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 910 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 $9.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
11,648
shares
|
$4.17 Million
1.33% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
11,608
shares
|
$4.15 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
11,520
shares
|
$4.12 Million
0.58% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,510
shares
|
$4.12 Million
0.7% of portfolio
|
Q1 2023
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
11,211
shares
|
$4.01 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
11,127
shares
|
$3.98 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
10,811
shares
|
$3.87 Million
1.01% of portfolio
|
Q3 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
10,799
shares
|
$3.86 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
10,671
shares
|
$3.82 Million
0.23% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
10,654
shares
|
$3.81 Million
0.82% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
10,375
shares
|
$3.71 Million
0.36% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
10,372
shares
|
$3.71 Million
0.04% of portfolio
|
Q1 2025
Reduced 59.17%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
10,353
shares
|
$3.7 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
10,285
shares
|
$3.68 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
9,996
shares
|
$3.57 Million
0.12% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
9,881
shares
|
$3.53 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
May 15, 2025 Q1 2025 |
9,793
shares
|
$3.5 Million
1.79% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
9,766
shares
|
$3.49 Million
0.4% of portfolio
|
Q3 2022
Added 11.07%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
9,738
shares
|
$3.48 Million
0.09% of portfolio
|
Q4 2023
Added 0.1%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
9,702
shares
|
$3.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
9,680
shares
|
$3.46 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.99%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
9,679
shares
|
$3.46 Million
1.74% of portfolio
|
Q3 2022
Reduced 1.03%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
9,608
shares
|
$3.44 Million
0.1% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
9,444
shares
|
$3.38 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
9,394
shares
|
$3.36 Million
0.36% of portfolio
|
Q2 2025
Reduced 11.58%
|