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 |
|---|---|---|---|---|---|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
600
shares
|
$228,312
0.03% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
593
shares
|
$225,648
0.01% of portfolio
|
Q3 2024
Added 314.69%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
588
shares
|
$223,745
0.0% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
587
shares
|
$223,365
0.16% of portfolio
|
Q3 2025
Reduced 15.42%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
585
shares
|
$222,604
0.07% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
584
shares
|
$222,223
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
584
shares
|
$222,223
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
581
shares
|
$221,082
0.0% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
578
shares
|
$219,940
0.1% of portfolio
|
Q2 2024
Reduced 25.99%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
574
shares
|
$218,418
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
573
shares
|
$218,037
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
569
shares
|
$216,515
0.06% of portfolio
|
Q3 2025
Reduced 16.57%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
567
shares
|
$215,754
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
566
shares
|
$215,374
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
566
shares
|
$215,374
0.0% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
566
shares
|
$215,374
0.01% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
562
shares
|
$213,852
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
562
shares
|
$213,852
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Harfst & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
561
shares
|
$213,471
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
561
shares
|
$213,471
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
560
shares
|
$213,091
0.04% of portfolio
|
Q2 2023
Added 133.33%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
559
shares
|
$212,710
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
558
shares
|
$212,330
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
557
shares
|
$211,949
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
555
shares
|
$211,188
0.02% of portfolio
|
Q3 2025
New holding
|
|