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 908 institutions that hold shares in the stock, with a total of 26.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
18,402
shares
|
$6.58 Million
1.46% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
May 23, 2025 Q1 2025 |
18,175
shares
|
$6.5 Million
1.83% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
18,164
shares
|
$6.5 Million
0.34% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
18,121
shares
|
$6.48 Million
0.06% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
17,961
shares
|
$6.42 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
17,730
shares
|
$6.34 Million
2.49% of portfolio
|
Q3 2024
New holding
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
17,567
shares
|
$6.28 Million
0.51% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
17,032
shares
|
$6.09 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
|
$6.07 Million
0.04% of portfolio
|
Q1 2025
Added 33.65%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
16,868
shares
|
$6.03 Million
0.13% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
16,859
shares
|
$6.03 Million
0.57% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
16,773
shares
|
$6 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
16,575
shares
|
$5.93 Million
0.77% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
16,508
shares
|
$5.9 Million
0.03% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
16,453
shares
|
$5.88 Million
2.26% of portfolio
|
Q2 2023
Reduced 1.33%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
16,451
shares
|
$5.88 Million
0.31% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,330
shares
|
$5.84 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
|
$5.66 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
15,459
shares
|
$5.53 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
|
$5.52 Million
1.77% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
15,337
shares
|
$5.48 Million
4.76% of portfolio
|
Q4 2023
New holding
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
15,294
shares
|
$5.47 Million
1.34% of portfolio
|
Q3 2024
Added 41.18%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
15,025
shares
|
$5.37 Million
4.63% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
14,820
shares
|
$5.3 Million
2.52% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,696
shares
|
$5.26 Million
0.02% of portfolio
|
Q3 2023
New holding
|