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 949 institutions that hold shares in the stock, with a total of 26.7 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
5,063
shares
|
$1.93 Million
0.41% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
5,051
shares
|
$1.92 Million
0.43% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
5,001
shares
|
$1.9 Million
0.08% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
4,964
shares
|
$1.89 Million
0.03% of portfolio
|
Q4 2025
Added 165.74%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
4,931
shares
|
$1.88 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2025 Q3 2025 |
4,927
shares
|
$1.87 Million
0.12% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
4,904
shares
|
$1.87 Million
0.02% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,855
shares
|
$1.85 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
4,847
shares
|
$1.84 Million
0.11% of portfolio
|
Q4 2025
Reduced 0.25%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
4,845
shares
|
$1.84 Million
0.73% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
4,804
shares
|
$1.83 Million
0.13% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
4,750
shares
|
$1.81 Million
0.08% of portfolio
|
Q3 2025
Reduced 24.6%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
4,698
shares
|
$1.79 Million
0.02% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Nov 17, 2025 Q3 2025 |
4,670
shares
|
$1.78 Million
0.75% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Cohen Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
4,637
shares
|
$1.76 Million
0.28% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
4,559
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
4,548
shares
|
$1.73 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
4,547
shares
|
$1.73 Million
0.05% of portfolio
|
Q3 2025
Added 105.75%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
4,545
shares
|
$1.73 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
4,508
shares
|
$1.72 Million
0.07% of portfolio
|
Q4 2025
Added 3.92%
|
|
|
Motive Wealth Advisors
|
Jan 15, 2026 Q4 2025 |
4,508
shares
|
$1.72 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
4,476
shares
|
$1.7 Million
0.44% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
4,468
shares
|
$1.7 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
4,405
shares
|
$1.68 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.18%
|
|