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 |
|---|---|---|---|---|---|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Apr 22, 2025 Q1 2025 |
23,754
shares
|
$7.95 Million
7.67% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
23,429
shares
|
$7.85 Million
0.1% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
23,036
shares
|
$7.71 Million
0.1% of portfolio
|
Q4 2022
Added 0.3%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
23,013
shares
|
$7.71 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
23,003
shares
|
$7.7 Million
2.4% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Apr 21, 2025 Q1 2025 |
22,870
shares
|
$7.66 Million
0.58% of portfolio
|
Q3 2023
Added 2.24%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
22,816
shares
|
$7.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
22,811
shares
|
$7.64 Million
0.01% of portfolio
|
Q1 2025
Added 28.27%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
22,809
shares
|
$7.64 Million
7.33% of portfolio
|
Q4 2024
New holding
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
22,631
shares
|
$7.58 Million
0.25% of portfolio
|
Q2 2024
Added 22.42%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
22,258
shares
|
$7.45 Million
2.63% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
22,119
shares
|
$7.41 Million
0.15% of portfolio
|
Q3 2023
Added 559.68%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
22,041
shares
|
$7.38 Million
0.01% of portfolio
|
Q4 2024
Added 168.43%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
21,946
shares
|
$7.35 Million
1.01% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
21,419
shares
|
$7.17 Million
0.14% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
21,020
shares
|
$7.04 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
20,894
shares
|
$7 Million
1.6% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
20,303
shares
|
$6.8 Million
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
19,850
shares
|
$6.65 Million
3.48% of portfolio
|
Q1 2025
Added 76.84%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
May 15, 2025 Q1 2025 |
19,789
shares
|
$6.63 Million
4.58% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
19,021
shares
|
$6.37 Million
1.38% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
18,971
shares
|
$6.35 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
18,898
shares
|
$6.33 Million
0.44% of portfolio
|
Q4 2024
Reduced 17.04%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
18,836
shares
|
$6.31 Million
0.44% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
18,402
shares
|
$6.16 Million
1.46% of portfolio
|
Q2 2024
Added 0.08%
|