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 |
|---|---|---|---|---|---|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
1,328
shares
|
$497,229
0.01% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,322
shares
|
$494,983
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
1,318
shares
|
$493,485
0.11% of portfolio
|
Q1 2025
Added 57.28%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,314
shares
|
$491,987
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Greenhouse Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,312
shares
|
$491,239
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
1,308
shares
|
$489,741
0.02% of portfolio
|
Q2 2025
Reduced 37.39%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,301
shares
|
$487,120
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
1,293
shares
|
$484,125
0.03% of portfolio
|
Q2 2020
Reduced 16.85%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
1,281
shares
|
$479,632
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,271
shares
|
$475,887
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
1,271
shares
|
$475,887
0.14% of portfolio
|
Q2 2025
Reduced 55.7%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
1,247
shares
|
$466,901
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
1,242
shares
|
$465,029
0.02% of portfolio
|
Q2 2025
Reduced 30.19%
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
1,241
shares
|
$464,655
0.08% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,236
shares
|
$462,783
0.01% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
1,232
shares
|
$461,285
0.12% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
1,232
shares
|
$461,285
0.01% of portfolio
|
Q2 2025
Reduced 12.93%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,232
shares
|
$461,285
0.06% of portfolio
|
Q3 2024
Reduced 38.61%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
1,232
shares
|
$461,285
0.04% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
1,225
shares
|
$458,664
0.14% of portfolio
|
Q3 2024
Reduced 24.62%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
1,213
shares
|
$454,171
0.02% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
1,210
shares
|
$453,048
0.04% of portfolio
|
Q3 2023
Reduced 8.12%
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
1,208
shares
|
$452,299
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
1,204
shares
|
$450,801
0.03% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
1,187
shares
|
$444,436
0.01% of portfolio
|
Q2 2025
Added 13.92%
|