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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
37,135
shares
|
$13.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 34.49%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
37,016
shares
|
$13.9 Million
1.29% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
36,873
shares
|
$13.8 Million
0.49% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
36,493
shares
|
$13.7 Million
0.01% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
36,350
shares
|
$13.6 Million
1.86% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
36,133
shares
|
$13.5 Million
0.2% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
35,325
shares
|
$13.2 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
35,325
shares
|
$13.2 Million
3.29% of portfolio
|
Q4 2020
Reduced 1.29%
|
|
|
American Family Investments, Inc.
Madison, WI |
Aug 15, 2025 Q2 2025 |
34,518
shares
|
$12.9 Million
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
34,342
shares
|
$12.9 Million
0.04% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
34,275
shares
|
$12.8 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
33,253
shares
|
$12.5 Million
0.29% of portfolio
|
Q2 2020
Added 1.5%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
31,700
shares
|
$11.9 Million
2.95% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
29,690
shares
|
$11.1 Million
0.43% of portfolio
|
Q2 2025
Reduced 16.73%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
29,538
shares
|
$11.1 Million
0.02% of portfolio
|
Q1 2025
Added 21.08%
|
|
|
Jvl Associates LLC
|
Jul 18, 2025 Q2 2025 |
29,127
shares
|
$10.9 Million
3.69% of portfolio
|
Q4 2022
Reduced 0.31%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
28,340
shares
|
$10.6 Million
0.01% of portfolio
|
Q2 2025
Added 28.58%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
28,258
shares
|
$10.6 Million
0.01% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Nepc LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
27,847
shares
|
$10.4 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
27,479
shares
|
$10.3 Million
0.56% of portfolio
|
Q3 2023
Reduced 3.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,363
shares
|
$10.2 Million
0.01% of portfolio
|
Q3 2024
Added 10.68%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
25,819
shares
|
$9.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
25,526
shares
|
$9.56 Million
0.81% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
25,520
shares
|
$9.56 Million
0.29% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
25,407
shares
|
$9.51 Million
0.04% of portfolio
|
Q2 2025
Added 3.44%
|