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 |
|---|---|---|---|---|---|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
44
shares
|
$16,474
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
43
shares
|
$16,100
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
38
shares
|
$14,227
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
34
shares
|
$12,730
0.0% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
32
shares
|
$11,981
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
31
shares
|
$11,607
0.01% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
30
shares
|
$11,232
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
30
shares
|
$11,232
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
28
shares
|
$10,483
0.0% of portfolio
|
Q2 2022
Added 180.0%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
28
shares
|
$10,483
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
26
shares
|
$9,734
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
23
shares
|
$8,611
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
14
shares
|
$5,241
0.0% of portfolio
|
Q2 2023
Added 55.56%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
13
shares
|
$4,867
0.0% of portfolio
|
Q1 2025
Reduced 18.75%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
11
shares
|
$4,118
0.0% of portfolio
|
Q3 2024
Reduced 26.67%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
10
shares
|
$3,744
0.0% of portfolio
|
Q4 2024
Reduced 95.45%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
10
shares
|
$3,744
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
9
shares
|
$3,369
0.0% of portfolio
|
Q2 2024
Reduced 77.5%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
5
shares
|
$1,872
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
1
shares
|
$374
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1
shares
|
$374
0.0% of portfolio
|
Q2 2025
Reduced 75.0%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
1
shares
|
$374
0.0% of portfolio
|
Q1 2025
Reduced 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|