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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
1,322
shares
|
$503,047
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
1,318
shares
|
$501,525
0.1% of portfolio
|
Q1 2025
Added 57.28%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
1,317
shares
|
$501,144
0.09% of portfolio
|
Q3 2025
Added 14.52%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
1,315
shares
|
$500,383
0.1% of portfolio
|
Q3 2025
Added 218.4%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
1,314
shares
|
$500,003
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Greenhouse Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
1,312
shares
|
$499,242
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,301
shares
|
$495,056
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
1,293
shares
|
$492,012
0.03% of portfolio
|
Q2 2020
Reduced 16.85%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
1,281
shares
|
$487,446
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
1,271
shares
|
$483,640
0.13% of portfolio
|
Q2 2025
Reduced 55.7%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
1,247
shares
|
$474,508
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
1,242
shares
|
$472,605
0.02% of portfolio
|
Q2 2025
Reduced 30.19%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
1,233
shares
|
$469,181
0.11% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
1,232
shares
|
$468,800
0.04% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
1,217
shares
|
$463,092
0.05% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
1,213
shares
|
$461,570
0.02% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
1,210
shares
|
$460,429
0.04% of portfolio
|
Q3 2023
Reduced 8.12%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 29, 2025 Q3 2025 |
1,208
shares
|
$459,668
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
1,187
shares
|
$451,677
0.02% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
1,187
shares
|
$451,677
0.01% of portfolio
|
Q2 2025
Added 13.92%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
1,185
shares
|
$450,916
0.14% of portfolio
|
Q3 2021
Reduced 3.27%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
1,183
shares
|
$450,155
0.02% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
1,178
shares
|
$448,252
0.03% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
1,175
shares
|
$447,111
0.22% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,150
shares
|
$437,598
0.01% of portfolio
|
Q3 2025
Added 76.92%
|
|