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 949 institutions that hold shares in the stock, with a total of 26.7 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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
438
shares
|
$166,667
0.03% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
435
shares
|
$165,526
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
422
shares
|
$160,579
0.02% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
413
shares
|
$157,154
0.03% of portfolio
|
Q2 2025
Reduced 16.9%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
409
shares
|
$155,632
0.08% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
404
shares
|
$153,730
0.03% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
400
shares
|
$152,208
0.02% of portfolio
|
Q3 2019
Reduced 51.57%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
395
shares
|
$150,305
0.01% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
387
shares
|
$147,261
0.0% of portfolio
|
Q4 2025
Added 19.08%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
378
shares
|
$143,836
0.04% of portfolio
|
Q3 2025
Added 671.43%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
375
shares
|
$142,695
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
370
shares
|
$140,792
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
369
shares
|
$140,411
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
350
shares
|
$133,182
0.05% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
345
shares
|
$131,279
0.01% of portfolio
|
Q2 2025
Reduced 23.16%
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
331
shares
|
$125,952
0.08% of portfolio
|
Q3 2025
Reduced 67.03%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
305
shares
|
$116,058
0.03% of portfolio
|
Q4 2025
Reduced 11.08%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
300
shares
|
$114,156
0.04% of portfolio
|
Q1 2023
Added 322.54%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
293
shares
|
$111,492
0.04% of portfolio
|
Q1 2024
Reduced 14.08%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
290
shares
|
$110,350
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
285
shares
|
$108,448
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
282
shares
|
$107,306
0.0% of portfolio
|
Q2 2025
Added 261.54%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
275
shares
|
$104,643
0.02% of portfolio
|
Q3 2024
Reduced 16.41%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
273
shares
|
$103,881
0.01% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
266
shares
|
$101,218
0.03% of portfolio
|
Q3 2025
New holding
|
|