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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,838
shares
|
$2.8 Million
0.39% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
7,773
shares
|
$2.78 Million
0.71% of portfolio
|
Q2 2025
Reduced 30.24%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
7,673
shares
|
$2.74 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
7,633
shares
|
$2.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
7,507
shares
|
$2.68 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
7,381
shares
|
$2.64 Million
0.68% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
7,326
shares
|
$2.62 Million
1.73% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
7,133
shares
|
$2.55 Million
2.21% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,075
shares
|
$2.53 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
6,951
shares
|
$2.49 Million
0.03% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
6,816
shares
|
$2.44 Million
0.1% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
6,813
shares
|
$2.44 Million
0.02% of portfolio
|
Q1 2025
Added 11.4%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
6,787
shares
|
$2.43 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,700
shares
|
$2.4 Million
0.54% of portfolio
|
Q2 2023
Reduced 13.27%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
6,690
shares
|
$2.39 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
6,676
shares
|
$2.39 Million
0.13% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
6,585
shares
|
$2.35 Million
0.1% of portfolio
|
Q1 2025
Added 283.52%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,580
shares
|
$2.35 Million
0.15% of portfolio
|
Q4 2024
Reduced 57.23%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
6,575
shares
|
$2.35 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
6,525
shares
|
$2.33 Million
1.05% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
6,491
shares
|
$2.32 Million
0.95% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
6,464
shares
|
$2.31 Million
0.05% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
6,413
shares
|
$2.29 Million
1.01% of portfolio
|
Q2 2022
Added 1.42%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
6,392
shares
|
$2.29 Million
0.09% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
6,380
shares
|
$2.28 Million
1.36% of portfolio
|
Q2 2025
New holding
|