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 |
|---|---|---|---|---|---|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
754
shares
|
$282,312
0.02% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
750
shares
|
$280,815
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
750
shares
|
$280,815
0.08% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
741
shares
|
$277,445
0.02% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
740
shares
|
$277,070
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
738
shares
|
$276,321
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
735
shares
|
$275,198
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
735
shares
|
$275,198
0.07% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
734
shares
|
$274,824
0.0% of portfolio
|
Q1 2024
Reduced 2.78%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
723
shares
|
$270,705
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
716
shares
|
$268,084
0.04% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
713
shares
|
$266,961
0.01% of portfolio
|
Q3 2024
Reduced 21.91%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
710
shares
|
$265,838
0.0% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
710
shares
|
$265,838
0.01% of portfolio
|
Q2 2025
Reduced 67.57%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
709
shares
|
$265,463
0.02% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
708
shares
|
$265,089
0.07% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
700
shares
|
$262,094
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
700
shares
|
$262,094
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
696
shares
|
$260,596
0.0% of portfolio
|
Q2 2025
Reduced 11.56%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
694
shares
|
$259,847
0.18% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
686
shares
|
$256,852
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
682
shares
|
$255,354
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
682
shares
|
$255,354
0.07% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
682
shares
|
$255,354
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
681
shares
|
$254,980
0.02% of portfolio
|
Q1 2024
New holding
|