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 |
|---|---|---|---|---|---|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
558
shares
|
$199,546
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
550
shares
|
$196,685
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
546
shares
|
$195,255
0.0% of portfolio
|
Q2 2025
Added 232.93%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
509
shares
|
$182,023
0.03% of portfolio
|
Q1 2025
Added 90.64%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
504
shares
|
$180,235
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
500
shares
|
$178,805
0.02% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
497
shares
|
$177,732
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
495
shares
|
$177,016
0.01% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
487
shares
|
$174,156
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
473
shares
|
$169,149
0.01% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
472
shares
|
$168,791
0.03% of portfolio
|
Q3 2024
Added 18.89%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
449
shares
|
$160,566
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
447
shares
|
$159,851
0.0% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
443
shares
|
$158,421
0.04% of portfolio
|
Q1 2024
Added 14.77%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
435
shares
|
$155,560
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
421
shares
|
$150,553
0.02% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
413
shares
|
$147,692
0.03% of portfolio
|
Q1 2025
Reduced 59.11%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
409
shares
|
$146,262
0.08% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
402
shares
|
$143,759
0.03% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
400
shares
|
$143,044
0.03% of portfolio
|
Q3 2019
Reduced 51.57%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
400
shares
|
$143,044
0.01% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
395
shares
|
$141,255
0.06% of portfolio
|
Q4 2024
Reduced 20.04%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
375
shares
|
$134,103
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
350
shares
|
$125,163
0.05% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
343
shares
|
$122,660
0.03% of portfolio
|
Q1 2025
Reduced 11.6%
|