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 948 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 |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
555
shares
|
$211,188
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
554
shares
|
$210,808
0.0% of portfolio
|
Q3 2025
Reduced 92.33%
|
|
|
Better Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
551
shares
|
$209,666
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Edge Rock Capital LLC
|
Oct 28, 2025 Q3 2025 |
550
shares
|
$209,286
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
550
shares
|
$209,286
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Kearns & Associates LLC
|
Jan 08, 2026 Q4 2025 |
549
shares
|
$208,905
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
548
shares
|
$208,524
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
547
shares
|
$208,144
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
545
shares
|
$207,383
0.01% of portfolio
|
Q3 2025
Reduced 20.09%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
545
shares
|
$207,383
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
543
shares
|
$206,622
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
542
shares
|
$206,241
0.06% of portfolio
|
Q3 2025
Reduced 17.5%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
540
shares
|
$205,480
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
532
shares
|
$202,436
0.02% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
530
shares
|
$201,675
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 08, 2026 Q4 2025 |
517
shares
|
$196,728
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
509
shares
|
$193,684
0.03% of portfolio
|
Q1 2025
Added 90.64%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
504
shares
|
$191,782
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
495
shares
|
$188,357
0.01% of portfolio
|
Q3 2025
Reduced 75.32%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
487
shares
|
$185,313
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
473
shares
|
$179,985
0.01% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
458
shares
|
$174,278
0.0% of portfolio
|
Q3 2025
Reduced 56.51%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
446
shares
|
$169,711
0.0% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
443
shares
|
$168,570
0.04% of portfolio
|
Q1 2024
Added 14.77%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
438
shares
|
$166,667
0.03% of portfolio
|
Q3 2025
Reduced 7.2%
|
|