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 |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
982
shares
|
$367,680
0.03% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
982
shares
|
$367,680
0.03% of portfolio
|
Q2 2022
Reduced 7.1%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
978
shares
|
$366,182
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
975
shares
|
$365,059
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
975
shares
|
$365,059
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
967
shares
|
$362,064
0.07% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
967
shares
|
$362,064
0.02% of portfolio
|
Q2 2023
Reduced 3.4%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
967
shares
|
$362,064
0.02% of portfolio
|
Q2 2023
Reduced 3.4%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Aug 12, 2025 Q2 2025 |
959
shares
|
$359,068
0.04% of portfolio
|
Q2 2025
Reduced 19.68%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
957
shares
|
$358,319
0.0% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
951
shares
|
$356,073
0.01% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
947
shares
|
$354,575
0.14% of portfolio
|
Q2 2024
Reduced 6.52%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
942
shares
|
$352,703
0.0% of portfolio
|
Q2 2025
Added 29.22%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
919
shares
|
$344,091
0.03% of portfolio
|
Q2 2025
Reduced 12.64%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
919
shares
|
$344,091
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Aug 27, 2025 Q2 2025 |
918
shares
|
$343,717
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
918
shares
|
$343,717
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
906
shares
|
$339,224
0.02% of portfolio
|
Q1 2025
Added 285.53%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Sep 04, 2025 Q2 2025 |
901
shares
|
$337,352
0.02% of portfolio
|
Q2 2025
Reduced 18.17%
|
|
|
Davidson Investment Advisors
|
Jul 28, 2025 Q2 2025 |
900
shares
|
$336,978
0.01% of portfolio
|
Q1 2025
Reduced 26.11%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
900
shares
|
$336,978
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
897
shares
|
$335,854
0.08% of portfolio
|
Q2 2025
Reduced 7.05%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
891
shares
|
$333,608
0.02% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
878
shares
|
$328,740
0.03% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jul 29, 2025 Q2 2025 |
878
shares
|
$328,740
0.13% of portfolio
|
Q2 2025
Added 0.23%
|