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 |
|---|---|---|---|---|---|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
73
shares
|
$27,777
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
73
shares
|
$27,777
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
70
shares
|
$26,636
0.01% of portfolio
|
Q2 2025
Reduced 99.87%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
68
shares
|
$25,875
0.0% of portfolio
|
Q4 2024
Reduced 45.6%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
61
shares
|
$23,211
0.01% of portfolio
|
Q2 2022
Reduced 94.73%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
60
shares
|
$22,831
0.01% of portfolio
|
Q1 2025
Reduced 60.26%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
59
shares
|
$22,450
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
56
shares
|
$21,309
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
55
shares
|
$20,928
0.0% of portfolio
|
Q2 2025
Reduced 49.54%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
53
shares
|
$20,167
0.0% of portfolio
|
Q4 2023
Reduced 40.45%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
51
shares
|
$19,406
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
50
shares
|
$19,026
0.01% of portfolio
|
Q4 2023
Added 455.56%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
50
shares
|
$19,026
0.01% of portfolio
|
Q4 2022
Reduced 85.71%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
49
shares
|
$18,645
0.0% of portfolio
|
Q2 2022
Reduced 57.02%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
46
shares
|
$17,503
0.01% of portfolio
|
Q3 2025
Added 318.18%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
46
shares
|
$17,503
0.0% of portfolio
|
Q4 2023
Reduced 17.86%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
44
shares
|
$16,742
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
43
shares
|
$16,362
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
39
shares
|
$14,840
0.01% of portfolio
|
Q3 2025
Reduced 87.13%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
38
shares
|
$14,459
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
35
shares
|
$13,318
0.0% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
32
shares
|
$12,176
0.0% of portfolio
|
Q3 2025
Reduced 70.91%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
32
shares
|
$12,176
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
32
shares
|
$12,176
0.0% of portfolio
|
Q3 2025
Reduced 80.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
31
shares
|
$11,796
0.01% of portfolio
|
Q3 2024
Added 3.33%
|
|