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 |
|---|---|---|---|---|---|
|
Bricktown Capital, LLC
Detroit, MI |
Oct 20, 2025 Q3 2025 |
200,520
shares
|
$76.3 Million
12.52% of portfolio
|
Q3 2025
Added 12.32%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
195,652
shares
|
$74.4 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
184,423
shares
|
$70.2 Million
15.01% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
180,383
shares
|
$68.6 Million
3.01% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
179,034
shares
|
$68.1 Million
0.38% of portfolio
|
Q3 2025
Added 8.86%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
178,120
shares
|
$67.8 Million
2.57% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
171,591
shares
|
$65.3 Million
0.2% of portfolio
|
Q3 2025
Added 14.91%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
169,314
shares
|
$64.4 Million
0.1% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
166,606
shares
|
$63.4 Million
0.89% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
165,520
shares
|
$63 Million
0.15% of portfolio
|
Q2 2023
Reduced 1.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
161,283
shares
|
$61.4 Million
0.08% of portfolio
|
Q3 2025
Added 67.83%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
159,847
shares
|
$60.8 Million
7.13% of portfolio
|
Q3 2022
Added 9.08%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
159,700
shares
|
$60.8 Million
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
159,610
shares
|
$60.7 Million
1.07% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
153,477
shares
|
$58.4 Million
4.0% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
153,402
shares
|
$58.4 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
148,187
shares
|
$56.4 Million
0.76% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
136,498
shares
|
$51.9 Million
10.63% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
135,137
shares
|
$51.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
134,444
shares
|
$51.2 Million
1.35% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
130,180
shares
|
$49.5 Million
1.71% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
129,348
shares
|
$49.2 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
128,796
shares
|
$49 Million
0.02% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
126,876
shares
|
$48.3 Million
1.18% of portfolio
|
Q3 2025
Added 14.8%
|
|
|
Wind River Trust CO
|
Nov 12, 2025 Q3 2025 |
124,042
shares
|
$47.2 Million
17.55% of portfolio
|
Q3 2025
Reduced 0.52%
|
|