008 - present
    • Diane Hsiung

      01-01-2008 - present
    • Jennifer Hsui

      01-01-2011 - present
    • Matthew Goff

      01-01-2013 - present