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 |
|---|---|---|---|---|---|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
15,826
shares
|
$5.93 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
15,750
shares
|
$5.9 Million
1.07% of portfolio
|
Q2 2025
Added 8146.07%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
15,337
shares
|
$5.74 Million
4.76% of portfolio
|
Q4 2023
New holding
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
15,294
shares
|
$5.73 Million
1.44% of portfolio
|
Q3 2024
Added 41.18%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
15,242
shares
|
$5.71 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
15,025
shares
|
$5.63 Million
4.63% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
14,820
shares
|
$5.55 Million
2.52% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,696
shares
|
$5.5 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Cambridge Associates LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
14,597
shares
|
$5.47 Million
0.11% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,589
shares
|
$5.46 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.66%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
14,559
shares
|
$5.45 Million
0.46% of portfolio
|
Q1 2023
Reduced 2.9%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
14,455
shares
|
$5.41 Million
1.38% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
14,414
shares
|
$5.4 Million
0.12% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,258
shares
|
$5.34 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
13,881
shares
|
$5.2 Million
1.31% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
13,728
shares
|
$5.14 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
13,409
shares
|
$5.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
13,366
shares
|
$5 Million
0.72% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
13,308
shares
|
$4.98 Million
0.4% of portfolio
|
Q1 2025
Added 16.89%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
13,245
shares
|
$4.96 Million
0.36% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,244
shares
|
$4.96 Million
0.63% of portfolio
|
Q4 2022
Reduced 16.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
13,223
shares
|
$4.95 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
13,004
shares
|
$4.87 Million
1.62% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
12,770
shares
|
$4.78 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
12,737
shares
|
$4.77 Million
0.09% of portfolio
|
Q2 2025
Added 552.18%
|