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 924 institutions that hold shares in the stock, with a total of 27.7 Million shares, which have been reported (via 13F filing form) to have a value of $10 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,875,573
shares
|
$678 Million
7.34% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,628,319
shares
|
$589 Million
0.08% of portfolio
|
Q2 2025
Added 77.34%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,284,865
shares
|
$465 Million
0.03% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,050,921
shares
|
$380 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,033,687
shares
|
$374 Million
0.01% of portfolio
|
Q2 2024
Added 7.91%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
988,203
shares
|
$357 Million
0.49% of portfolio
|
Q2 2025
Added 31808.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
703,270
shares
|
$254 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.48%
|
|
|
Unc Management Company, Inc.
Chapel Hill, NC |
Aug 14, 2025 Q2 2025 |
578,635
shares
|
$209 Million
23.27% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
575,186
shares
|
$208 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
500,570
shares
|
$181 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
466,979
shares
|
$169 Million
0.33% of portfolio
|
Q3 2023
Reduced 28.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
450,539
shares
|
$163 Million
0.04% of portfolio
|
Q2 2025
Added 15.95%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
425,778
shares
|
$154 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
360,844
shares
|
$130 Million
7.73% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
347,716
shares
|
$126 Million
0.08% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
304,109
shares
|
$110 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
300,769
shares
|
$109 Million
0.41% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Tlwm
San Antonio, TX |
Jul 28, 2025 Q2 2025 |
294,017
shares
|
$106 Million
19.79% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
264,558
shares
|
$95.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Jul 31, 2025 Q2 2025 |
247,157
shares
|
$89.4 Million
9.42% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
239,721
shares
|
$86.7 Million
0.88% of portfolio
|
Q3 2023
Added 3.38%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
234,376
shares
|
$84.7 Million
0.17% of portfolio
|
Q2 2025
Added 10.69%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
233,983
shares
|
$84.6 Million
7.17% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
226,273
shares
|
$81.8 Million
0.18% of portfolio
|
Q2 2025
Reduced 24.33%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
217,591
shares
|
$78.7 Million
0.1% of portfolio
|
Q2 2025
Reduced 14.81%
|