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 |
|---|---|---|---|---|---|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Nov 14, 2025 Q3 2025 |
2,600
shares
|
$989,352
0.84% of portfolio
|
Q1 2025
Reduced 27.46%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,600
shares
|
$989,352
0.25% of portfolio
|
Q1 2024
Added 4.0%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
2,582
shares
|
$982,502
0.1% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
2,560
shares
|
$974,131
0.06% of portfolio
|
Q1 2025
Reduced 25.78%
|
|
|
Baring Financial LLC
Bellingham, WA |
Oct 06, 2025 Q3 2025 |
2,558
shares
|
$973,370
0.66% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,557
shares
|
$972,989
0.06% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
2,545
shares
|
$968,423
0.19% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
2,545
shares
|
$968,423
0.2% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,528
shares
|
$961,954
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
2,497
shares
|
$950,158
0.84% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
2,485
shares
|
$945,592
0.27% of portfolio
|
Q1 2025
Reduced 11.97%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
2,460
shares
|
$936,079
0.23% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
2,439
shares
|
$928,088
0.01% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
2,435
shares
|
$926,566
0.5% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
2,432
shares
|
$925,424
0.03% of portfolio
|
Q3 2024
Reduced 14.12%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Nov 03, 2025 Q3 2025 |
2,406
shares
|
$915,531
0.67% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
2,394
shares
|
$910,964
0.02% of portfolio
|
Q2 2025
Added 109.27%
|
|
|
Red Spruce Capital, LLC
|
Oct 06, 2025 Q3 2025 |
2,355
shares
|
$896,124
0.38% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
2,355
shares
|
$896,124
0.04% of portfolio
|
Q3 2025
Added 236.43%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
2,354
shares
|
$895,744
0.02% of portfolio
|
Q3 2025
Reduced 63.2%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
2,346
shares
|
$892,699
0.05% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
2,344
shares
|
$891,938
0.13% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
2,330
shares
|
$886,611
0.25% of portfolio
|
Q4 2022
Reduced 1.4%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,329
shares
|
$886,231
0.08% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
2,322
shares
|
$883,567
0.02% of portfolio
|
Q2 2024
Reduced 1.94%
|
|