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 |
|---|---|---|---|---|---|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
2,310
shares
|
$879,001
0.04% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,282
shares
|
$868,346
0.02% of portfolio
|
Q1 2024
Added 1.29%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
2,236
shares
|
$850,842
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
2,193
shares
|
$834,480
0.08% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,181
shares
|
$829,914
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
2,154
shares
|
$819,640
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
2,149
shares
|
$817,737
0.03% of portfolio
|
Q3 2025
Reduced 23.71%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
2,126
shares
|
$808,985
0.23% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
2,117
shares
|
$805,560
0.37% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
2,116
shares
|
$805,180
0.03% of portfolio
|
Q3 2025
Reduced 31.92%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
2,116
shares
|
$805,180
0.03% of portfolio
|
Q1 2025
Reduced 41.16%
|
|
|
Dempze Nancy E
|
Nov 07, 2025 Q3 2025 |
2,102
shares
|
$799,853
0.48% of portfolio
|
Q4 2022
Reduced 4.67%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
2,097
shares
|
$797,950
0.02% of portfolio
|
Q4 2024
Reduced 12.52%
|
|
|
Burns J W & CO Inc
|
Oct 20, 2025 Q3 2025 |
2,085
shares
|
$793,384
0.09% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,057
shares
|
$782,729
0.35% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
2,051
shares
|
$780,446
0.1% of portfolio
|
Q3 2025
Reduced 14.0%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
2,047
shares
|
$778,924
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Martin Capital Advisors, LLP
|
Oct 15, 2025 Q3 2025 |
2,040
shares
|
$776,260
0.49% of portfolio
|
Q3 2025
Reduced 9.73%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
2,020
shares
|
$768,650
0.01% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
2,018
shares
|
$767,889
1.65% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
2,000
shares
|
$761,040
0.01% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Harbor Advisors LLC
|
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$761,040
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
1,975
shares
|
$751,527
0.31% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
1,972
shares
|
$750,385
0.05% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
1,957
shares
|
$744,677
0.02% of portfolio
|
Q3 2025
Added 0.15%
|
|