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 |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
140
shares
|
$53,272
0.04% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
140
shares
|
$53,272
0.01% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
137
shares
|
$52,131
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
131
shares
|
$49,848
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
122
shares
|
$46,423
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
120
shares
|
$45,662
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
120
shares
|
$45,662
0.0% of portfolio
|
Q3 2025
Reduced 99.27%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
119
shares
|
$45,281
0.02% of portfolio
|
Q1 2022
Reduced 12.5%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
117
shares
|
$44,520
0.03% of portfolio
|
Q3 2025
Reduced 39.06%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
110
shares
|
$41,857
0.02% of portfolio
|
Q2 2025
Reduced 51.33%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
108
shares
|
$41,096
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2025 Q3 2025 |
107
shares
|
$40,715
0.0% of portfolio
|
Q3 2025
Reduced 11.57%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
106
shares
|
$40,335
0.0% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
100
shares
|
$38,052
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
100
shares
|
$38,052
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
100
shares
|
$38,052
0.01% of portfolio
|
Q4 2022
Reduced 20.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
100
shares
|
$38,052
0.0% of portfolio
|
Q4 2022
Reduced 57.98%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
100
shares
|
$38,052
0.02% of portfolio
|
Q4 2023
Added 1.01%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
98
shares
|
$37,290
0.0% of portfolio
|
Q4 2019
Added 840.82%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
93
shares
|
$35,388
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
83
shares
|
$31,583
0.01% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
83
shares
|
$31,583
0.01% of portfolio
|
Q2 2024
Reduced 13.54%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
75
shares
|
$28,539
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
75
shares
|
$28,539
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
75
shares
|
$28,539
0.01% of portfolio
|
Q3 2025
New holding
|
|