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 948 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 |
|---|---|---|---|---|---|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
5,815
shares
|
$2.21 Million
0.42% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
5,804
shares
|
$2.21 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Nov 03, 2025 Q3 2025 |
5,712
shares
|
$2.17 Million
1.63% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
5,695
shares
|
$2.17 Million
0.11% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
5,690
shares
|
$2.17 Million
1.35% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,659
shares
|
$2.15 Million
0.02% of portfolio
|
Q2 2025
Added 38.53%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,659
shares
|
$2.15 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
5,620
shares
|
$2.14 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
5,548
shares
|
$2.11 Million
0.26% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Verum Partners LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
5,539
shares
|
$2.11 Million
0.45% of portfolio
|
Q4 2023
Reduced 3.48%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
5,495
shares
|
$2.09 Million
1.41% of portfolio
|
Q4 2025
Reduced 0.16%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
5,495
shares
|
$2.09 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
5,484
shares
|
$2.09 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
5,419
shares
|
$2.06 Million
0.02% of portfolio
|
Q3 2025
Reduced 36.18%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
5,419
shares
|
$2.06 Million
0.13% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
5,395
shares
|
$2.05 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
5,365
shares
|
$2.04 Million
0.06% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
5,275
shares
|
$2.01 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,244
shares
|
$2 Million
0.0% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Oct 27, 2025 Q3 2025 |
5,241
shares
|
$1.99 Million
0.81% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
5,230
shares
|
$1.99 Million
1.1% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
5,223
shares
|
$1.99 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
5,206
shares
|
$1.98 Million
0.21% of portfolio
|
Q4 2023
Reduced 1.05%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
5,180
shares
|
$1.97 Million
0.27% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
5,117
shares
|
$1.95 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|