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 |
|---|---|---|---|---|---|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,600
shares
|
$973,492
0.25% of portfolio
|
Q1 2024
Added 4.0%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
2,600
shares
|
$973,492
0.84% of portfolio
|
Q1 2025
Reduced 27.46%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,596
shares
|
$971,994
0.0% of portfolio
|
Q2 2025
Added 260.06%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
2,560
shares
|
$958,515
0.05% of portfolio
|
Q1 2025
Reduced 25.78%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
2,548
shares
|
$954,022
0.22% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
2,541
shares
|
$951,401
0.19% of portfolio
|
Q2 2025
Added 55.22%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,528
shares
|
$946,533
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Red Spruce Capital, LLC
|
Jul 08, 2025 Q2 2025 |
2,527
shares
|
$946,159
0.4% of portfolio
|
Q2 2025
Reduced 12.2%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
2,521
shares
|
$943,912
0.17% of portfolio
|
Q2 2025
Reduced 18.2%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
2,521
shares
|
$943,912
0.04% of portfolio
|
Q2 2025
Added 74.83%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Jul 28, 2025 Q2 2025 |
2,497
shares
|
$934,926
0.84% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
2,494
shares
|
$933,803
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
2,485
shares
|
$930,433
0.26% of portfolio
|
Q1 2025
Reduced 11.97%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
2,466
shares
|
$923,319
0.08% of portfolio
|
Q2 2025
Added 18.16%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
2,460
shares
|
$921,073
0.24% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
2,451
shares
|
$917,703
0.02% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
2,436
shares
|
$912,087
0.12% of portfolio
|
Q2 2025
Reduced 11.87%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
2,433
shares
|
$910,963
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
2,432
shares
|
$910,589
0.03% of portfolio
|
Q3 2024
Reduced 14.12%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
2,432
shares
|
$910,589
0.01% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
2,431
shares
|
$910,215
0.5% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,376
shares
|
$889,621
0.0% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
2,361
shares
|
$884,005
0.01% of portfolio
|
Q1 2025
Added 21.01%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
2,344
shares
|
$877,640
0.13% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
2,341
shares
|
$876,517
0.05% of portfolio
|
Q2 2025
Added 0.26%
|