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 |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
20,082
shares
|
$7.52 Million
0.2% of portfolio
|
Q2 2025
Added 62656.25%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
19,764
shares
|
$7.4 Million
0.4% of portfolio
|
Q2 2025
Added 406.9%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
19,360
shares
|
$7.25 Million
0.01% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Aug 05, 2025 Q2 2025 |
19,293
shares
|
$7.22 Million
4.67% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
18,971
shares
|
$7.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Jordan Park Group LLC
|
Jul 31, 2025 Q2 2025 |
18,898
shares
|
$7.08 Million
0.44% of portfolio
|
Q4 2024
Reduced 17.04%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
18,896
shares
|
$7.08 Million
1.41% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
18,481
shares
|
$6.92 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
18,402
shares
|
$6.89 Million
1.46% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
18,223
shares
|
$6.82 Million
1.76% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
18,164
shares
|
$6.8 Million
0.34% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
18,134
shares
|
$6.79 Million
0.06% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
18,121
shares
|
$6.78 Million
0.06% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
18,025
shares
|
$6.75 Million
2.18% of portfolio
|
Q2 2025
Added 16.79%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
17,730
shares
|
$6.64 Million
2.33% of portfolio
|
Q3 2024
New holding
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
17,567
shares
|
$6.58 Million
0.51% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
17,250
shares
|
$6.46 Million
0.02% of portfolio
|
Q2 2025
Added 28.51%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
17,236
shares
|
$6.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.44%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
17,033
shares
|
$6.38 Million
0.19% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
16,859
shares
|
$6.31 Million
0.57% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
16,773
shares
|
$6.28 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
16,575
shares
|
$6.21 Million
0.8% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
16,453
shares
|
$6.16 Million
2.26% of portfolio
|
Q2 2023
Reduced 1.33%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
16,451
shares
|
$6.16 Million
0.31% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
16,375
shares
|
$6.13 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.92%
|