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 |
|---|---|---|---|---|---|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
680
shares
|
$254,605
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
680
shares
|
$254,605
0.07% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
675
shares
|
$252,733
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
674
shares
|
$252,359
0.05% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 22, 2025 Q2 2025 |
668
shares
|
$250,112
0.04% of portfolio
|
Q2 2025
Reduced 53.06%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
668
shares
|
$250,112
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
661
shares
|
$247,491
0.04% of portfolio
|
Q3 2024
Added 64.84%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
661
shares
|
$247,491
0.03% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
660
shares
|
$247,117
0.04% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
659
shares
|
$246,742
0.04% of portfolio
|
Q2 2025
Reduced 20.02%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
657
shares
|
$245,993
0.07% of portfolio
|
Q3 2024
Reduced 17.98%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
654
shares
|
$244,870
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
650
shares
|
$243,373
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
650
shares
|
$243,373
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
650
shares
|
$243,373
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
650
shares
|
$243,373
0.03% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Rezny Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
650
shares
|
$243,373
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
647
shares
|
$242,249
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
645
shares
|
$241,500
0.08% of portfolio
|
Q1 2024
Reduced 13.77%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
635
shares
|
$237,756
0.0% of portfolio
|
Q1 2025
Reduced 49.36%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
634
shares
|
$237,382
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
630
shares
|
$235,884
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
629
shares
|
$235,510
0.0% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
626
shares
|
$234,386
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
625
shares
|
$234,012
0.01% of portfolio
|
Q2 2025
New holding
|