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 |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,696
shares
|
$4.92 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
14,559
shares
|
$4.88 Million
0.48% of portfolio
|
Q1 2023
Reduced 2.9%
|
|
|
Intelligence Driven Advisers, LLC
|
Apr 25, 2025 Q1 2025 |
14,390
shares
|
$4.82 Million
0.89% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
14,316
shares
|
$4.79 Million
0.1% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
14,128
shares
|
$4.73 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Cambridge Associates LLC
Boston, MA |
May 15, 2025 Q1 2025 |
14,063
shares
|
$4.71 Million
0.13% of portfolio
|
Q1 2024
Added 30.65%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
14,004
shares
|
$4.69 Million
1.32% of portfolio
|
Q1 2025
Reduced 12.75%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
13,988
shares
|
$4.68 Million
0.21% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Aquire Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
13,890
shares
|
$4.65 Million
1.36% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
13,883
shares
|
$4.65 Million
0.25% of portfolio
|
Q1 2025
Added 17.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
13,717
shares
|
$4.59 Million
0.03% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
13,423
shares
|
$4.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
13,320
shares
|
$4.46 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
13,308
shares
|
$4.46 Million
0.4% of portfolio
|
Q1 2025
Added 16.89%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
13,280
shares
|
$4.45 Million
0.32% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
13,263
shares
|
$4.44 Million
0.04% of portfolio
|
Q1 2025
Added 45.99%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
13,245
shares
|
$4.44 Million
0.34% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,244
shares
|
$4.44 Million
0.62% of portfolio
|
Q4 2022
Reduced 16.1%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
13,102
shares
|
$4.39 Million
1.34% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
13,004
shares
|
$4.35 Million
1.62% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
12,770
shares
|
$4.28 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
12,636
shares
|
$4.23 Million
0.07% of portfolio
|
Q1 2025
Added 33.91%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
12,591
shares
|
$4.22 Million
0.03% of portfolio
|
Q1 2025
Added 357.19%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
12,582
shares
|
$4.21 Million
0.06% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
12,205
shares
|
$4.09 Million
0.03% of portfolio
|
Q1 2025
Reduced 36.55%
|