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 |
|---|---|---|---|---|---|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
10,241
shares
|
$3.9 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
10,220
shares
|
$3.89 Million
0.21% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
10,100
shares
|
$3.84 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
9,849
shares
|
$3.75 Million
0.54% of portfolio
|
Q3 2025
Added 884.9%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
9,802
shares
|
$3.73 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
9,766
shares
|
$3.72 Million
0.4% of portfolio
|
Q3 2022
Added 11.07%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
9,738
shares
|
$3.71 Million
0.09% of portfolio
|
Q4 2023
Added 0.1%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
9,679
shares
|
$3.68 Million
1.74% of portfolio
|
Q3 2022
Reduced 1.03%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
9,608
shares
|
$3.66 Million
0.1% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
9,427
shares
|
$3.59 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
9,403
shares
|
$3.58 Million
0.02% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
9,363
shares
|
$3.56 Million
0.38% of portfolio
|
Q1 2021
Added 1.56%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
9,286
shares
|
$3.53 Million
1.36% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
9,286
shares
|
$3.53 Million
1.39% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
9,235
shares
|
$3.51 Million
1.47% of portfolio
|
Q3 2025
Added 144.64%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
9,124
shares
|
$3.47 Million
1.28% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
9,094
shares
|
$3.46 Million
1.79% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Family Office Research LLC
Bethesda, MD |
Nov 04, 2025 Q3 2025 |
9,087
shares
|
$3.46 Million
1.51% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
9,066
shares
|
$3.45 Million
0.56% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
9,009
shares
|
$3.43 Million
0.41% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
8,944
shares
|
$3.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
8,837
shares
|
$3.36 Million
0.13% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,791
shares
|
$3.35 Million
0.07% of portfolio
|
Q2 2025
Reduced 18.59%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
8,754
shares
|
$3.33 Million
0.01% of portfolio
|
Q3 2025
Added 44.34%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
8,752
shares
|
$3.33 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.02%
|
|