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 911 institutions that hold shares in the stock, with a total of 26.3 Million shares, which have been reported (via 13F filing form) to have a value of $9.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
110,516
shares
|
$40 Million
1.09% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
104,078
shares
|
$37.6 Million
0.53% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
102,281
shares
|
$37 Million
18.62% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
102,252
shares
|
$37 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.41%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
101,282
shares
|
$36.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.56%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
100,966
shares
|
$36.5 Million
1.11% of portfolio
|
Q1 2025
Reduced 20.47%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
97,009
shares
|
$35.1 Million
3.08% of portfolio
|
Q4 2023
Reduced 0.01%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
96,571
shares
|
$34.9 Million
0.03% of portfolio
|
Q2 2025
Added 13.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
96,098
shares
|
$34.7 Million
0.06% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
96,020
shares
|
$34.7 Million
3.28% of portfolio
|
Q1 2023
Added 0.15%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
95,528
shares
|
$34.5 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
93,400
shares
|
$33.8 Million
4.96% of portfolio
|
Q4 2023
New holding
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
92,577
shares
|
$33.5 Million
1.42% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
91,402
shares
|
$33.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
90,886
shares
|
$32.9 Million
0.52% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
89,310
shares
|
$32.3 Million
0.05% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
87,409
shares
|
$31.6 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
86,029
shares
|
$31.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
83,353
shares
|
$30.1 Million
0.84% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
82,501
shares
|
$29.8 Million
0.24% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
79,548
shares
|
$28.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 33.07%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
78,284
shares
|
$28.3 Million
6.01% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
77,290
shares
|
$27.9 Million
7.04% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
75,462
shares
|
$27.3 Million
2.73% of portfolio
|
Q2 2025
Reduced 16.16%
|
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
75,077
shares
|
$27.1 Million
3.47% of portfolio
|
Q2 2025
Reduced 14.05%
|