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 |
|---|---|---|---|---|---|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
1,041
shares
|
$396,121
0.16% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
1,040
shares
|
$395,740
0.01% of portfolio
|
Q2 2025
Reduced 35.4%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
1,038
shares
|
$394,979
0.03% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,030
shares
|
$391,935
0.0% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
1,022
shares
|
$388,891
0.02% of portfolio
|
Q3 2025
Reduced 74.96%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,010
shares
|
$384,325
0.08% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
1,005
shares
|
$382,422
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,000
shares
|
$380,520
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$380,520
0.05% of portfolio
|
Q1 2025
Reduced 82.96%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
1,000
shares
|
$380,520
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
1,000
shares
|
$380,520
0.06% of portfolio
|
Q4 2022
Reduced 18.57%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
988
shares
|
$375,953
0.05% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
988
shares
|
$375,953
0.01% of portfolio
|
Q2 2025
Reduced 31.86%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
987
shares
|
$375,573
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
982
shares
|
$373,670
0.03% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Jacobs & CO
|
Oct 01, 2025 Q3 2025 |
982
shares
|
$373,670
0.04% of portfolio
|
Q2 2022
Reduced 7.1%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
975
shares
|
$371,007
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Members Trust CO
|
Nov 14, 2025 Q3 2025 |
975
shares
|
$371,007
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
971
shares
|
$369,484
0.05% of portfolio
|
Q3 2025
Added 48.47%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
967
shares
|
$367,962
0.07% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
967
shares
|
$367,962
0.02% of portfolio
|
Q2 2023
Reduced 3.4%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
967
shares
|
$367,962
0.02% of portfolio
|
Q2 2023
Reduced 3.4%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Nov 10, 2025 Q3 2025 |
959
shares
|
$364,918
0.04% of portfolio
|
Q2 2025
Reduced 19.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
958
shares
|
$364,538
0.0% of portfolio
|
Q3 2025
Reduced 63.97%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
957
shares
|
$364,157
0.0% of portfolio
|
Q3 2025
New holding
|
|