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 909 institutions that hold shares in the stock, with a total of 26.3 Million shares, which have been reported (via 13F filing form) to have a value of $9.46 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 |
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
198,408
shares
|
$71.7 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
184,423
shares
|
$66.7 Million
15.01% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
180,763
shares
|
$65.4 Million
3.15% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Jul 25, 2025 Q2 2025 |
178,520
shares
|
$64.6 Million
11.35% of portfolio
|
Q2 2025
Added 24.73%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
177,993
shares
|
$64.4 Million
2.75% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
166,886
shares
|
$60.3 Million
0.89% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
165,833
shares
|
$60 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
165,520
shares
|
$59.9 Million
0.15% of portfolio
|
Q2 2023
Reduced 1.73%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
164,459
shares
|
$59.5 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
159,847
shares
|
$57.8 Million
7.13% of portfolio
|
Q3 2022
Added 9.08%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
159,700
shares
|
$57.7 Million
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
159,610
shares
|
$57.7 Million
1.05% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
156,190
shares
|
$56.5 Million
0.62% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
154,840
shares
|
$56 Million
4.35% of portfolio
|
Q1 2025
Added 11.06%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
153,369
shares
|
$55.5 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
150,681
shares
|
$54.5 Million
0.02% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
141,848
shares
|
$51.3 Million
0.02% of portfolio
|
Q1 2025
Added 16.59%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
140,371
shares
|
$50.8 Million
0.71% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
134,034
shares
|
$48.5 Million
0.01% of portfolio
|
Q1 2025
Added 12.04%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
130,295
shares
|
$47.1 Million
1.01% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
129,579
shares
|
$46.9 Million
9.41% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Wind River Trust CO
|
May 15, 2025 Q1 2025 |
124,692
shares
|
$45.1 Million
16.99% of portfolio
|
Q4 2022
Reduced 0.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
120,997
shares
|
$43.8 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
118,995
shares
|
$43 Million
0.31% of portfolio
|
Q1 2025
Added 37.56%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
118,703
shares
|
$42.9 Million
0.21% of portfolio
|
Q1 2025
Added 12.83%
|