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 |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
533
shares
|
$199,565
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
532
shares
|
$199,191
0.02% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
509
shares
|
$190,579
0.03% of portfolio
|
Q1 2025
Added 90.64%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
504
shares
|
$188,707
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
500
shares
|
$187,210
0.02% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
487
shares
|
$182,342
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
473
shares
|
$177,100
0.01% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
472
shares
|
$176,726
0.03% of portfolio
|
Q3 2024
Added 18.89%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
447
shares
|
$167,365
0.0% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
443
shares
|
$165,868
0.04% of portfolio
|
Q1 2024
Added 14.77%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
435
shares
|
$162,872
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
421
shares
|
$157,630
0.02% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
413
shares
|
$154,635
0.03% of portfolio
|
Q1 2025
Reduced 59.11%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
413
shares
|
$154,635
0.03% of portfolio
|
Q2 2025
Reduced 16.9%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
409
shares
|
$153,137
0.08% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
403
shares
|
$150,891
0.03% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
400
shares
|
$149,768
0.03% of portfolio
|
Q3 2019
Reduced 51.57%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
395
shares
|
$147,895
0.06% of portfolio
|
Q4 2024
Reduced 20.04%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
395
shares
|
$147,895
0.01% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
375
shares
|
$140,407
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
370
shares
|
$138,535
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
350
shares
|
$131,047
0.05% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
345
shares
|
$129,174
0.01% of portfolio
|
Q2 2025
Reduced 23.16%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
343
shares
|
$128,426
0.03% of portfolio
|
Q1 2025
Reduced 11.6%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
325
shares
|
$121,686
0.0% of portfolio
|
Q2 2025
Reduced 1.52%
|