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 |
|---|---|---|---|---|---|
|
Augustine Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
3,714
shares
|
$1.39 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,704
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
3,704
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
ETF Portfolio Partners, Inc.
|
Jul 23, 2025 Q2 2025 |
3,702
shares
|
$1.39 Million
0.36% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,698
shares
|
$1.38 Million
0.14% of portfolio
|
Q1 2024
Reduced 15.13%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,619
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
3,616
shares
|
$1.35 Million
0.06% of portfolio
|
Q2 2025
Added 216.91%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
3,577
shares
|
$1.34 Million
0.08% of portfolio
|
Q4 2023
Added 23.01%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
3,564
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
3,547
shares
|
$1.33 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
3,542
shares
|
$1.33 Million
0.16% of portfolio
|
Q2 2025
Added 22.05%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
3,500
shares
|
$1.31 Million
0.14% of portfolio
|
Q4 2019
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
3,500
shares
|
$1.31 Million
0.15% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
3,496
shares
|
$1.31 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
3,476
shares
|
$1.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 50.87%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
3,459
shares
|
$1.3 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,431
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
3,411
shares
|
$1.28 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Capital, Inc.
Omaha, NE |
Aug 14, 2025 Q2 2025 |
3,400
shares
|
$1.27 Million
0.85% of portfolio
|
Q2 2025
Added 47.83%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
3,380
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
3,363
shares
|
$1.26 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
3,348
shares
|
$1.25 Million
0.1% of portfolio
|
Q2 2025
Added 90.23%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
3,345
shares
|
$1.25 Million
0.02% of portfolio
|
Q1 2025
Added 152.45%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,342
shares
|
$1.25 Million
0.72% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
3,329
shares
|
$1.25 Million
0.5% of portfolio
|
Q2 2025
Reduced 48.71%
|