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 |
|---|---|---|---|---|---|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
9,387
shares
|
$3.36 Million
0.37% of portfolio
|
Q1 2025
Added 207.27%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
9,377
shares
|
$3.35 Million
1.34% of portfolio
|
Q1 2025
Reduced 19.93%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
9,366
shares
|
$3.35 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
9,363
shares
|
$3.35 Million
0.38% of portfolio
|
Q1 2021
Added 1.56%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
9,261
shares
|
$3.31 Million
1.43% of portfolio
|
Q1 2025
Reduced 11.12%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
9,197
shares
|
$3.29 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
9,149
shares
|
$3.27 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
9,094
shares
|
$3.25 Million
1.79% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
9,066
shares
|
$3.24 Million
0.56% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
8,993
shares
|
$3.22 Million
0.4% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
8,967
shares
|
$3.21 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
8,958
shares
|
$3.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.08%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
8,821
shares
|
$3.15 Million
0.14% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
8,757
shares
|
$3.13 Million
1.7% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
8,754
shares
|
$3.13 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,657
shares
|
$3.1 Million
1.68% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
8,613
shares
|
$3.08 Million
1.03% of portfolio
|
Q2 2025
Added 40.39%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,564
shares
|
$3.06 Million
0.05% of portfolio
|
Q3 2022
Reduced 21.13%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
8,445
shares
|
$3.02 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
8,421
shares
|
$3.01 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
8,152
shares
|
$2.92 Million
0.0% of portfolio
|
Q1 2025
Added 15.52%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
8,090
shares
|
$2.89 Million
0.02% of portfolio
|
Q1 2025
Reduced 77.28%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
7,964
shares
|
$2.85 Million
0.08% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
7,911
shares
|
$2.83 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
7,902
shares
|
$2.83 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.85%
|