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 928 institutions that hold shares in the stock, with a total of 28.1 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
12,640
shares
|
$4.73 Million
0.19% of portfolio
|
Q2 2025
Reduced 9.64%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
12,541
shares
|
$4.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
12,427
shares
|
$4.65 Million
0.31% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Mps Loria Financial Planners, LLC
|
Jul 29, 2025 Q2 2025 |
12,402
shares
|
$4.64 Million
1.3% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
12,401
shares
|
$4.64 Million
0.06% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
12,285
shares
|
$4.6 Million
0.75% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
11,984
shares
|
$4.49 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
11,679
shares
|
$4.37 Million
0.02% of portfolio
|
Q2 2025
Added 71.42%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
11,608
shares
|
$4.35 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,510
shares
|
$4.31 Million
0.7% of portfolio
|
Q1 2023
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
11,360
shares
|
$4.25 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
11,144
shares
|
$4.17 Million
1.32% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
10,921
shares
|
$4.09 Million
0.38% of portfolio
|
Q2 2025
Reduced 58.35%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
10,892
shares
|
$4.08 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
10,811
shares
|
$4.05 Million
1.01% of portfolio
|
Q3 2023
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
10,671
shares
|
$4 Million
0.23% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
10,654
shares
|
$3.99 Million
0.82% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Aug 07, 2025 Q2 2025 |
10,544
shares
|
$3.95 Million
2.63% of portfolio
|
Q2 2025
Added 47.82%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
10,395
shares
|
$3.89 Million
0.36% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
10,313
shares
|
$3.86 Million
0.03% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
10,264
shares
|
$3.84 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
10,179
shares
|
$3.81 Million
0.0% of portfolio
|
Q2 2025
Added 394.37%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
10,094
shares
|
$3.78 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,055
shares
|
$3.76 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,982
shares
|
$3.74 Million
1.82% of portfolio
|
Q2 2025
Added 1.93%
|