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 |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,521
shares
|
$569,492
0.08% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
1,507
shares
|
$564,250
0.04% of portfolio
|
Q2 2025
Reduced 18.85%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
1,500
shares
|
$561,630
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
1,487
shares
|
$556,762
0.03% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,475
shares
|
$552,269
0.01% of portfolio
|
Q3 2022
Added 11.32%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
1,463
shares
|
$547,776
0.01% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
1,451
shares
|
$543,283
0.01% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
1,446
shares
|
$541,411
0.05% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
1,434
shares
|
$536,918
0.01% of portfolio
|
Q2 2025
Added 84.79%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
1,430
shares
|
$535,420
0.17% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
1,425
shares
|
$533,548
0.08% of portfolio
|
Q4 2019
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,410
shares
|
$527,932
0.01% of portfolio
|
Q2 2025
Reduced 37.47%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,406
shares
|
$526,434
0.03% of portfolio
|
Q2 2024
Reduced 5.64%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,403
shares
|
$525,311
0.19% of portfolio
|
Q1 2021
Reduced 3.31%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
1,401
shares
|
$524,562
0.17% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
1,400
shares
|
$524,188
0.0% of portfolio
|
Q2 2021
Added 291.06%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
1,390
shares
|
$520,443
0.07% of portfolio
|
Q2 2025
Reduced 49.73%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
1,377
shares
|
$515,576
0.04% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jul 31, 2025 Q2 2025 |
1,377
shares
|
$515,576
0.17% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
1,364
shares
|
$510,708
0.11% of portfolio
|
Q4 2024
Reduced 20.09%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,352
shares
|
$506,215
0.01% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Ackerman Asset Management, LLC
Rockville, MD |
Aug 13, 2025 Q2 2025 |
1,350
shares
|
$505,467
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
1,343
shares
|
$502,846
0.0% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
1,337
shares
|
$500,599
0.27% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
1,331
shares
|
$498,353
0.02% of portfolio
|
Q2 2025
Reduced 2.56%
|