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 |
|---|---|---|---|---|---|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
75,462
shares
|
$27 Million
2.73% of portfolio
|
Q2 2025
Reduced 16.16%
|
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
75,077
shares
|
$26.8 Million
3.47% of portfolio
|
Q2 2025
Reduced 14.05%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
71,754
shares
|
$25.7 Million
3.79% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
70,947
shares
|
$25.4 Million
1.23% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
70,441
shares
|
$25.2 Million
12.43% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
70,182
shares
|
$25.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
67,943
shares
|
$24.3 Million
1.73% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
67,333
shares
|
$24.1 Million
0.16% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
65,125
shares
|
$23.3 Million
5.52% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
65,125
shares
|
$23.3 Million
5.37% of portfolio
|
Q4 2022
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,755
shares
|
$22.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
63,421
shares
|
$22.7 Million
0.2% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Stairway Partners, LLC
|
Jul 03, 2025 Q2 2025 |
63,144
shares
|
$22.6 Million
1.27% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
62,225
shares
|
$22.3 Million
1.87% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
61,517
shares
|
$22 Million
0.39% of portfolio
|
Q1 2025
Added 15.12%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
59,881
shares
|
$21.4 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
59,410
shares
|
$21.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
59,361
shares
|
$21.2 Million
0.08% of portfolio
|
Q1 2025
Added 105.1%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
59,192
shares
|
$21.2 Million
12.58% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
57,953
shares
|
$20.7 Million
0.3% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Compass Financial Group, Inc.
|
May 06, 2025 Q1 2025 |
57,193
shares
|
$20.5 Million
10.1% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
56,688
shares
|
$20.3 Million
0.09% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
56,593
shares
|
$20.2 Million
0.46% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
56,588
shares
|
$20.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
53,882
shares
|
$19.3 Million
3.34% of portfolio
|
Q1 2025
Reduced 0.25%
|