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 945 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 |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
120,283
shares
|
$45.8 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
101,915
shares
|
$38.8 Million
0.06% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
101,666
shares
|
$38.7 Million
0.52% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
100,694
shares
|
$38.3 Million
0.03% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
99,618
shares
|
$37.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
97,512
shares
|
$37.1 Million
17.52% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
97,009
shares
|
$36.9 Million
3.08% of portfolio
|
Q4 2023
Reduced 0.01%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
96,742
shares
|
$36.8 Million
0.19% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
96,020
shares
|
$36.5 Million
3.28% of portfolio
|
Q1 2023
Added 0.15%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
94,148
shares
|
$35.8 Million
0.05% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
93,400
shares
|
$35.5 Million
4.96% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
89,549
shares
|
$34.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.42%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
87,925
shares
|
$33.5 Million
1.36% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
87,409
shares
|
$33.3 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
87,280
shares
|
$33.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 42.08%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
86,708
shares
|
$33 Million
0.5% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
86,390
shares
|
$32.9 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
84,974
shares
|
$32.3 Million
4.16% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
84,235
shares
|
$32.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
82,343
shares
|
$31.3 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
81,282
shares
|
$30.9 Million
0.02% of portfolio
|
Q3 2025
Added 238.51%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
80,503
shares
|
$30.6 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
76,626
shares
|
$29.2 Million
5.92% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
76,349
shares
|
$29.1 Million
6.6% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
75,182
shares
|
$28.6 Million
2.77% of portfolio
|
Q3 2025
Reduced 0.37%
|
|