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 902 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 $8.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
53,773
shares
|
$18 Million
2.2% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
52,848
shares
|
$17.7 Million
6.99% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
52,582
shares
|
$17.6 Million
8.01% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
51,500
shares
|
$17.2 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
51,475
shares
|
$17.2 Million
0.41% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
O'Brien Wealth Partners LLC
|
Apr 28, 2025 Q1 2025 |
51,139
shares
|
$17.1 Million
3.18% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
49,957
shares
|
$16.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
48,965
shares
|
$16.4 Million
0.7% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
45,099
shares
|
$15.1 Million
0.02% of portfolio
|
Q1 2025
Added 21.07%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
May 06, 2025 Q1 2025 |
44,557
shares
|
$14.9 Million
16.12% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
44,554
shares
|
$14.9 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
43,773
shares
|
$14.7 Million
0.39% of portfolio
|
Q1 2025
Reduced 25.07%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
43,401
shares
|
$14.5 Million
0.27% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
43,067
shares
|
$14.4 Million
0.46% of portfolio
|
Q3 2023
Reduced 1.58%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
41,981
shares
|
$14.1 Million
5.78% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
41,215
shares
|
$13.8 Million
0.34% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
40,438
shares
|
$13.5 Million
1.35% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
39,262
shares
|
$13.1 Million
0.51% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
38,555
shares
|
$12.9 Million
0.21% of portfolio
|
Q1 2025
Reduced 28.89%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
38,535
shares
|
$12.9 Million
1.59% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Ipswich Investment Management Co., Inc.
|
Apr 16, 2025 Q1 2025 |
38,161
shares
|
$12.8 Million
3.09% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
37,685
shares
|
$12.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
37,186
shares
|
$12.5 Million
0.51% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
37,111
shares
|
$12.4 Million
1.88% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
37,006
shares
|
$12.4 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.09%
|