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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
217,591
shares
|
$81.5 Million
0.1% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
198,408
shares
|
$74.3 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
184,423
shares
|
$69.1 Million
15.01% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Jul 25, 2025 Q2 2025 |
178,520
shares
|
$66.8 Million
11.35% of portfolio
|
Q2 2025
Added 24.73%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
177,993
shares
|
$66.6 Million
2.75% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
177,728
shares
|
$66.5 Million
3.17% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
166,886
shares
|
$62.5 Million
0.89% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
165,833
shares
|
$62.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
165,520
shares
|
$62 Million
0.15% of portfolio
|
Q2 2023
Reduced 1.73%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
164,459
shares
|
$61.6 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
159,847
shares
|
$59.8 Million
7.13% of portfolio
|
Q3 2022
Added 9.08%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
159,700
shares
|
$59.8 Million
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
159,610
shares
|
$59.8 Million
1.05% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
155,754
shares
|
$58.3 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
153,369
shares
|
$57.4 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
151,857
shares
|
$56.9 Million
0.02% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
150,681
shares
|
$56.4 Million
0.02% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
149,329
shares
|
$55.9 Million
0.33% of portfolio
|
Q2 2025
Added 25.49%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
140,371
shares
|
$52.6 Million
0.71% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
140,119
shares
|
$52.5 Million
1.93% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
136,011
shares
|
$50.9 Million
10.61% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
135,897
shares
|
$50.9 Million
0.01% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
130,645
shares
|
$48.9 Million
1.17% of portfolio
|
Q2 2025
Added 29.4%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
130,302
shares
|
$48.8 Million
1.02% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Wind River Trust CO
|
Aug 12, 2025 Q2 2025 |
124,692
shares
|
$46.7 Million
17.55% of portfolio
|
Q4 2022
Reduced 0.08%
|