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 |
|---|---|---|---|---|---|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
12,698
shares
|
$4.83 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
12,667
shares
|
$4.82 Million
0.2% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
12,666
shares
|
$4.82 Million
0.35% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
12,526
shares
|
$4.77 Million
1.29% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
12,430
shares
|
$4.73 Million
0.67% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
12,217
shares
|
$4.65 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
12,177
shares
|
$4.63 Million
0.74% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
12,116
shares
|
$4.61 Million
0.01% of portfolio
|
Q3 2025
Added 20.5%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
11,907
shares
|
$4.53 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
11,723
shares
|
$4.46 Million
0.08% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
11,674
shares
|
$4.44 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
11,535
shares
|
$4.39 Million
1.34% of portfolio
|
Q3 2025
Added 256.13%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
11,534
shares
|
$4.39 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,510
shares
|
$4.38 Million
0.7% of portfolio
|
Q1 2023
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
11,360
shares
|
$4.32 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
11,026
shares
|
$4.2 Million
0.28% of portfolio
|
Q3 2025
Reduced 11.27%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
10,907
shares
|
$4.15 Million
0.05% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
10,884
shares
|
$4.14 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
10,811
shares
|
$4.11 Million
1.01% of portfolio
|
Q3 2023
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,803
shares
|
$4.11 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
10,675
shares
|
$4.06 Million
0.74% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
10,622
shares
|
$4.04 Million
0.03% of portfolio
|
Q3 2025
Added 70.61%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
10,609
shares
|
$4.04 Million
1.24% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
10,455
shares
|
$3.98 Million
1.86% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
10,393
shares
|
$3.95 Million
0.03% of portfolio
|
Q3 2025
Added 0.78%
|
|