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 |
|---|---|---|---|---|---|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
864
shares
|
$323,498
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
850
shares
|
$318,257
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
849
shares
|
$317,882
0.06% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
843
shares
|
$315,636
0.03% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
839
shares
|
$314,138
0.01% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
824
shares
|
$308,522
0.04% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
819
shares
|
$306,649
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Jul 15, 2025 Q2 2025 |
819
shares
|
$306,649
0.37% of portfolio
|
Q2 2025
Reduced 22.95%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
803
shares
|
$300,659
0.08% of portfolio
|
Q1 2025
Reduced 60.46%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
800
shares
|
$299,536
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
788
shares
|
$295,042
0.1% of portfolio
|
Q1 2023
Reduced 18.17%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
788
shares
|
$295,042
0.01% of portfolio
|
Q2 2025
Reduced 39.29%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
784
shares
|
$293,545
0.17% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
783
shares
|
$293,170
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
783
shares
|
$293,170
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
783
shares
|
$293,170
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
777
shares
|
$290,924
0.01% of portfolio
|
Q1 2025
Added 14.77%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
776
shares
|
$290,549
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Summit Place Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
775
shares
|
$290,175
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
768
shares
|
$287,554
0.18% of portfolio
|
Q2 2024
Reduced 18.04%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
768
shares
|
$287,554
0.01% of portfolio
|
Q3 2024
Reduced 14.0%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
768
shares
|
$287,554
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
765
shares
|
$286,431
0.02% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
764
shares
|
$286,056
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
755
shares
|
$282,687
0.16% of portfolio
|
Q4 2023
New holding
|