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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
624
shares
|
$233,638
0.01% of portfolio
|
Q1 2023
Reduced 85.0%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
624
shares
|
$233,638
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
614
shares
|
$229,893
0.02% of portfolio
|
Q2 2023
Reduced 3.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
614
shares
|
$229,893
0.01% of portfolio
|
Q4 2022
Reduced 53.73%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
613
shares
|
$229,519
0.04% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
612
shares
|
$229,145
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
611
shares
|
$228,770
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
603
shares
|
$225,775
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
601
shares
|
$225,026
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
601
shares
|
$225,026
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
594
shares
|
$222,405
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
593
shares
|
$222,031
0.01% of portfolio
|
Q3 2024
Added 314.69%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
584
shares
|
$218,661
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
583
shares
|
$218,286
0.06% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
580
shares
|
$217,163
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
578
shares
|
$216,414
0.1% of portfolio
|
Q2 2024
Reduced 25.99%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
576
shares
|
$215,665
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
575
shares
|
$215,291
0.02% of portfolio
|
Q2 2025
Reduced 74.49%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
574
shares
|
$214,917
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
573
shares
|
$214,542
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
562
shares
|
$210,424
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
560
shares
|
$209,675
0.04% of portfolio
|
Q2 2023
Added 133.33%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
558
shares
|
$208,926
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
550
shares
|
$205,931
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
546
shares
|
$204,433
0.0% of portfolio
|
Q2 2025
Added 232.93%
|