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 |
|---|---|---|---|---|---|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
6,328
shares
|
$2.26 Million
0.04% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
6,320
shares
|
$2.26 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
6,306
shares
|
$2.26 Million
0.01% of portfolio
|
Q1 2025
Added 27.21%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
6,192
shares
|
$2.21 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
6,190
shares
|
$2.21 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
6,158
shares
|
$2.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
6,122
shares
|
$2.19 Million
0.0% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
6,090
shares
|
$2.18 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
6,080
shares
|
$2.17 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6,065
shares
|
$2.17 Million
0.08% of portfolio
|
Q2 2023
Reduced 7.39%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
5,833
shares
|
$2.09 Million
1.12% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,805
shares
|
$2.08 Million
0.01% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
5,790
shares
|
$2.07 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Nvest Financial, LLC
|
Apr 23, 2025 Q1 2025 |
5,661
shares
|
$2.02 Million
1.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
5,661
shares
|
$2.02 Million
0.82% of portfolio
|
Q1 2025
Reduced 16.75%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,658
shares
|
$2.02 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
5,634
shares
|
$2.01 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
5,557
shares
|
$1.99 Million
0.22% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
5,548
shares
|
$1.98 Million
0.26% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
5,544
shares
|
$1.98 Million
1.41% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
5,539
shares
|
$1.98 Million
0.45% of portfolio
|
Q4 2023
Reduced 3.48%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
5,537
shares
|
$1.98 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
5,503
shares
|
$1.97 Million
0.21% of portfolio
|
Q1 2025
Reduced 74.39%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
5,484
shares
|
$1.96 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
May 08, 2025 Q1 2025 |
5,460
shares
|
$1.95 Million
1.5% of portfolio
|
Q1 2025
New holding
|