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 |
|---|---|---|---|---|---|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
53,882
shares
|
$20.5 Million
3.27% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
52,138
shares
|
$19.8 Million
9.56% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
51,500
shares
|
$19.6 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
50,371
shares
|
$19.2 Million
2.9% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
50,162
shares
|
$19.1 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
49,470
shares
|
$18.8 Million
1.46% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
49,216
shares
|
$18.7 Million
0.75% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
49,127
shares
|
$18.7 Million
0.45% of portfolio
|
Q2 2025
Added 12.23%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
48,559
shares
|
$18.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
44,655
shares
|
$17 Million
17.15% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
43,909
shares
|
$16.7 Million
0.01% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
43,529
shares
|
$16.6 Million
0.6% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
43,472
shares
|
$16.5 Million
0.29% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
43,067
shares
|
$16.4 Million
0.46% of portfolio
|
Q3 2023
Reduced 1.58%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
42,810
shares
|
$16.3 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
41,986
shares
|
$16 Million
0.05% of portfolio
|
Q3 2025
Added 22.26%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
41,937
shares
|
$16 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
41,229
shares
|
$15.7 Million
0.74% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
40,818
shares
|
$15.5 Million
0.03% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
40,182
shares
|
$15.3 Million
0.01% of portfolio
|
Q3 2025
Added 41.79%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
39,916
shares
|
$15.2 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
39,883
shares
|
$15.2 Million
0.08% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
39,020
shares
|
$14.8 Million
5.74% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
38,808
shares
|
$14.8 Million
1.54% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
38,649
shares
|
$14.7 Million
7.16% of portfolio
|
Q3 2025
Reduced 1.12%
|
|