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 |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
167
shares
|
$62,528
0.01% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
160
shares
|
$59,907
0.0% of portfolio
|
Q2 2025
Reduced 96.7%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
157
shares
|
$58,783
0.0% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
152
shares
|
$56,911
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
148
shares
|
$55,414
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
148
shares
|
$55,414
0.04% of portfolio
|
Q2 2025
Reduced 25.25%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
145
shares
|
$54,290
0.01% of portfolio
|
Q2 2022
Added 7.41%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
141
shares
|
$52,793
0.01% of portfolio
|
Q4 2024
Reduced 26.18%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
140
shares
|
$52,418
0.03% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
138
shares
|
$51,669
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
137
shares
|
$51,295
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
136
shares
|
$50,921
0.0% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
131
shares
|
$49,049
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
122
shares
|
$45,679
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
London CO Of Virginia
Richmond, VA |
Aug 14, 2025 Q2 2025 |
121
shares
|
$45,304
0.0% of portfolio
|
Q2 2025
Reduced 47.62%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
120
shares
|
$44,930
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
119
shares
|
$44,555
0.02% of portfolio
|
Q1 2022
Reduced 12.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
110
shares
|
$41,186
0.0% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
110
shares
|
$41,186
0.01% of portfolio
|
Q2 2025
Reduced 51.33%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
108
shares
|
$40,437
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
100
shares
|
$37,442
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
100
shares
|
$37,442
0.02% of portfolio
|
Q4 2023
Added 1.01%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
100
shares
|
$37,442
0.0% of portfolio
|
Q4 2022
Reduced 57.98%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
100
shares
|
$37,442
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
100
shares
|
$37,442
0.01% of portfolio
|
Q4 2022
Reduced 20.0%
|