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 910 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 $9.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
100
shares
|
$35,761
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
100
shares
|
$35,761
0.0% of portfolio
|
Q2 2018
Reduced 6.98%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
100
shares
|
$35,761
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
93
shares
|
$33,257
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
90
shares
|
$32,184
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
83
shares
|
$29,681
0.01% of portfolio
|
Q2 2024
Reduced 13.54%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
80
shares
|
$28,608
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
78
shares
|
$27,893
0.0% of portfolio
|
Q1 2025
Added 14.71%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
76
shares
|
$27,178
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
75
shares
|
$26,820
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
75
shares
|
$26,820
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
75
shares
|
$26,820
0.01% of portfolio
|
Q3 2024
Reduced 33.63%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
73
shares
|
$26,105
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
73
shares
|
$26,105
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
70
shares
|
$25,032
0.01% of portfolio
|
Q2 2025
Reduced 99.87%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
68
shares
|
$24,317
0.0% of portfolio
|
Q4 2024
Reduced 45.6%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
61
shares
|
$21,814
0.01% of portfolio
|
Q2 2022
Reduced 94.73%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
60
shares
|
$21,456
0.01% of portfolio
|
Q1 2025
Reduced 60.26%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
59
shares
|
$21,098
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
56
shares
|
$20,026
0.0% of portfolio
|
Q4 2024
Added 115.38%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
56
shares
|
$20,026
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
53
shares
|
$18,953
0.0% of portfolio
|
Q4 2023
Reduced 40.45%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
51
shares
|
$18,238
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
50
shares
|
$17,880
0.01% of portfolio
|
Q4 2022
Reduced 85.71%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
50
shares
|
$17,880
0.0% of portfolio
|
Q4 2024
New holding
|