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 |
|---|---|---|---|---|---|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
4,428
shares
|
$1.58 Million
0.11% of portfolio
|
Q1 2025
Added 202.67%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
4,418
shares
|
$1.58 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
4,388
shares
|
$1.57 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
4,329
shares
|
$1.55 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,311
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 89.28%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
4,280
shares
|
$1.53 Million
0.04% of portfolio
|
Q2 2025
Added 23.45%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,252
shares
|
$1.52 Million
0.02% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
4,249
shares
|
$1.52 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,235
shares
|
$1.51 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
4,221
shares
|
$1.51 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
4,190
shares
|
$1.5 Million
0.04% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
4,178
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
4,147
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,085
shares
|
$1.46 Million
0.02% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
4,032
shares
|
$1.44 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,030
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
4,023
shares
|
$1.44 Million
0.14% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
4,000
shares
|
$1.43 Million
0.2% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
3,912
shares
|
$1.4 Million
0.04% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
3,910
shares
|
$1.4 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
3,899
shares
|
$1.39 Million
0.08% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
3,893
shares
|
$1.39 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,887
shares
|
$1.39 Million
0.03% of portfolio
|
Q4 2023
Reduced 3.67%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
3,882
shares
|
$1.39 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
3,872
shares
|
$1.38 Million
0.05% of portfolio
|
Q1 2025
Added 13.02%
|