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 |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
303
shares
|
$113,449
0.04% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
300
shares
|
$112,326
0.04% of portfolio
|
Q1 2023
Added 322.54%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Aug 04, 2025 Q2 2025 |
293
shares
|
$109,705
0.04% of portfolio
|
Q1 2024
Reduced 14.08%
|
|
|
One8zero8, LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
290
shares
|
$108,581
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
289
shares
|
$108,207
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
285
shares
|
$106,709
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
282
shares
|
$105,586
0.0% of portfolio
|
Q2 2025
Added 261.54%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
275
shares
|
$102,965
0.02% of portfolio
|
Q3 2024
Reduced 16.41%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
262
shares
|
$98,098
0.01% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
248
shares
|
$92,856
0.0% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
244
shares
|
$91,358
0.03% of portfolio
|
Q4 2022
Reduced 1.61%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
240
shares
|
$89,860
0.01% of portfolio
|
Q2 2025
Added 24.35%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
239
shares
|
$89,486
0.05% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
236
shares
|
$88,363
0.02% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
225
shares
|
$84,244
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
208
shares
|
$77,879
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
207
shares
|
$77,504
0.03% of portfolio
|
Q2 2025
Added 340.43%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
200
shares
|
$74,884
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
198
shares
|
$74,135
0.04% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
192
shares
|
$71,888
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
180
shares
|
$67,395
0.01% of portfolio
|
Q4 2021
Added 1.69%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
176
shares
|
$65,897
0.01% of portfolio
|
Q2 2025
Added 214.29%
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
175
shares
|
$65,523
0.04% of portfolio
|
Q1 2023
Reduced 30.0%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
175
shares
|
$65,523
0.01% of portfolio
|
Q2 2025
Added 96.63%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
167
shares
|
$62,528
0.01% of portfolio
|
Q2 2025
Added 0.6%
|