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 |
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
659
shares
|
$238,287
0.04% of portfolio
|
Q2 2025
Reduced 20.02%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
657
shares
|
$237,564
0.07% of portfolio
|
Q3 2024
Reduced 17.98%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
654
shares
|
$236,479
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Rezny Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
650
shares
|
$235,033
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
650
shares
|
$235,033
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
650
shares
|
$235,033
0.03% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
650
shares
|
$235,033
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
647
shares
|
$233,948
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
645
shares
|
$233,225
0.08% of portfolio
|
Q1 2024
Reduced 13.77%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
635
shares
|
$229,609
0.0% of portfolio
|
Q1 2025
Reduced 49.36%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
634
shares
|
$229,248
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
630
shares
|
$227,801
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
629
shares
|
$227,440
0.0% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
626
shares
|
$226,355
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
625
shares
|
$225,993
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
624
shares
|
$225,632
0.01% of portfolio
|
Q1 2023
Reduced 85.0%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
624
shares
|
$225,632
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
614
shares
|
$222,016
0.02% of portfolio
|
Q2 2023
Reduced 3.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
614
shares
|
$222,016
0.01% of portfolio
|
Q4 2022
Reduced 53.73%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
613
shares
|
$221,654
0.04% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
612
shares
|
$221,293
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
611
shares
|
$220,931
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
603
shares
|
$218,038
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
601
shares
|
$217,315
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
594
shares
|
$214,784
0.01% of portfolio
|
Q2 2025
New holding
|