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 |
|---|---|---|---|---|---|
|
Mosaic Advisors LLC
Houston, TX |
Nov 12, 2025 Q3 2025 |
8,729
shares
|
$3.32 Million
8.2% of portfolio
|
Q3 2025
New holding
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
8,625
shares
|
$3.28 Million
1.76% of portfolio
|
Q2 2025
Reduced 56.55%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
8,613
shares
|
$3.28 Million
1.03% of portfolio
|
Q2 2025
Added 40.39%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,564
shares
|
$3.26 Million
0.05% of portfolio
|
Q3 2022
Reduced 21.13%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
8,524
shares
|
$3.24 Million
0.37% of portfolio
|
Q3 2025
Reduced 9.26%
|
|
|
First Hawaiian Bank
|
Jan 05, 2026 Q4 2025 |
8,506
shares
|
$3.24 Million
0.44% of portfolio
|
Q4 2025
Reduced 1.49%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,477
shares
|
$3.23 Million
1.78% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
8,375
shares
|
$3.19 Million
0.38% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Oct 23, 2025 Q3 2025 |
8,299
shares
|
$3.16 Million
1.66% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
8,252
shares
|
$3.14 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
8,223
shares
|
$3.13 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
8,130
shares
|
$3.09 Million
0.41% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
8,090
shares
|
$3.08 Million
0.03% of portfolio
|
Q4 2025
Added 160.8%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
8,078
shares
|
$3.07 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
8,019
shares
|
$3.05 Million
0.74% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
8,018
shares
|
$3.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,013
shares
|
$3.05 Million
0.03% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
7,964
shares
|
$3.03 Million
0.08% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,838
shares
|
$2.98 Million
0.39% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
7,834
shares
|
$2.98 Million
0.02% of portfolio
|
Q3 2025
Added 34.95%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
7,830
shares
|
$2.98 Million
0.05% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
7,612
shares
|
$2.9 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
7,607
shares
|
$2.89 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
7,455
shares
|
$2.84 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
7,401
shares
|
$2.82 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.59%
|
|