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 |
|---|---|---|---|---|---|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
36,892
shares
|
$12.4 Million
6.66% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
36,708
shares
|
$12.3 Million
0.01% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
36,330
shares
|
$12.2 Million
0.01% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
35,964
shares
|
$12 Million
0.02% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
35,654
shares
|
$11.9 Million
0.2% of portfolio
|
Q1 2025
Added 508.64%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
35,325
shares
|
$11.8 Million
3.29% of portfolio
|
Q4 2020
Reduced 1.29%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
35,325
shares
|
$11.8 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
35,000
shares
|
$11.7 Million
3.11% of portfolio
|
Q1 2024
Reduced 4.11%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
34,633
shares
|
$11.6 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
33,949
shares
|
$11.4 Million
0.04% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
33,253
shares
|
$11.1 Million
0.29% of portfolio
|
Q2 2020
Added 1.5%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
29,538
shares
|
$9.89 Million
0.02% of portfolio
|
Q1 2025
Added 21.08%
|
|
|
Jvl Associates LLC
|
Apr 03, 2025 Q1 2025 |
29,127
shares
|
$9.75 Million
3.73% of portfolio
|
Q4 2022
Reduced 0.31%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
28,411
shares
|
$9.51 Million
4.64% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
27,961
shares
|
$9.36 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
27,805
shares
|
$9.31 Million
0.0% of portfolio
|
Q1 2025
Added 8.69%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
27,479
shares
|
$9.2 Million
0.56% of portfolio
|
Q3 2023
Reduced 3.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,363
shares
|
$9.16 Million
0.01% of portfolio
|
Q3 2024
Added 10.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
26,821
shares
|
$8.98 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
26,220
shares
|
$8.78 Million
0.95% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
24,774
shares
|
$8.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Humankind Investments LLC
|
May 14, 2025 Q1 2025 |
24,570
shares
|
$8.23 Million
2.07% of portfolio
|
Q4 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
24,563
shares
|
$8.23 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
24,454
shares
|
$8.19 Million
1.67% of portfolio
|
Q3 2022
Added 1.21%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
24,233
shares
|
$8.12 Million
0.77% of portfolio
|
Q1 2025
Added 6.06%
|