Stock ownership · SEC 13F · Q4 2025
ISHARES RUSSELL 3000 ETF
Institutional ownership of ISHARES RUSSELL 3000 ETF (CUSIP 464287689) - who holds it, how concentrated it is, and what moved last quarter.
- $1.4M
- Reported value
- 5
- Institutions
- 100%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, ISHARES RUSSELL 3000 ETF ranks #721 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 5 institutions report $1.4M as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 5
- institutions hold it
- $1.4M
- reported 13F value
- 100%
- held by top 5
- #721
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, ISHARES RUSSELL 3000 ETF ranks #721 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 464287689 · Q4 2025 $1M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-LIGHT #721/775
- HOLDERS-FOCUS 5 filers
- CONC-DOM 100% top-5
- PHOTO-FINISH VODAFONE GROUP NEW F
- ACTIVITY-MID 5 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: VODAFONE GROUP PLC NEW F
Read with: Ownership concentration guide - ISHARES RUSSELL 3000 ETF's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · ISHARES RUSSELL 3000 ETF
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a ISHARES RUSSELL 3000 ETF position has risen from 1 to 5 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Alternative Investment Advisors, LLC. | 1,070 | $414K | 29.5% |
| 2 | WLTH Capital Management, LLC | 1,018 | $395K | 28.2% |
| 3 | Anchor Investment Management, LLC | 769 | $298K | 21.2% |
| 4 | Stone Wealth Partners | 596 | $231K | 16.5% |
| 5 | MidFirst Bank | 166 | $64K | 4.6% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ISHARES RUSSELL 3000 ETF's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (5)
Complete exits (6)
Frequently Asked Questions
How many institutions hold ISHARES RUSSELL 3000 ETF?▼
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Who is the largest institutional holder of ISHARES RUSSELL 3000 ETF?▼
Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for ISHARES RUSSELL 3000 ETF: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($1.4M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (5 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.