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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,431
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
3,411
shares
|
$1.22 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
3,365
shares
|
$1.2 Million
0.05% of portfolio
|
Q1 2025
Added 30.63%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
3,363
shares
|
$1.2 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
3,348
shares
|
$1.2 Million
0.1% of portfolio
|
Q2 2025
Added 90.23%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
3,345
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2025
Added 152.45%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,342
shares
|
$1.2 Million
0.72% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
3,329
shares
|
$1.19 Million
0.5% of portfolio
|
Q2 2025
Reduced 48.71%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
3,319
shares
|
$1.19 Million
0.77% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
3,318
shares
|
$1.19 Million
0.33% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
3,313
shares
|
$1.18 Million
0.09% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,302
shares
|
$1.18 Million
0.1% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
3,280
shares
|
$1.17 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,270
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
3,239
shares
|
$1.16 Million
0.07% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,238
shares
|
$1.16 Million
0.03% of portfolio
|
Q1 2025
Reduced 30.9%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
3,189
shares
|
$1.14 Million
0.07% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
3,189
shares
|
$1.14 Million
0.31% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
3,180
shares
|
$1.14 Million
0.06% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
3,167
shares
|
$1.13 Million
0.05% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
3,167
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Added 251.11%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
3,138
shares
|
$1.12 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
3,119
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
3,110
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
3,098
shares
|
$1.11 Million
0.04% of portfolio
|
Q1 2025
Added 0.19%
|