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 |
|---|---|---|---|---|---|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
1,940
shares
|
$738,208
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
1,931
shares
|
$734,784
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
1,929
shares
|
$734,023
0.08% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
1,907
shares
|
$725,651
0.02% of portfolio
|
Q3 2025
Added 43.6%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Nov 10, 2025 Q3 2025 |
1,906
shares
|
$725,271
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
1,905
shares
|
$724,890
0.19% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
1,902
shares
|
$723,749
0.39% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
1,895
shares
|
$721,085
0.17% of portfolio
|
Q4 2020
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
1,892
shares
|
$719,943
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
1,887
shares
|
$718,041
0.11% of portfolio
|
Q3 2025
Reduced 16.58%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
1,877
shares
|
$714,236
0.13% of portfolio
|
Q3 2025
Reduced 16.43%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
1,868
shares
|
$710,811
0.06% of portfolio
|
Q2 2025
Reduced 20.31%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
1,868
shares
|
$710,811
0.01% of portfolio
|
Q3 2025
Reduced 70.44%
|
|
|
Ashford Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,848
shares
|
$703,200
0.15% of portfolio
|
Q3 2025
Reduced 69.91%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
1,835
shares
|
$698,254
0.41% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
1,810
shares
|
$688,741
0.12% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
1,810
shares
|
$688,741
0.06% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
1,789
shares
|
$680,750
0.14% of portfolio
|
Q3 2025
Added 57.62%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Nov 03, 2025 Q3 2025 |
1,788
shares
|
$680,369
0.16% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
1,765
shares
|
$671,617
0.02% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
1,745
shares
|
$664,007
0.13% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
1,721
shares
|
$654,874
0.14% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,717
shares
|
$653,352
0.01% of portfolio
|
Q2 2020
Reduced 24.59%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
1,715
shares
|
$652,591
0.02% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
1,712
shares
|
$651,450
0.02% of portfolio
|
Q1 2025
Reduced 5.52%
|
|