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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
713
shares
|
$254,975
0.01% of portfolio
|
Q3 2024
Reduced 21.91%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
711
shares
|
$254,260
0.02% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
710
shares
|
$253,903
0.0% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
709
shares
|
$253,545
0.02% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
704
shares
|
$251,757
0.02% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
701
shares
|
$250,684
0.02% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
700
shares
|
$250,327
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
700
shares
|
$250,327
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
696
shares
|
$248,896
0.06% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
694
shares
|
$248,181
0.18% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
682
shares
|
$243,890
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
682
shares
|
$243,890
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
682
shares
|
$243,890
0.07% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
681
shares
|
$243,532
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
680
shares
|
$243,174
0.0% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
680
shares
|
$243,174
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
675
shares
|
$241,386
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
674
shares
|
$241,029
0.05% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
661
shares
|
$236,380
0.04% of portfolio
|
Q3 2024
Added 64.84%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
661
shares
|
$236,380
0.03% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
660
shares
|
$236,022
0.04% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
657
shares
|
$234,949
0.07% of portfolio
|
Q3 2024
Reduced 17.98%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
654
shares
|
$233,876
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
651
shares
|
$232,804
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
650
shares
|
$232,446
0.01% of portfolio
|
Q2 2024
New holding
|