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 931 institutions that hold shares in the stock, with a total of 27 Million shares, which have been reported (via 13F filing form) to have a value of $8.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
164
shares
|
$51,822
0.0% of portfolio
|
Q1 2025
Reduced 15.46%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
152
shares
|
$48,030
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
151
shares
|
$47,714
0.02% of portfolio
|
Q1 2024
Added 151.67%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
148
shares
|
$46,766
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
145
shares
|
$45,818
0.01% of portfolio
|
Q2 2022
Added 7.41%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
145
shares
|
$45,818
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
141
shares
|
$44,554
0.01% of portfolio
|
Q4 2024
Reduced 26.18%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
139
shares
|
$43,922
0.04% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
137
shares
|
$43,290
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
137
shares
|
$43,290
0.02% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
136
shares
|
$42,974
0.0% of portfolio
|
Q3 2024
Added 36.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
127
shares
|
$40,130
0.0% of portfolio
|
Q4 2024
Added 126.79%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
123
shares
|
$38,866
0.0% of portfolio
|
Q1 2023
Reduced 15.75%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
122
shares
|
$38,550
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
121
shares
|
$38,234
0.0% of portfolio
|
Q3 2024
Added 384.0%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
120
shares
|
$37,918
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
119
shares
|
$37,602
0.02% of portfolio
|
Q1 2022
Reduced 12.5%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
109
shares
|
$34,442
0.0% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
108
shares
|
$34,126
0.0% of portfolio
|
Q4 2024
Added 237.5%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
100
shares
|
$31,599
0.01% of portfolio
|
Q4 2022
Reduced 20.0%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
100
shares
|
$31,599
0.02% of portfolio
|
Q4 2023
Added 1.01%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
100
shares
|
$31,599
0.0% of portfolio
|
Q2 2018
Reduced 6.98%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
100
shares
|
$31,599
0.0% of portfolio
|
Q4 2022
Reduced 57.98%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
100
shares
|
$31,599
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
100
shares
|
$31,599
0.01% of portfolio
|
Q1 2023
New holding
|