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 908 institutions that hold shares in the stock, with a total of 26.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
49
shares
|
$17,522
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
47
shares
|
$16,807
0.01% of portfolio
|
Q3 2024
Reduced 95.71%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
46
shares
|
$16,450
0.0% of portfolio
|
Q4 2023
Reduced 17.86%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
44
shares
|
$15,734
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
43
shares
|
$15,377
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
38
shares
|
$13,589
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
34
shares
|
$12,158
0.0% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
32
shares
|
$11,443
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
32
shares
|
$11,443
0.0% of portfolio
|
Q1 2025
Added 1500.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
31
shares
|
$11,085
0.01% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
30
shares
|
$10,728
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
30
shares
|
$10,728
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
28
shares
|
$10,013
0.0% of portfolio
|
Q2 2022
Added 180.0%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
26
shares
|
$9,297
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
23
shares
|
$8,225
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
14
shares
|
$5,006
0.0% of portfolio
|
Q2 2023
Added 55.56%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
13
shares
|
$4,648
0.0% of portfolio
|
Q1 2025
Reduced 18.75%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
12
shares
|
$4,291
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
11
shares
|
$3,933
0.0% of portfolio
|
Q3 2024
Reduced 26.67%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
11
shares
|
$3,933
0.0% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
10
shares
|
$3,576
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
10
shares
|
$3,576
0.0% of portfolio
|
Q4 2024
Reduced 95.45%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
9
shares
|
$3,218
0.0% of portfolio
|
Q2 2024
Reduced 77.5%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
5
shares
|
$1,788
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
4
shares
|
$1,430
0.0% of portfolio
|
Q3 2023
Reduced 60.0%
|