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 902 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 $8.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
199,363
shares
|
$66.8 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
193,861
shares
|
$64.9 Million
13.85% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
189,946
shares
|
$63.6 Million
3.14% of portfolio
|
Q1 2025
Added 13.27%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
180,763
shares
|
$60.5 Million
3.15% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
165,850
shares
|
$55.5 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
165,631
shares
|
$55.5 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
165,520
shares
|
$55.4 Million
0.15% of portfolio
|
Q2 2023
Reduced 1.73%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
164,884
shares
|
$55.2 Million
0.34% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
159,847
shares
|
$53.5 Million
7.13% of portfolio
|
Q3 2022
Added 9.08%
|
|
|
Bank Of Nova Scotia
|
May 09, 2025 Q1 2025 |
159,700
shares
|
$53.5 Million
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
159,477
shares
|
$53.4 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
156,190
shares
|
$52.3 Million
0.62% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
154,840
shares
|
$51.9 Million
4.35% of portfolio
|
Q1 2025
Added 11.06%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
154,679
shares
|
$51.8 Million
4.02% of portfolio
|
Q1 2025
Reduced 9.62%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
148,807
shares
|
$49.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 24.81%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Apr 21, 2025 Q1 2025 |
143,120
shares
|
$47.9 Million
8.52% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
141,848
shares
|
$47.5 Million
0.02% of portfolio
|
Q1 2025
Added 16.59%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
137,881
shares
|
$46.2 Million
0.67% of portfolio
|
Q1 2025
Reduced 15.43%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
134,034
shares
|
$44.9 Million
0.01% of portfolio
|
Q1 2025
Added 12.04%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
130,295
shares
|
$43.6 Million
1.01% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
129,579
shares
|
$43.4 Million
9.41% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Wind River Trust CO
|
May 15, 2025 Q1 2025 |
124,692
shares
|
$41.8 Million
16.99% of portfolio
|
Q4 2022
Reduced 0.08%
|
|
|
Strategic Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
122,201
shares
|
$40.9 Million
15.6% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
120,997
shares
|
$40.5 Million
0.09% of portfolio
|
Q1 2025
Added 104.3%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
120,882
shares
|
$40.5 Million
0.02% of portfolio
|
Q1 2025
Added 15.59%
|