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 |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
1,521
shares
|
$578,770
0.06% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
1,515
shares
|
$576,487
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
1,507
shares
|
$573,443
0.04% of portfolio
|
Q2 2025
Reduced 18.85%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
1,500
shares
|
$570,780
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
1,487
shares
|
$565,833
0.03% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,475
shares
|
$561,267
0.01% of portfolio
|
Q3 2022
Added 11.32%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
1,466
shares
|
$557,842
0.01% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
1,450
shares
|
$551,754
0.01% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
1,446
shares
|
$550,231
0.05% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
1,434
shares
|
$545,665
0.01% of portfolio
|
Q2 2025
Added 84.79%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
1,431
shares
|
$544,524
0.16% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
1,425
shares
|
$542,241
0.08% of portfolio
|
Q4 2019
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
1,425
shares
|
$542,241
0.01% of portfolio
|
Q3 2025
Reduced 8.06%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
1,420
shares
|
$540,338
0.01% of portfolio
|
Q3 2025
Reduced 8.97%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
1,415
shares
|
$538,435
0.05% of portfolio
|
Q3 2025
Added 39.41%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
1,412
shares
|
$537,294
0.01% of portfolio
|
Q3 2025
Added 14.61%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,412
shares
|
$537,294
0.01% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,403
shares
|
$533,869
0.19% of portfolio
|
Q1 2021
Reduced 3.31%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
1,400
shares
|
$532,728
0.01% of portfolio
|
Q2 2021
Added 291.06%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
1,390
shares
|
$528,922
0.08% of portfolio
|
Q2 2025
Reduced 49.73%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
1,381
shares
|
$525,498
0.04% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 23, 2025 Q3 2025 |
1,377
shares
|
$523,976
0.17% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
1,364
shares
|
$519,029
0.13% of portfolio
|
Q4 2024
Reduced 20.09%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
1,352
shares
|
$514,463
0.01% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Ackerman Asset Management, LLC
Rockville, MD |
Nov 13, 2025 Q3 2025 |
1,350
shares
|
$513,702
0.37% of portfolio
|
Q1 2025
New holding
|
|