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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
4,236
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
4,226
shares
|
$1.61 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
4,192
shares
|
$1.6 Million
0.28% of portfolio
|
Q3 2025
Added 66.28%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
4,180
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
4,142
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,142
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
4,087
shares
|
$1.56 Million
0.06% of portfolio
|
Q3 2025
Added 13.03%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,030
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
3,968
shares
|
$1.51 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
3,905
shares
|
$1.49 Million
0.43% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
3,893
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,887
shares
|
$1.48 Million
0.03% of portfolio
|
Q4 2023
Reduced 3.67%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
3,885
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
3,882
shares
|
$1.48 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
3,880
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
3,874
shares
|
$1.47 Million
0.04% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
3,860
shares
|
$1.47 Million
0.13% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
3,859
shares
|
$1.47 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
3,856
shares
|
$1.47 Million
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
3,848
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
3,838
shares
|
$1.46 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
3,822
shares
|
$1.45 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,789
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
3,753
shares
|
$1.43 Million
0.04% of portfolio
|
Q2 2025
Added 491.96%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
3,749
shares
|
$1.43 Million
0.07% of portfolio
|
Q3 2025
Added 4.81%
|
|