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 |
|---|---|---|---|---|---|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,580
shares
|
$2.46 Million
0.15% of portfolio
|
Q4 2024
Reduced 57.23%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
6,575
shares
|
$2.46 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
6,474
shares
|
$2.42 Million
0.03% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
6,464
shares
|
$2.42 Million
0.05% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
6,413
shares
|
$2.4 Million
1.01% of portfolio
|
Q2 2022
Added 1.42%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
6,380
shares
|
$2.39 Million
1.36% of portfolio
|
Q2 2025
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
6,364
shares
|
$2.38 Million
0.13% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
6,348
shares
|
$2.38 Million
1.05% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
6,328
shares
|
$2.37 Million
0.04% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
6,320
shares
|
$2.37 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
6,300
shares
|
$2.36 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
6,290
shares
|
$2.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
6,226
shares
|
$2.33 Million
0.02% of portfolio
|
Q2 2025
Reduced 53.06%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
6,192
shares
|
$2.32 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
6,190
shares
|
$2.32 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,147
shares
|
$2.3 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Ashford Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
6,142
shares
|
$2.3 Million
0.5% of portfolio
|
Q2 2025
Added 232.36%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
6,100
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2025
Added 60.53%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
6,065
shares
|
$2.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6,065
shares
|
$2.27 Million
0.08% of portfolio
|
Q2 2023
Reduced 7.39%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
5,907
shares
|
$2.21 Million
0.11% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
5,855
shares
|
$2.19 Million
1.69% of portfolio
|
Q2 2025
Added 14.2%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
5,833
shares
|
$2.18 Million
1.12% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,805
shares
|
$2.17 Million
0.01% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Nvest Financial, LLC
|
Jul 28, 2025 Q2 2025 |
5,676
shares
|
$2.13 Million
1.13% of portfolio
|
Q2 2025
Added 0.26%
|