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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,564
shares
|
$3.21 Million
0.05% of portfolio
|
Q3 2022
Reduced 21.13%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
8,491
shares
|
$3.18 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,477
shares
|
$3.17 Million
1.8% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
8,445
shares
|
$3.16 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
8,421
shares
|
$3.15 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
8,349
shares
|
$3.13 Million
0.09% of portfolio
|
Q2 2025
Reduced 18.82%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
8,317
shares
|
$3.11 Million
0.14% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
8,031
shares
|
$3.01 Million
0.01% of portfolio
|
Q2 2025
Added 969.37%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
7,964
shares
|
$2.98 Million
0.08% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
7,902
shares
|
$2.96 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
7,845
shares
|
$2.94 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,838
shares
|
$2.93 Million
0.39% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
7,823
shares
|
$2.93 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
7,773
shares
|
$2.91 Million
0.71% of portfolio
|
Q2 2025
Reduced 30.24%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
7,673
shares
|
$2.87 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
7,481
shares
|
$2.8 Million
0.14% of portfolio
|
Q2 2025
Added 22.84%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
7,445
shares
|
$2.79 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
7,326
shares
|
$2.74 Million
1.93% of portfolio
|
Q1 2023
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
7,309
shares
|
$2.74 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
7,223
shares
|
$2.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
7,045
shares
|
$2.64 Million
1.03% of portfolio
|
Q2 2025
Reduced 24.87%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
6,787
shares
|
$2.54 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,700
shares
|
$2.51 Million
0.54% of portfolio
|
Q2 2023
Reduced 13.27%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
6,690
shares
|
$2.5 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
6,593
shares
|
$2.47 Million
0.1% of portfolio
|
Q2 2025
Added 0.12%
|