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 |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
1,710
shares
|
$650,689
0.01% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,703
shares
|
$648,025
0.17% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
1,700
shares
|
$646,884
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
1,695
shares
|
$644,981
0.22% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
1,680
shares
|
$639,273
0.0% of portfolio
|
Q3 2025
Reduced 14.98%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
1,668
shares
|
$634,707
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Verity Wealth Advisors
|
Oct 17, 2025 Q3 2025 |
1,651
shares
|
$628,238
0.4% of portfolio
|
Q2 2024
Reduced 6.62%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
1,649
shares
|
$627,477
0.02% of portfolio
|
Q2 2022
Added 30.46%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 27, 2025 Q3 2025 |
1,620
shares
|
$616,442
0.21% of portfolio
|
Q3 2025
Reduced 15.84%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
1,619
shares
|
$616,061
0.04% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
1,611
shares
|
$613,017
0.33% of portfolio
|
Q3 2025
Added 20.49%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
1,600
shares
|
$608,832
0.09% of portfolio
|
Q4 2017
New holding
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
1,590
shares
|
$605,026
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
1,587
shares
|
$603,885
0.51% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
1,569
shares
|
$597,035
0.22% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
1,568
shares
|
$596,655
0.01% of portfolio
|
Q3 2025
Reduced 30.56%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
1,558
shares
|
$592,850
0.0% of portfolio
|
Q3 2025
Added 16.01%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,557
shares
|
$592,469
0.33% of portfolio
|
Q1 2021
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
1,550
shares
|
$589,806
0.02% of portfolio
|
Q1 2022
Added 9.77%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
1,550
shares
|
$589,806
0.01% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,540
shares
|
$586,000
0.13% of portfolio
|
Q4 2019
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
1,539
shares
|
$585,620
0.01% of portfolio
|
Q3 2025
Reduced 36.72%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
1,538
shares
|
$585,239
0.09% of portfolio
|
Q3 2025
Reduced 20.35%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
1,533
shares
|
$583,337
0.07% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
1,522
shares
|
$579,151
0.05% of portfolio
|
Q2 2025
Added 3.96%
|
|