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 |
|---|---|---|---|---|---|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
25,323
shares
|
$9.48 Million
0.02% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
24,806
shares
|
$9.29 Million
0.0% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
24,740
shares
|
$9.26 Million
0.03% of portfolio
|
Q2 2025
Reduced 58.32%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
24,593
shares
|
$9.21 Million
0.59% of portfolio
|
Q2 2025
Added 30.56%
|
|
|
Humankind Investments LLC
|
Aug 14, 2025 Q2 2025 |
24,570
shares
|
$9.2 Million
2.16% of portfolio
|
Q4 2023
New holding
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
24,454
shares
|
$9.16 Million
1.67% of portfolio
|
Q3 2022
Added 1.21%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
24,012
shares
|
$8.99 Million
0.01% of portfolio
|
Q2 2025
Added 194.55%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
23,722
shares
|
$8.88 Million
8.02% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
23,429
shares
|
$8.77 Million
0.1% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
23,365
shares
|
$8.75 Million
4.26% of portfolio
|
Q2 2025
Reduced 17.76%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
23,003
shares
|
$8.61 Million
2.4% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
22,878
shares
|
$8.57 Million
0.6% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
22,809
shares
|
$8.54 Million
7.33% of portfolio
|
Q4 2024
New holding
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
22,631
shares
|
$8.47 Million
0.25% of portfolio
|
Q2 2024
Added 22.42%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
22,119
shares
|
$8.28 Million
0.17% of portfolio
|
Q3 2023
Added 559.68%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
22,068
shares
|
$8.26 Million
2.76% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
22,066
shares
|
$8.26 Million
0.13% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
21,948
shares
|
$8.22 Million
1.03% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
21,361
shares
|
$8 Million
0.02% of portfolio
|
Q2 2025
Added 18.93%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
21,315
shares
|
$7.98 Million
0.14% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
21,230
shares
|
$7.95 Million
2.91% of portfolio
|
Q2 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
21,032
shares
|
$7.87 Million
0.34% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
20,872
shares
|
$7.81 Million
0.03% of portfolio
|
Q2 2025
Added 22.88%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
20,287
shares
|
$7.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
20,189
shares
|
$7.56 Million
1.74% of portfolio
|
Q2 2025
Reduced 3.37%
|