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 |
|---|---|---|---|---|---|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
3,319
shares
|
$1.26 Million
0.79% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
3,318
shares
|
$1.26 Million
0.33% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,303
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
3,280
shares
|
$1.25 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
3,273
shares
|
$1.25 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,270
shares
|
$1.24 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
3,252
shares
|
$1.24 Million
0.48% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
3,209
shares
|
$1.22 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
3,196
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
3,189
shares
|
$1.21 Million
0.07% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
3,183
shares
|
$1.21 Million
0.26% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
3,167
shares
|
$1.21 Million
0.05% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
3,144
shares
|
$1.2 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
3,115
shares
|
$1.19 Million
0.71% of portfolio
|
Q2 2025
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
3,110
shares
|
$1.18 Million
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
3,102
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
3,053
shares
|
$1.16 Million
0.07% of portfolio
|
Q3 2024
Added 31.14%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
3,047
shares
|
$1.16 Million
0.13% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
3,040
shares
|
$1.16 Million
0.75% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
3,002
shares
|
$1.14 Million
0.27% of portfolio
|
Q2 2024
New holding
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
2,982
shares
|
$1.13 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
2,978
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2025
Reduced 32.75%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
2,975
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,975
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2022
Added 88.05%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
2,945
shares
|
$1.12 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.84%
|
|