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 |
|---|---|---|---|---|---|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
735
shares
|
$279,682
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
735
shares
|
$279,682
0.06% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
734
shares
|
$279,301
0.04% of portfolio
|
Q3 2025
Added 11.04%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
734
shares
|
$279,301
0.0% of portfolio
|
Q1 2024
Reduced 2.78%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
734
shares
|
$279,301
0.07% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
725
shares
|
$275,877
0.02% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
725
shares
|
$275,877
0.15% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
723
shares
|
$275,115
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
716
shares
|
$272,452
0.02% of portfolio
|
Q3 2025
Reduced 49.08%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
713
shares
|
$271,310
0.01% of portfolio
|
Q2 2024
Added 28.05%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
710
shares
|
$270,169
0.0% of portfolio
|
Q2 2025
Reduced 67.57%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
710
shares
|
$270,169
0.0% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
703
shares
|
$267,505
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
700
shares
|
$266,364
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
696
shares
|
$264,841
0.01% of portfolio
|
Q3 2025
Reduced 45.24%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
688
shares
|
$261,797
0.0% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
682
shares
|
$259,514
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
682
shares
|
$259,514
0.01% of portfolio
|
Q3 2025
Reduced 47.86%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
681
shares
|
$259,134
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
678
shares
|
$257,992
0.06% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
675
shares
|
$256,851
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
668
shares
|
$254,187
0.07% of portfolio
|
Q2 2025
Reduced 53.06%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
668
shares
|
$254,187
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
665
shares
|
$253,045
0.07% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
662
shares
|
$251,904
0.03% of portfolio
|
Q3 2025
Added 0.15%
|
|