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 |
|---|---|---|---|---|---|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
18,252
shares
|
$6.11 Million
0.33% of portfolio
|
Q1 2025
Reduced 12.84%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
May 23, 2025 Q1 2025 |
18,175
shares
|
$6.09 Million
1.83% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Btc Capital Management, Inc.
|
Apr 08, 2025 Q1 2025 |
18,150
shares
|
$6.08 Million
0.53% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
18,121
shares
|
$6.07 Million
0.06% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
17,961
shares
|
$6.01 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
17,730
shares
|
$5.94 Million
2.49% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
17,687
shares
|
$5.92 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
17,032
shares
|
$5.7 Million
0.19% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
16,986
shares
|
$5.69 Million
0.04% of portfolio
|
Q1 2025
Added 33.65%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Feb 11, 2025 Q4 2024 |
16,869
shares
|
$5.65 Million
5.04% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
16,868
shares
|
$5.65 Million
0.13% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
16,773
shares
|
$5.62 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
16,656
shares
|
$5.58 Million
1.72% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
16,575
shares
|
$5.55 Million
0.77% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
16,508
shares
|
$5.53 Million
0.03% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
16,453
shares
|
$5.51 Million
2.26% of portfolio
|
Q2 2023
Reduced 1.33%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,330
shares
|
$5.47 Million
0.04% of portfolio
|
Q1 2025
Reduced 38.68%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
15,826
shares
|
$5.3 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
15,644
shares
|
$5.24 Million
2.67% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
15,459
shares
|
$5.18 Million
1.37% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
15,434
shares
|
$5.17 Million
1.77% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
15,337
shares
|
$5.14 Million
4.76% of portfolio
|
Q4 2023
New holding
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
15,294
shares
|
$5.12 Million
1.34% of portfolio
|
Q3 2024
Added 41.18%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Apr 25, 2025 Q1 2025 |
14,904
shares
|
$4.99 Million
4.46% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
14,887
shares
|
$4.99 Million
0.57% of portfolio
|
Q1 2025
Reduced 23.34%
|