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 |
|---|---|---|---|---|---|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 08, 2025 Q2 2025 |
1,069
shares
|
$400,254
0.19% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,069
shares
|
$400,254
0.01% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,068
shares
|
$399,880
0.12% of portfolio
|
Q1 2024
Reduced 16.1%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
1,057
shares
|
$395,761
0.04% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
1,053
shares
|
$394,264
0.0% of portfolio
|
Q2 2025
Reduced 66.75%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Jun 12, 2025 Q1 2025 |
1,044
shares
|
$390,894
0.34% of portfolio
|
Q1 2025
Reduced 93.81%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
1,040
shares
|
$389,396
0.01% of portfolio
|
Q2 2025
Reduced 35.4%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
1,039
shares
|
$389,022
0.14% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
1,038
shares
|
$388,647
0.03% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,023
shares
|
$383,031
0.0% of portfolio
|
Q2 2025
Added 15.86%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
1,015
shares
|
$380,036
0.04% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,010
shares
|
$378,164
0.08% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
1,009
shares
|
$377,789
0.08% of portfolio
|
Q4 2024
Reduced 26.03%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,007
shares
|
$377,040
0.0% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
1,005
shares
|
$376,292
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,004
shares
|
$375,917
0.24% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$374,420
0.05% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
1,000
shares
|
$374,420
0.05% of portfolio
|
Q1 2025
Reduced 82.96%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,000
shares
|
$374,420
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,000
shares
|
$374,420
0.06% of portfolio
|
Q4 2022
Reduced 18.57%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
1,000
shares
|
$374,420
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
992
shares
|
$371,424
0.08% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
988
shares
|
$369,926
0.01% of portfolio
|
Q2 2025
Reduced 31.86%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
987
shares
|
$369,552
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
985
shares
|
$368,803
0.05% of portfolio
|
Q2 2025
Added 0.2%
|