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 |
|---|---|---|---|---|---|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
783
shares
|
$280,008
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
783
shares
|
$280,008
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
777
shares
|
$277,862
0.01% of portfolio
|
Q1 2025
Added 14.77%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
776
shares
|
$277,505
0.0% of portfolio
|
Q1 2025
Reduced 77.32%
|
|
|
Summit Place Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
775
shares
|
$277,147
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
774
shares
|
$276,790
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
768
shares
|
$274,644
0.01% of portfolio
|
Q3 2024
Reduced 14.0%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
768
shares
|
$274,644
0.18% of portfolio
|
Q2 2024
Reduced 18.04%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
764
shares
|
$273,214
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
764
shares
|
$273,214
0.02% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
758
shares
|
$271,068
0.08% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
755
shares
|
$269,995
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
754
shares
|
$269,637
0.02% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
751
shares
|
$268,565
0.0% of portfolio
|
Q4 2024
Added 17.71%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
750
shares
|
$268,207
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
740
shares
|
$264,631
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
736
shares
|
$263,200
0.04% of portfolio
|
Q4 2024
Reduced 99.69%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
735
shares
|
$262,843
0.07% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
735
shares
|
$262,843
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
734
shares
|
$262,485
0.0% of portfolio
|
Q1 2024
Reduced 2.78%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
731
shares
|
$261,412
0.02% of portfolio
|
Q1 2025
Added 19.06%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
726
shares
|
$259,624
0.07% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
723
shares
|
$258,552
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
721
shares
|
$257,836
0.0% of portfolio
|
Q1 2025
Reduced 74.11%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
721
shares
|
$257,836
0.01% of portfolio
|
Q1 2025
New holding
|