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 |
|---|---|---|---|---|---|
|
Portfolio Strategies, Inc.
|
Oct 29, 2025 Q3 2025 |
73,975
shares
|
$28.1 Million
3.32% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
73,034
shares
|
$27.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
72,370
shares
|
$27.5 Million
12.69% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
71,188
shares
|
$27.1 Million
3.62% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
69,192
shares
|
$26.3 Million
0.15% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
67,272
shares
|
$25.6 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
65,949
shares
|
$25.1 Million
1.67% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
65,125
shares
|
$24.8 Million
5.37% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
65,125
shares
|
$24.8 Million
5.52% of portfolio
|
Q4 2022
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,755
shares
|
$24.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
63,175
shares
|
$24 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Strategic Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
62,511
shares
|
$23.8 Million
13.24% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
62,363
shares
|
$23.7 Million
0.0% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Stairway Partners, LLC
|
Oct 02, 2025 Q3 2025 |
62,244
shares
|
$23.7 Million
1.27% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
62,225
shares
|
$23.7 Million
1.87% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
61,451
shares
|
$23.4 Million
0.05% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
59,887
shares
|
$22.8 Million
0.98% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Epiq Partners, LLC
|
Nov 12, 2025 Q3 2025 |
59,777
shares
|
$22.7 Million
12.57% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
59,549
shares
|
$22.7 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
58,003
shares
|
$22.1 Million
0.38% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
57,697
shares
|
$22 Million
2.42% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
57,177
shares
|
$21.8 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
55,288
shares
|
$21 Million
0.29% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
55,207
shares
|
$21 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
55,142
shares
|
$21 Million
8.71% of portfolio
|
Q3 2025
Reduced 0.04%
|
|