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 945 institutions that hold shares in the stock, with a total of 26.8 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 |
|---|---|---|---|---|---|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Nov 05, 2025 Q3 2025 |
659
shares
|
$250,762
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
654
shares
|
$248,860
0.02% of portfolio
|
Q3 2025
Added 380.88%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
650
shares
|
$247,338
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
650
shares
|
$247,338
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
650
shares
|
$247,338
0.03% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Rezny Wealth Management, Inc.
|
Oct 22, 2025 Q3 2025 |
650
shares
|
$247,338
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
645
shares
|
$245,435
0.07% of portfolio
|
Q1 2024
Reduced 13.77%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
635
shares
|
$241,630
0.0% of portfolio
|
Q1 2025
Reduced 49.36%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Oct 27, 2025 Q3 2025 |
635
shares
|
$241,630
0.12% of portfolio
|
Q3 2025
Reduced 66.26%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
634
shares
|
$241,249
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
633
shares
|
$240,869
0.16% of portfolio
|
Q3 2025
Reduced 17.58%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
632
shares
|
$240,488
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
630
shares
|
$239,727
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
626
shares
|
$238,205
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
624
shares
|
$237,444
0.01% of portfolio
|
Q1 2023
Reduced 85.0%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
622
shares
|
$236,683
0.14% of portfolio
|
Q3 2025
Reduced 79.59%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
615
shares
|
$234,019
0.04% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
615
shares
|
$234,019
0.04% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
614
shares
|
$233,639
0.01% of portfolio
|
Q4 2022
Reduced 53.73%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
614
shares
|
$233,639
0.02% of portfolio
|
Q2 2023
Reduced 3.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
613
shares
|
$233,258
0.04% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
612
shares
|
$232,878
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
611
shares
|
$232,497
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
603
shares
|
$229,453
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
601
shares
|
$228,692
0.02% of portfolio
|
Q2 2025
New holding
|
|