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 945 institutions that hold shares in the stock, with a total of 26.8 Million shares, which have been reported (via 13F filing form) to have a value of $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
7,315
shares
|
$2.78 Million
0.04% of portfolio
|
Q3 2025
Reduced 26.08%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
7,228
shares
|
$2.75 Million
0.62% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 15, 2025 Q3 2025 |
7,137
shares
|
$2.72 Million
1.77% of portfolio
|
Q3 2025
Reduced 32.31%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
7,040
shares
|
$2.68 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,700
shares
|
$2.55 Million
0.54% of portfolio
|
Q2 2023
Reduced 13.27%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
6,690
shares
|
$2.55 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
6,609
shares
|
$2.51 Million
0.05% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,580
shares
|
$2.5 Million
0.15% of portfolio
|
Q4 2024
Reduced 57.23%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
6,575
shares
|
$2.5 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
6,559
shares
|
$2.5 Million
0.69% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
6,413
shares
|
$2.44 Million
1.01% of portfolio
|
Q2 2022
Added 1.42%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
6,403
shares
|
$2.44 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
6,380
shares
|
$2.43 Million
1.32% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
6,335
shares
|
$2.41 Million
0.09% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
6,331
shares
|
$2.41 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
6,300
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
6,282
shares
|
$2.39 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
6,231
shares
|
$2.37 Million
1.01% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
6,208
shares
|
$2.36 Million
0.11% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
6,192
shares
|
$2.36 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
6,192
shares
|
$2.36 Million
0.05% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6,065
shares
|
$2.31 Million
0.08% of portfolio
|
Q2 2023
Reduced 7.39%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
6,038
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
5,910
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 41.94%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
5,907
shares
|
$2.25 Million
0.12% of portfolio
|
Q2 2025
Reduced 11.52%
|
|