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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
119,948
shares
|
$40.2 Million
0.05% of portfolio
|
Q1 2025
Added 8.31%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
118,995
shares
|
$39.8 Million
0.31% of portfolio
|
Q1 2025
Added 37.56%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
118,703
shares
|
$39.8 Million
0.21% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
110,516
shares
|
$37 Million
1.09% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
104,015
shares
|
$34.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 26.75%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
102,281
shares
|
$34.3 Million
18.62% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
100,966
shares
|
$33.8 Million
1.11% of portfolio
|
Q1 2025
Reduced 20.47%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
100,383
shares
|
$33.6 Million
0.51% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
97,009
shares
|
$32.5 Million
3.08% of portfolio
|
Q4 2023
Reduced 0.01%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
96,020
shares
|
$32.2 Million
3.28% of portfolio
|
Q1 2023
Added 0.15%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
95,534
shares
|
$32 Million
0.18% of portfolio
|
Q1 2025
Added 99.41%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
94,904
shares
|
$31.8 Million
0.53% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
94,570
shares
|
$31.7 Million
0.06% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
93,400
shares
|
$31.3 Million
4.96% of portfolio
|
Q4 2023
New holding
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
92,084
shares
|
$30.8 Million
1.38% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
91,402
shares
|
$30.6 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Tanglewood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
90,009
shares
|
$30.1 Million
3.34% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
89,310
shares
|
$29.9 Million
0.05% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
87,750
shares
|
$29.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
87,573
shares
|
$29.3 Million
0.17% of portfolio
|
Q1 2025
Added 46.08%
|
|
|
Portfolio Strategies, Inc.
|
Apr 22, 2025 Q1 2025 |
87,350
shares
|
$29.3 Million
4.32% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
85,094
shares
|
$28.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
82,399
shares
|
$27.6 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
82,135
shares
|
$27.5 Million
0.88% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
79,548
shares
|
$26.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 33.07%
|