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 |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
2,013
shares
|
$753,707
1.79% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,006
shares
|
$751,086
0.05% of portfolio
|
Q2 2025
Added 305.25%
|
|
|
Harbor Advisors LLC
|
Aug 13, 2025 Q2 2025 |
2,000
shares
|
$748,840
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
2,000
shares
|
$748,840
0.01% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
1,999
shares
|
$748,465
0.32% of portfolio
|
Q1 2025
Reduced 10.8%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
1,976
shares
|
$739,853
0.0% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,971
shares
|
$737,981
0.05% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
1,954
shares
|
$731,616
0.02% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
1,940
shares
|
$726,374
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
1,931
shares
|
$723,005
0.18% of portfolio
|
Q2 2025
Reduced 88.41%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
1,931
shares
|
$723,005
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Jul 29, 2025 Q2 2025 |
1,929
shares
|
$722,256
0.09% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Ironwood Wealth Management, Llc.
|
Aug 06, 2025 Q2 2025 |
1,925
shares
|
$720,758
0.25% of portfolio
|
Q2 2025
Reduced 36.78%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Aug 14, 2025 Q2 2025 |
1,906
shares
|
$713,644
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
1,895
shares
|
$709,525
0.17% of portfolio
|
Q4 2020
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
1,893
shares
|
$708,777
0.03% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
1,891
shares
|
$708,028
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
1,887
shares
|
$706,530
0.19% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
1,882
shares
|
$704,658
0.37% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
1,868
shares
|
$699,416
0.06% of portfolio
|
Q2 2025
Reduced 20.31%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
1,835
shares
|
$687,060
0.41% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
1,805
shares
|
$675,828
0.06% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
1,801
shares
|
$674,330
0.12% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jul 30, 2025 Q2 2025 |
1,788
shares
|
$669,462
0.16% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,783
shares
|
$667,590
0.13% of portfolio
|
Q2 2025
Added 0.11%
|