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 |
|---|---|---|---|---|---|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
4,147
shares
|
$1.55 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
4,081
shares
|
$1.53 Million
0.06% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,030
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
4,023
shares
|
$1.51 Million
0.14% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
3,983
shares
|
$1.49 Million
0.03% of portfolio
|
Q2 2025
Added 42.56%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
3,912
shares
|
$1.46 Million
0.04% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
3,898
shares
|
$1.46 Million
0.42% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,893
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,887
shares
|
$1.46 Million
0.03% of portfolio
|
Q4 2023
Reduced 3.67%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
3,882
shares
|
$1.45 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
3,873
shares
|
$1.45 Million
0.05% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
3,859
shares
|
$1.44 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
3,856
shares
|
$1.44 Million
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
3,852
shares
|
$1.44 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
3,846
shares
|
$1.44 Million
0.13% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
3,838
shares
|
$1.44 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
3,822
shares
|
$1.43 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,785
shares
|
$1.42 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Jul 31, 2025 Q2 2025 |
3,775
shares
|
$1.41 Million
1.25% of portfolio
|
Q2 2025
Reduced 30.86%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
3,753
shares
|
$1.41 Million
0.04% of portfolio
|
Q2 2025
Added 491.96%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
3,729
shares
|
$1.4 Million
0.5% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
3,725
shares
|
$1.39 Million
0.32% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
3,719
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
3,716
shares
|
$1.39 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
3,716
shares
|
$1.39 Million
0.14% of portfolio
|
Q1 2025
New holding
|