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 |
|---|---|---|---|---|---|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
957
shares
|
$364,157
0.07% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
957
shares
|
$364,157
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
951
shares
|
$361,874
0.01% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
947
shares
|
$360,352
0.14% of portfolio
|
Q2 2024
Reduced 6.52%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
944
shares
|
$359,210
0.09% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
920
shares
|
$350,078
0.03% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
919
shares
|
$349,697
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
918
shares
|
$349,317
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
918
shares
|
$349,317
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
908
shares
|
$345,512
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
900
shares
|
$342,468
0.0% of portfolio
|
Q3 2025
Reduced 75.13%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
900
shares
|
$342,468
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Davidson Investment Advisors
|
Oct 21, 2025 Q3 2025 |
900
shares
|
$342,468
0.02% of portfolio
|
Q1 2025
Reduced 26.11%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
897
shares
|
$341,326
0.0% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
881
shares
|
$335,238
0.02% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 15, 2025 Q3 2025 |
880
shares
|
$334,857
0.13% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
868
shares
|
$330,291
0.02% of portfolio
|
Q3 2025
Reduced 20.15%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
864
shares
|
$328,769
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
851
shares
|
$323,822
0.02% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
850
shares
|
$323,442
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
849
shares
|
$323,061
0.05% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
845
shares
|
$321,539
0.03% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Nov 13, 2025 Q3 2025 |
819
shares
|
$311,645
0.35% of portfolio
|
Q2 2025
Reduced 22.95%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
819
shares
|
$311,645
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
818
shares
|
$311,265
0.02% of portfolio
|
Q3 2025
Added 15.37%
|
|