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 |
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
594
shares
|
$214,784
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
593
shares
|
$214,422
0.01% of portfolio
|
Q3 2024
Added 314.69%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
584
shares
|
$211,168
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
583
shares
|
$210,806
0.06% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
580
shares
|
$209,722
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
578
shares
|
$208,999
0.1% of portfolio
|
Q2 2024
Reduced 25.99%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
575
shares
|
$207,914
0.02% of portfolio
|
Q2 2025
Reduced 74.49%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
574
shares
|
$207,552
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
573
shares
|
$207,191
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
562
shares
|
$203,213
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
560
shares
|
$202,490
0.04% of portfolio
|
Q2 2023
Added 133.33%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
558
shares
|
$201,767
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
550
shares
|
$198,874
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
546
shares
|
$197,428
0.0% of portfolio
|
Q2 2025
Added 232.93%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
533
shares
|
$192,727
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
532
shares
|
$192,365
0.02% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
509
shares
|
$184,049
0.03% of portfolio
|
Q1 2025
Added 90.64%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
504
shares
|
$182,241
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
500
shares
|
$180,795
0.02% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
487
shares
|
$176,094
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
473
shares
|
$171,032
0.01% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
472
shares
|
$170,670
0.03% of portfolio
|
Q3 2024
Added 18.89%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
447
shares
|
$161,630
0.0% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
443
shares
|
$160,184
0.04% of portfolio
|
Q1 2024
Added 14.77%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
435
shares
|
$157,291
0.04% of portfolio
|
Q4 2023
New holding
|