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 911 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 $9.52 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 |
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
819
shares
|
$296,142
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
803
shares
|
$290,356
0.08% of portfolio
|
Q1 2025
Reduced 60.46%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
800
shares
|
$289,272
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
788
shares
|
$284,932
0.1% of portfolio
|
Q1 2023
Reduced 18.17%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
788
shares
|
$284,932
0.01% of portfolio
|
Q2 2025
Reduced 39.29%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
784
shares
|
$283,486
0.17% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
783
shares
|
$283,124
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
783
shares
|
$283,124
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
783
shares
|
$283,124
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
777
shares
|
$280,955
0.01% of portfolio
|
Q1 2025
Added 14.77%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
776
shares
|
$280,593
0.0% of portfolio
|
Q1 2025
Reduced 77.32%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
776
shares
|
$280,593
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Summit Place Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
775
shares
|
$280,232
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
768
shares
|
$277,701
0.18% of portfolio
|
Q2 2024
Reduced 18.04%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
768
shares
|
$277,701
0.01% of portfolio
|
Q3 2024
Reduced 14.0%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
768
shares
|
$277,701
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
764
shares
|
$276,254
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
764
shares
|
$276,254
0.02% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
755
shares
|
$273,000
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
754
shares
|
$272,638
0.02% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
750
shares
|
$271,192
0.08% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
750
shares
|
$271,192
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
741
shares
|
$267,938
0.02% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
740
shares
|
$267,576
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
738
shares
|
$266,853
0.18% of portfolio
|
Q2 2025
New holding
|