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 |
|---|---|---|---|---|---|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
809
shares
|
$307,840
0.1% of portfolio
|
Q3 2025
Reduced 42.26%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
806
shares
|
$306,699
0.0% of portfolio
|
Q3 2025
Reduced 68.95%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
803
shares
|
$305,557
0.07% of portfolio
|
Q1 2025
Reduced 60.46%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
800
shares
|
$304,416
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
788
shares
|
$299,849
0.01% of portfolio
|
Q2 2025
Reduced 39.29%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
788
shares
|
$299,849
0.1% of portfolio
|
Q1 2023
Reduced 18.17%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
784
shares
|
$298,327
0.17% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
783
shares
|
$297,947
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
783
shares
|
$297,947
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
782
shares
|
$297,566
0.01% of portfolio
|
Q3 2025
Reduced 6.79%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
782
shares
|
$297,566
0.11% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
778
shares
|
$296,044
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
777
shares
|
$295,664
0.01% of portfolio
|
Q1 2025
Added 14.77%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
768
shares
|
$292,239
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
768
shares
|
$292,239
0.01% of portfolio
|
Q3 2024
Reduced 14.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
767
shares
|
$291,858
0.02% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
767
shares
|
$291,858
0.06% of portfolio
|
Q3 2025
Reduced 14.49%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
767
shares
|
$291,858
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
764
shares
|
$290,717
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
755
shares
|
$287,292
0.02% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
753
shares
|
$286,531
0.03% of portfolio
|
Q3 2025
Reduced 8.62%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
750
shares
|
$285,390
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
745
shares
|
$283,487
0.14% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
742
shares
|
$282,345
0.0% of portfolio
|
Q4 2025
Added 31.1%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
740
shares
|
$281,584
0.17% of portfolio
|
Q3 2025
Added 0.27%
|
|