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 945 institutions that hold shares in the stock, with a total of 26.8 Million shares, which have been reported (via 13F filing form) to have a value of $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
15,557
shares
|
$5.92 Million
1.09% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
15,337
shares
|
$5.84 Million
4.76% of portfolio
|
Q4 2023
New holding
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
15,294
shares
|
$5.82 Million
1.42% of portfolio
|
Q3 2024
Added 41.18%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
14,862
shares
|
$5.66 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,696
shares
|
$5.59 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
14,670
shares
|
$5.58 Million
2.48% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
14,597
shares
|
$5.55 Million
0.1% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
14,559
shares
|
$5.54 Million
0.46% of portfolio
|
Q1 2023
Reduced 2.9%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,448
shares
|
$5.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
14,417
shares
|
$5.49 Million
0.13% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
14,389
shares
|
$5.48 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 21, 2025 Q3 2025 |
14,320
shares
|
$5.45 Million
4.66% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
14,291
shares
|
$5.44 Million
0.15% of portfolio
|
Q3 2025
Reduced 16.1%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
14,210
shares
|
$5.41 Million
1.37% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,975
shares
|
$5.32 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
13,960
shares
|
$5.31 Million
0.01% of portfolio
|
Q3 2025
Reduced 27.89%
|
|
|
Aquire Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
13,820
shares
|
$5.26 Million
1.29% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
13,308
shares
|
$5.06 Million
0.4% of portfolio
|
Q1 2025
Added 16.89%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
13,244
shares
|
$5.04 Million
0.63% of portfolio
|
Q4 2022
Reduced 16.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
13,223
shares
|
$5.03 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
13,168
shares
|
$5.01 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
13,145
shares
|
$5 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
13,004
shares
|
$4.95 Million
1.62% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
12,770
shares
|
$4.86 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
12,759
shares
|
$4.86 Million
0.04% of portfolio
|
Q3 2025
Added 26.4%
|
|