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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
100
shares
|
$37,442
0.0% of portfolio
|
Q2 2018
Reduced 6.98%
|
|
|
Caldwell Trust CO
Venice, FL |
Sep 22, 2025 Q2 2025 |
98
shares
|
$36,693
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
93
shares
|
$34,821
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
90
shares
|
$33,697
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
83
shares
|
$31,076
0.01% of portfolio
|
Q2 2024
Reduced 13.54%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
76
shares
|
$28,455
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
75
shares
|
$28,081
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
75
shares
|
$28,081
0.01% of portfolio
|
Q3 2024
Reduced 33.63%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
75
shares
|
$28,081
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
73
shares
|
$27,332
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
73
shares
|
$27,332
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
70
shares
|
$26,209
0.01% of portfolio
|
Q2 2025
Reduced 99.87%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
68
shares
|
$25,460
0.0% of portfolio
|
Q4 2024
Reduced 45.6%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
61
shares
|
$22,839
0.01% of portfolio
|
Q2 2022
Reduced 94.73%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
60
shares
|
$22,465
0.01% of portfolio
|
Q1 2025
Reduced 60.26%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
59
shares
|
$22,090
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
56
shares
|
$20,967
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
55
shares
|
$20,593
0.0% of portfolio
|
Q2 2025
Reduced 49.54%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
53
shares
|
$19,844
0.0% of portfolio
|
Q4 2023
Reduced 40.45%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
51
shares
|
$19,095
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
50
shares
|
$18,721
0.01% of portfolio
|
Q4 2022
Reduced 85.71%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
50
shares
|
$18,721
0.01% of portfolio
|
Q4 2023
Added 455.56%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
49
shares
|
$18,346
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
49
shares
|
$18,346
0.0% of portfolio
|
Q2 2022
Reduced 57.02%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
46
shares
|
$17,223
0.0% of portfolio
|
Q4 2023
Reduced 17.86%
|