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 |
|---|---|---|---|---|---|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
2,945
shares
|
$1.1 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
2,936
shares
|
$1.1 Million
0.09% of portfolio
|
Q2 2023
Reduced 25.73%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
2,902
shares
|
$1.09 Million
0.21% of portfolio
|
Q4 2018
New holding
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
2,850
shares
|
$1.07 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
2,842
shares
|
$1.06 Million
0.12% of portfolio
|
Q2 2025
Reduced 48.86%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
2,837
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 20.91%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
2,819
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
2,817
shares
|
$1.05 Million
0.04% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
2,801
shares
|
$1.05 Million
0.15% of portfolio
|
Q3 2022
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
2,800
shares
|
$1.05 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
2,773
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
2,730
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,729
shares
|
$1.02 Million
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
2,692
shares
|
$1.01 Million
0.08% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
2,690
shares
|
$1.01 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
2,674
shares
|
$1 Million
0.28% of portfolio
|
Q3 2019
Reduced 9.57%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
2,659
shares
|
$995,582
0.0% of portfolio
|
Q2 2025
Reduced 76.1%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
2,648
shares
|
$991,464
0.37% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
2,645
shares
|
$990,340
0.0% of portfolio
|
Q2 2024
Reduced 16.22%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
2,643
shares
|
$989,592
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
2,641
shares
|
$988,843
0.43% of portfolio
|
Q2 2023
Reduced 37.43%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
2,625
shares
|
$982,852
0.09% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
2,622
shares
|
$981,729
0.01% of portfolio
|
Q2 2025
Added 25.51%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,622
shares
|
$981,729
0.08% of portfolio
|
Q2 2025
Added 22.24%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
2,606
shares
|
$975,738
0.68% of portfolio
|
Q2 2025
Reduced 2.21%
|