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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5,662
shares
|
$2.12 Million
0.02% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,659
shares
|
$2.12 Million
0.02% of portfolio
|
Q2 2025
Added 38.53%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
5,634
shares
|
$2.11 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
5,603
shares
|
$2.1 Million
0.11% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
5,548
shares
|
$2.08 Million
0.26% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
5,544
shares
|
$2.08 Million
1.41% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
5,539
shares
|
$2.07 Million
0.45% of portfolio
|
Q4 2023
Reduced 3.48%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
5,537
shares
|
$2.07 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
5,495
shares
|
$2.06 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
5,484
shares
|
$2.05 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
5,470
shares
|
$2.05 Million
0.4% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
5,341
shares
|
$2 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
5,290
shares
|
$1.98 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
5,275
shares
|
$1.98 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,244
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
5,241
shares
|
$1.96 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Howling LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
5,217
shares
|
$1.95 Million
1.09% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
5,206
shares
|
$1.95 Million
0.21% of portfolio
|
Q4 2023
Reduced 1.05%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
5,180
shares
|
$1.94 Million
0.27% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
5,117
shares
|
$1.92 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
5,051
shares
|
$1.89 Million
0.41% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Cohen Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
5,037
shares
|
$1.89 Million
0.29% of portfolio
|
Q2 2025
Reduced 14.44%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
5,031
shares
|
$1.88 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
5,024
shares
|
$1.88 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
4,996
shares
|
$1.87 Million
0.07% of portfolio
|
Q2 2025
Added 48.47%
|