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 |
|---|---|---|---|---|---|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,717
shares
|
$642,879
0.01% of portfolio
|
Q2 2020
Reduced 24.59%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
1,712
shares
|
$641,007
0.02% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,703
shares
|
$637,637
0.17% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,700
shares
|
$636,514
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
1,695
shares
|
$634,641
0.21% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,683
shares
|
$630,148
0.01% of portfolio
|
Q3 2024
Reduced 18.38%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
1,683
shares
|
$630,148
0.02% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,670
shares
|
$625,281
0.01% of portfolio
|
Q2 2025
Added 398.51%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
1,668
shares
|
$624,532
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Verity Wealth Advisors
|
Aug 07, 2025 Q2 2025 |
1,651
shares
|
$618,167
0.39% of portfolio
|
Q2 2024
Reduced 6.62%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
1,651
shares
|
$618,167
0.15% of portfolio
|
Q2 2025
Added 115.82%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
1,649
shares
|
$617,418
0.02% of portfolio
|
Q2 2022
Added 30.46%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
1,639
shares
|
$613,674
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
1,615
shares
|
$604,688
0.05% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
1,601
shares
|
$599,446
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
1,600
shares
|
$599,072
0.09% of portfolio
|
Q4 2017
New holding
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
1,590
shares
|
$595,327
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
1,569
shares
|
$587,464
0.23% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
1,560
shares
|
$584,095
0.01% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,557
shares
|
$582,971
0.34% of portfolio
|
Q1 2021
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
1,550
shares
|
$580,351
0.02% of portfolio
|
Q1 2022
Added 9.77%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
1,550
shares
|
$580,351
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,540
shares
|
$576,606
0.13% of portfolio
|
Q4 2019
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
1,532
shares
|
$573,611
0.07% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
1,522
shares
|
$569,867
0.05% of portfolio
|
Q2 2025
Added 3.96%
|