Institutional Ownership Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV). We have compiled data on the 902 institutions that hold shares in the stock, with a total of 26.5 Million shares, which have been reported (via 13F filing form) to have a value of $8.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
1,902,762
shares
|
$637 Million
7.73% of portfolio
|
Q1 2025
Added 9.02%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,160,653
shares
|
$389 Million
0.03% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
1,132,352
shares
|
$379 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,033,687
shares
|
$346 Million
0.01% of portfolio
|
Q2 2024
Added 7.91%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
918,200
shares
|
$307 Million
0.05% of portfolio
|
Q1 2025
Added 46.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
794,482
shares
|
$266 Million
0.02% of portfolio
|
Q1 2025
Reduced 22.01%
|
|
|
Unc Management Company, Inc.
Chapel Hill, NC |
May 15, 2025 Q1 2025 |
577,129
shares
|
$193 Million
19.65% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
575,186
shares
|
$193 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
536,971
shares
|
$180 Million
10.46% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
501,659
shares
|
$168 Million
0.06% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
466,979
shares
|
$156 Million
0.33% of portfolio
|
Q3 2023
Reduced 28.11%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
438,331
shares
|
$147 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
388,557
shares
|
$130 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
365,204
shares
|
$122 Million
7.78% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
333,439
shares
|
$112 Million
0.06% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
308,661
shares
|
$103 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
299,027
shares
|
$100 Million
0.24% of portfolio
|
Q1 2025
Added 26.01%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
295,435
shares
|
$98.9 Million
18.94% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
294,156
shares
|
$98.5 Million
0.39% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
271,888
shares
|
$91 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.37%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
255,410
shares
|
$85.5 Million
0.14% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
252,872
shares
|
$84.7 Million
9.47% of portfolio
|
Q1 2025
Reduced 17.64%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
239,721
shares
|
$80.3 Million
0.88% of portfolio
|
Q3 2023
Added 3.38%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
233,983
shares
|
$78.4 Million
7.17% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
211,735
shares
|
$70.9 Million
0.16% of portfolio
|
Q1 2025
Added 3.93%
|