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 |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
74,331
shares
|
$26.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 28.54%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
71,754
shares
|
$25.9 Million
3.79% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
70,441
shares
|
$25.5 Million
12.43% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
70,182
shares
|
$25.4 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
68,033
shares
|
$24.6 Million
0.16% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
67,893
shares
|
$24.5 Million
1.74% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
65,125
shares
|
$23.5 Million
5.52% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
65,125
shares
|
$23.5 Million
5.37% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Investment Management, LLC
|
Jul 29, 2025 Q2 2025 |
64,191
shares
|
$23.2 Million
12.51% of portfolio
|
Q2 2025
Reduced 47.47%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
63,818
shares
|
$23.1 Million
0.21% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,755
shares
|
$23.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Stairway Partners, LLC
|
Jul 03, 2025 Q2 2025 |
63,144
shares
|
$22.8 Million
1.27% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
62,968
shares
|
$22.8 Million
0.43% of portfolio
|
Q2 2025
Added 6079.39%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
62,600
shares
|
$22.6 Million
1.07% of portfolio
|
Q2 2025
Reduced 11.77%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
62,225
shares
|
$22.5 Million
1.87% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
59,860
shares
|
$21.6 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
59,192
shares
|
$21.4 Million
12.58% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
58,457
shares
|
$21.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
57,915
shares
|
$20.9 Million
0.0% of portfolio
|
Q2 2025
Added 35000.0%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
57,830
shares
|
$20.9 Million
2.38% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
57,725
shares
|
$20.9 Million
0.33% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Compass Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
57,044
shares
|
$20.6 Million
10.88% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
56,688
shares
|
$20.5 Million
0.09% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
55,591
shares
|
$20.1 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
55,165
shares
|
$19.9 Million
7.94% of portfolio
|
Q2 2025
Added 4.91%
|