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 |
|---|---|---|---|---|---|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
1,150
shares
|
$437,598
0.03% of portfolio
|
Q2 2024
Reduced 16.06%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
1,148
shares
|
$436,836
0.01% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
1,147
shares
|
$436,456
0.03% of portfolio
|
Q3 2024
Reduced 12.82%
|
|
|
Fluent Financial, LLC
|
Oct 10, 2025 Q3 2025 |
1,146
shares
|
$436,075
0.18% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
1,145
shares
|
$435,695
0.08% of portfolio
|
Q3 2021
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
1,144
shares
|
$435,314
0.04% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,141
shares
|
$434,173
0.0% of portfolio
|
Q3 2025
Added 13.31%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
1,136
shares
|
$432,270
0.01% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
1,133
shares
|
$431,129
0.03% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
1,131
shares
|
$430,368
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
1,120
shares
|
$426,182
0.01% of portfolio
|
Q2 2025
Added 1300.0%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
1,110
shares
|
$422,377
0.05% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
1,104
shares
|
$420,094
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
1,100
shares
|
$418,572
0.06% of portfolio
|
Q4 2022
Reduced 15.25%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,096
shares
|
$417,049
0.22% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
1,096
shares
|
$417,049
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
1,090
shares
|
$414,766
0.07% of portfolio
|
Q4 2021
Reduced 3.71%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,086
shares
|
$413,244
0.06% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,084
shares
|
$412,483
0.01% of portfolio
|
Q3 2025
Added 73.72%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,083
shares
|
$412,103
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,070
shares
|
$407,156
0.01% of portfolio
|
Q2 2025
Reduced 22.74%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 08, 2025 Q2 2025 |
1,069
shares
|
$406,775
0.19% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
1,068
shares
|
$406,395
0.12% of portfolio
|
Q1 2024
Reduced 16.1%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
1,058
shares
|
$402,590
0.03% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,056
shares
|
$401,829
0.01% of portfolio
|
Q3 2025
Reduced 1.22%
|
|