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 |
|---|---|---|---|---|---|
|
Atala Financial Inc
Calabasas, CA |
Aug 07, 2025 Q2 2025 |
3,319
shares
|
$1.24 Million
0.8% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
3,318
shares
|
$1.24 Million
0.33% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
3,313
shares
|
$1.24 Million
0.09% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,302
shares
|
$1.24 Million
0.1% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
3,280
shares
|
$1.23 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,270
shares
|
$1.22 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,240
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
3,239
shares
|
$1.21 Million
0.07% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
3,239
shares
|
$1.21 Million
0.4% of portfolio
|
Q2 2025
Added 80.24%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
3,189
shares
|
$1.19 Million
0.06% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
3,189
shares
|
$1.19 Million
0.31% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
3,189
shares
|
$1.19 Million
0.07% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
3,167
shares
|
$1.19 Million
0.05% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
3,119
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Aug 22, 2025 Q2 2025 |
3,115
shares
|
$1.17 Million
0.71% of portfolio
|
Q2 2025
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
3,110
shares
|
$1.16 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
3,108
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
3,053
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2024
Added 31.14%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
3,047
shares
|
$1.14 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
3,040
shares
|
$1.14 Million
0.77% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
3,002
shares
|
$1.12 Million
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
2,982
shares
|
$1.12 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
2,978
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2025
Reduced 32.75%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
2,975
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,975
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2022
Added 88.05%
|