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 908 institutions that hold shares in the stock, with a total of 26.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
5,341
shares
|
$1.91 Million
0.1% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
5,315
shares
|
$1.9 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
5,302
shares
|
$1.9 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
5,290
shares
|
$1.89 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
5,275
shares
|
$1.89 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,244
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
5,206
shares
|
$1.86 Million
0.21% of portfolio
|
Q4 2023
Reduced 1.05%
|
|
|
Kilter Howling LLC
Boulder, CO |
May 14, 2025 Q1 2025 |
5,203
shares
|
$1.86 Million
1.08% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
5,180
shares
|
$1.85 Million
0.27% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
5,127
shares
|
$1.83 Million
1.48% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
5,066
shares
|
$1.81 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
5,051
shares
|
$1.81 Million
0.39% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Cohen Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
5,037
shares
|
$1.8 Million
0.29% of portfolio
|
Q2 2025
Reduced 14.44%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
5,005
shares
|
$1.79 Million
0.12% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,855
shares
|
$1.74 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
4,842
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Reduced 71.39%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
4,833
shares
|
$1.73 Million
0.84% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
4,813
shares
|
$1.72 Million
0.02% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
4,786
shares
|
$1.71 Million
0.13% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
4,675
shares
|
$1.67 Million
0.24% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
4,670
shares
|
$1.67 Million
0.71% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
4,649
shares
|
$1.66 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2025 Q1 2025 |
4,614
shares
|
$1.65 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
4,559
shares
|
$1.63 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.81%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
4,508
shares
|
$1.61 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.79%
|