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 946 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 |
|---|---|---|---|---|---|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,866,416
shares
|
$710 Million
7.76% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
1,442,724
shares
|
$549 Million
0.07% of portfolio
|
Q3 2025
Reduced 11.4%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,310,089
shares
|
$499 Million
0.03% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,033,687
shares
|
$393 Million
0.01% of portfolio
|
Q2 2024
Added 7.91%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,018,981
shares
|
$388 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
654,938
shares
|
$249 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Unc Management Company, Inc.
Chapel Hill, NC |
Nov 14, 2025 Q3 2025 |
525,303
shares
|
$200 Million
22.39% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
517,588
shares
|
$197 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
512,894
shares
|
$195 Million
0.06% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
466,979
shares
|
$178 Million
0.33% of portfolio
|
Q3 2023
Reduced 28.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
399,706
shares
|
$152 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.28%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
396,764
shares
|
$151 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
349,440
shares
|
$133 Million
7.68% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
349,410
shares
|
$133 Million
0.08% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
341,309
shares
|
$130 Million
10.43% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
320,850
shares
|
$122 Million
0.14% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
295,342
shares
|
$112 Million
20.3% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
290,399
shares
|
$111 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
273,239
shares
|
$104 Million
0.18% of portfolio
|
Q3 2025
Added 16.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
265,580
shares
|
$101 Million
0.02% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
244,362
shares
|
$93 Million
9.44% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
239,721
shares
|
$91.2 Million
0.88% of portfolio
|
Q3 2023
Added 3.38%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
233,983
shares
|
$89 Million
7.17% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
224,940
shares
|
$85.6 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
222,651
shares
|
$84.7 Million
0.14% of portfolio
|
Q3 2025
Added 2.32%
|
|