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 |
|---|---|---|---|---|---|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
1,185
shares
|
$443,687
0.14% of portfolio
|
Q3 2021
Reduced 3.27%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
1,183
shares
|
$442,938
0.02% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
1,178
shares
|
$441,066
0.04% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
1,175
shares
|
$439,943
0.22% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
1,154
shares
|
$432,080
0.04% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
1,150
shares
|
$430,583
0.07% of portfolio
|
Q4 2023
Reduced 23.33%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
1,150
shares
|
$430,583
0.03% of portfolio
|
Q2 2024
Reduced 16.06%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
1,149
shares
|
$430,208
0.01% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
1,147
shares
|
$429,459
0.03% of portfolio
|
Q3 2024
Reduced 12.82%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
1,145
shares
|
$428,710
0.08% of portfolio
|
Q3 2021
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
1,144
shares
|
$428,336
0.01% of portfolio
|
Q2 2025
Reduced 50.9%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
1,136
shares
|
$425,341
0.01% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
1,135
shares
|
$424,966
0.13% of portfolio
|
Q2 2025
Reduced 14.92%
|
|
|
Fluent Financial, LLC
|
Jul 23, 2025 Q2 2025 |
1,127
shares
|
$421,971
0.19% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,120
shares
|
$419,350
0.01% of portfolio
|
Q2 2025
Added 1300.0%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,108
shares
|
$414,857
0.07% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
1,108
shares
|
$414,857
0.05% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,103
shares
|
$412,985
0.0% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
1,100
shares
|
$411,862
0.06% of portfolio
|
Q4 2022
Reduced 15.25%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
1,096
shares
|
$410,364
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,095
shares
|
$409,989
0.22% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
1,090
shares
|
$408,117
0.07% of portfolio
|
Q4 2021
Reduced 3.71%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
1,087
shares
|
$406,994
0.03% of portfolio
|
Q2 2025
Added 54.4%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,083
shares
|
$405,496
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,070
shares
|
$400,629
0.01% of portfolio
|
Q2 2025
Reduced 22.74%
|