Industry Distribution:

1. Information Technology: approx. 27%
2. Healthcare: approx. 14%
3. Financial Sector: approx. 13%

TOP 3 Markets:

1. United States: approx. 98%
2. Canada: approx. 1%
3. Other International Markets: approx. 1%

The iShares Russell 3000 ETF (IWV) tracks the Russell 3000 Index, which represents the entire U.S. stock market landscape. Therefore, the majority of revenues are generated in the United States. The industry distribution shows a strong presence of Information Technology, followed by Healthcare and the Financial Sector, which is typical for the U.S. market. The low international diversification reflects the focus on the U.S. market.

iShares Trust - iShares Russell 3000 ETF is an exchange-traded fund (ETF) and not a manufacturing company.

This ETF is managed by iShares, a brand of BlackRock, and aims to replicate the performance of the Russell 3000 Index. The Russell 3000 Index includes the 3000 largest publicly traded companies in the United States and represents about 98% of the total US stock market.

Being a financial fund, there are no physical products or production facilities. The fund invests in stocks of companies included in the Russell 3000 Index.

Strategy: Passive Investing

The iShares Russell 3000 ETF (IWV) follows a passive investment strategy. The goal of the ETF is to replicate the performance of the Russell 3000 Index. This index includes the 3000 largest publicly traded companies in the USA, covering approximately 98% of the investable US stock market.

As an ETF, the focus is not on active management or specific growth strategies, but on accurately replicating the underlying index. This allows investors to achieve broad diversification and a cost-effective way to participate in the entire US stock market.

The future growth strategy of the ETF depends on the overall performance of the US stock market, including factors such as economic growth, corporate earnings, and market trends.

Commodities/Materials: No direct imports

The iShares Russell 3000 ETF (IWV) is an exchange-traded fund that tracks the Russell 3000 Index. This index includes the 3000 largest publicly traded companies in the USA and represents about 98% of the investable US stock market.

Since IWV is an ETF, it does not directly import any commodities or materials. Instead, the fund invests in stocks of companies that may import commodities and materials. The specific commodities and the countries of origin depend on the companies included in the ETF, which operate in various sectors such as technology, healthcare, finance, and industry.

To obtain detailed information about commodity imports, one would need to analyze the annual reports of the individual companies in the ETF.

Market share iShares Russell 3000 ETF: approx. 10% in the ETF market (estimated, 2025)

Assets under management (AUM): approx. 30 billion USD (estimated, 2025)

The iShares Russell 3000 ETF (IWV) is a significant player in the ETF market, especially in the broad diversified US stock index sector. Its competitive advantage lies in the comprehensive coverage of the US stock market, as the Russell 3000 Index includes both large and small companies. This provides investors with broad diversification through a single investment.

Another advantage is its affiliation with the iShares family, managed by BlackRock, one of the largest asset managers globally. This gives the ETF access to extensive resources, economies of scale, and a strong brand presence.

Additionally, the ETF benefits from the increasing popularity of passive investment strategies that focus on cost-effective and broadly diversified products. The IWV is known for its low costs compared to actively managed funds, making it attractive to cost-conscious investors.

Overall, the competitive advantage of the iShares Russell 3000 ETF is strong, particularly due to its broad market presence, the support from BlackRock, and the growing demand for passive investment solutions.

Institutional Investor Share: Approximately 90% (estimated, based on historical data)

Insider Buys/Sells: No significant insider transactions known (As of 2023)

The iShares Russell 3000 ETF (IWV) is a broadly diversified fund that tracks the Russell 3000 Index. Due to its structure as an ETF and broad diversification, the institutional investor share is traditionally very high, often around 90%. This is because institutional investors such as pension funds and investment funds frequently use ETFs as a cost-effective way to achieve broad market exposure.

Insider buys or sells are less relevant for ETFs like IWV, as ETFs do not have traditional company structures with insiders. Instead, they reflect the movements of the underlying index values. Therefore, no significant insider transactions are expected.

Market share of iShares Russell 3000 ETF (IWV): 12% (estimated, 2025)

Top competitors and their market shares:

1. Vanguard Total Stock Market ETF (VTI): 15%
2. SPDR S&P 500 ETF Trust (SPY): 14%
3. iShares Core S&P 500 ETF (IVV): 13%
4. Vanguard S&P 500 ETF (VOO): 11%
5. Schwab U.S. Broad Market ETF (SCHB): 10%

The iShares Russell 3000 ETF (IWV) is a significant player in the broad US stock ETF market. Its market share of around 12% positions it strongly, but behind leading ETFs like the Vanguard Total Stock Market ETF (VTI) and the SPDR S&P 500 ETF Trust (SPY).

IWV's moat lies in its broad coverage of the entire US stock market, providing diversification that some investors prefer. Compared to competing ETFs, which often focus on specific indices like the S&P 500, IWV offers a more comprehensive market presence.

However, some of the competing ETFs, especially those from Vanguard and SPDR, have the advantage of lower expense ratios and a stronger brand presence, giving them a significant moat in terms of cost efficiency and recognition. This could be more attractive to cost-conscious investors and poses a challenge for IWV to maintain or expand its market share.

Assets under Management (AUM): $12.5 billion (2023)
Number of holdings: Over 3,000 (2023)
Annual expense ratio: 0.20% (2023)

The iShares Russell 3000 ETF (IWV) offers investors broad diversification across the entire US stock market, as it includes both large and small companies. With over 3,000 holdings, the ETF provides comprehensive market coverage, reducing the risk of individual stocks.

The annual expense ratio of 0.20% is moderate compared to other ETFs, making the fund a cost-effective way to invest in the US stock market. The $12.5 billion in assets under management indicates strong demand and liquidity, which is advantageous for investors.

Overall, the iShares Russell 3000 ETF could be a good investment for investors seeking long-term, diversified exposure to the US stock market without focusing on individual sectors or companies.

Dividend Yield: approximately 1.5% - 2.0% (estimated for 2025)

Dividend History: Regular payouts for several years

The iShares Russell 3000 ETF (IWV) regularly pays dividends to its investors. The dividend yield typically ranges from 1.5% to 2.0%, based on historical data and current market conditions.

The reliability of the payout is high as the ETF invests in a broad range of US stocks covering the entire market. This ensures a stable income base even if individual companies within the index may change their dividend policies.

The regular payout and fund diversification help provide investors with a continuous source of income.