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 925 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 $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
4,971
shares
|
$1.8 Million
0.05% of portfolio
|
Q2 2025
Added 18.64%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
4,907
shares
|
$1.77 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
4,870
shares
|
$1.76 Million
0.02% of portfolio
|
Q2 2025
Reduced 29.94%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,855
shares
|
$1.76 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
4,833
shares
|
$1.75 Million
0.84% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
4,795
shares
|
$1.73 Million
0.13% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
4,761
shares
|
$1.72 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
4,746
shares
|
$1.72 Million
0.48% of portfolio
|
Q2 2025
Reduced 16.16%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
4,687
shares
|
$1.69 Million
0.25% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Aug 14, 2025 Q2 2025 |
4,675
shares
|
$1.69 Million
0.11% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
4,670
shares
|
$1.69 Million
0.71% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
4,649
shares
|
$1.68 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
4,598
shares
|
$1.66 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
4,550
shares
|
$1.65 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
4,508
shares
|
$1.63 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
4,468
shares
|
$1.62 Million
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
4,413
shares
|
$1.6 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
4,388
shares
|
$1.59 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
4,348
shares
|
$1.57 Million
0.22% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
4,284
shares
|
$1.55 Million
0.04% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
4,280
shares
|
$1.55 Million
0.04% of portfolio
|
Q2 2025
Added 23.45%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,252
shares
|
$1.54 Million
0.02% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
4,249
shares
|
$1.54 Million
0.38% of portfolio
|
Q2 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,235
shares
|
$1.53 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
4,179
shares
|
$1.51 Million
0.01% of portfolio
|
Q2 2025
Added 0.02%
|