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 |
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
735
shares
|
$265,768
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
735
shares
|
$265,768
0.07% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
734
shares
|
$265,407
0.0% of portfolio
|
Q1 2024
Reduced 2.78%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
723
shares
|
$261,429
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
716
shares
|
$258,898
0.04% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
713
shares
|
$257,813
0.01% of portfolio
|
Q3 2024
Reduced 21.91%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
710
shares
|
$256,728
0.0% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
709
shares
|
$256,367
0.02% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
708
shares
|
$256,005
0.07% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
700
shares
|
$253,112
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
700
shares
|
$253,112
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
696
shares
|
$251,666
0.0% of portfolio
|
Q2 2025
Reduced 11.56%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
694
shares
|
$250,943
0.18% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
686
shares
|
$248,050
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
682
shares
|
$246,604
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
682
shares
|
$246,604
0.07% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
682
shares
|
$246,604
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
681
shares
|
$246,242
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
680
shares
|
$245,881
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
680
shares
|
$245,881
0.07% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
675
shares
|
$244,073
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
674
shares
|
$243,711
0.05% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
661
shares
|
$239,010
0.03% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
661
shares
|
$239,010
0.04% of portfolio
|
Q3 2024
Added 64.84%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
660
shares
|
$238,649
0.04% of portfolio
|
Q1 2025
Added 1.54%
|