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 |
|---|---|---|---|---|---|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
2,936
shares
|
$1.12 Million
0.09% of portfolio
|
Q2 2023
Reduced 25.73%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
2,902
shares
|
$1.1 Million
0.21% of portfolio
|
Q4 2018
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,898
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Added 134.47%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
2,880
shares
|
$1.1 Million
0.13% of portfolio
|
Q3 2025
Reduced 18.69%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
2,850
shares
|
$1.08 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
2,837
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2025
Reduced 20.91%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
2,826
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
2,801
shares
|
$1.07 Million
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
2,795
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.31%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
2,793
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
2,764
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Added 21.39%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
2,760
shares
|
$1.05 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,729
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Added 14.86%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,729
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
2,692
shares
|
$1.02 Million
0.08% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,678
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
2,676
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
2,674
shares
|
$1.02 Million
0.28% of portfolio
|
Q3 2019
Reduced 9.57%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
2,657
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
2,645
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2024
Reduced 16.22%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
2,643
shares
|
$1.01 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
2,642
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Asset Allocation & Management Company, LLC
|
Nov 03, 2025 Q3 2025 |
2,641
shares
|
$1 Million
0.42% of portfolio
|
Q2 2023
Reduced 37.43%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,641
shares
|
$1 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,632
shares
|
$1 Million
0.04% of portfolio
|
Q3 2025
Added 4.4%
|
|