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 |
|---|---|---|---|---|---|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
3,729
shares
|
$1.42 Million
0.48% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
3,728
shares
|
$1.42 Million
0.32% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
3,719
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
3,716
shares
|
$1.41 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Augustine Asset Management Inc
|
Oct 22, 2025 Q3 2025 |
3,714
shares
|
$1.41 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
3,707
shares
|
$1.41 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,698
shares
|
$1.41 Million
0.14% of portfolio
|
Q1 2024
Reduced 15.13%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 21, 2025 Q3 2025 |
3,690
shares
|
$1.4 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
3,651
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2025
Reduced 14.78%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
3,597
shares
|
$1.37 Million
1.01% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
3,576
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
3,564
shares
|
$1.36 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
3,547
shares
|
$1.35 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,512
shares
|
$1.34 Million
0.5% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
3,500
shares
|
$1.33 Million
0.13% of portfolio
|
Q4 2019
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
3,500
shares
|
$1.33 Million
0.15% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
3,496
shares
|
$1.33 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,431
shares
|
$1.31 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
3,411
shares
|
$1.3 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
3,400
shares
|
$1.29 Million
0.15% of portfolio
|
Q3 2025
Added 580.0%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
3,363
shares
|
$1.28 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
3,348
shares
|
$1.27 Million
0.1% of portfolio
|
Q2 2025
Added 90.23%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
3,345
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Added 152.45%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,342
shares
|
$1.27 Million
0.72% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
3,321
shares
|
$1.26 Million
0.1% of portfolio
|
Q3 2025
Added 0.24%
|
|