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 |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
9,961
shares
|
$3.73 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
9,896
shares
|
$3.71 Million
0.05% of portfolio
|
Q2 2025
Reduced 21.35%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
9,855
shares
|
$3.69 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
9,766
shares
|
$3.66 Million
0.4% of portfolio
|
Q3 2022
Added 11.07%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
9,738
shares
|
$3.65 Million
0.09% of portfolio
|
Q4 2023
Added 0.1%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
9,679
shares
|
$3.62 Million
1.74% of portfolio
|
Q3 2022
Reduced 1.03%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
9,608
shares
|
$3.6 Million
0.1% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
9,394
shares
|
$3.52 Million
0.36% of portfolio
|
Q2 2025
Reduced 11.58%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
9,366
shares
|
$3.51 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
9,363
shares
|
$3.51 Million
0.38% of portfolio
|
Q1 2021
Added 1.56%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
9,341
shares
|
$3.5 Million
1.42% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
9,197
shares
|
$3.44 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Family Office Research LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
9,188
shares
|
$3.44 Million
1.53% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
9,149
shares
|
$3.43 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
9,094
shares
|
$3.4 Million
1.79% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 28, 2025 Q2 2025 |
9,066
shares
|
$3.39 Million
0.57% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
9,001
shares
|
$3.37 Million
0.41% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
8,958
shares
|
$3.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.08%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Jul 30, 2025 Q2 2025 |
8,918
shares
|
$3.34 Million
1.79% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
8,821
shares
|
$3.3 Million
0.14% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,791
shares
|
$3.29 Million
0.07% of portfolio
|
Q2 2025
Reduced 18.59%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
8,754
shares
|
$3.28 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
8,691
shares
|
$3.25 Million
0.37% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
8,625
shares
|
$3.23 Million
1.76% of portfolio
|
Q2 2025
Reduced 56.55%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
8,613
shares
|
$3.22 Million
1.03% of portfolio
|
Q2 2025
Added 40.39%
|