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 927 institutions that hold shares in the stock, with a total of 28.1 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
55,165
shares
|
$20.7 Million
7.94% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
53,882
shares
|
$20.2 Million
3.29% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
53,155
shares
|
$19.9 Million
0.28% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
51,683
shares
|
$19.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
51,500
shares
|
$19.3 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
51,225
shares
|
$19.2 Million
1.63% of portfolio
|
Q2 2025
Added 26.68%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
50,951
shares
|
$19.1 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
50,846
shares
|
$19 Million
2.94% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
49,127
shares
|
$18.4 Million
0.45% of portfolio
|
Q2 2025
Added 12.23%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
49,094
shares
|
$18.4 Million
0.72% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
48,959
shares
|
$18.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
44,596
shares
|
$16.7 Million
16.72% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
43,799
shares
|
$16.4 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
43,491
shares
|
$16.3 Million
0.59% of portfolio
|
Q2 2025
Added 16.96%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
43,437
shares
|
$16.3 Million
0.28% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
43,322
shares
|
$16.2 Million
0.01% of portfolio
|
Q2 2025
Added 18.02%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
43,067
shares
|
$16.1 Million
0.46% of portfolio
|
Q3 2023
Reduced 1.58%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
41,081
shares
|
$15.4 Million
5.88% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
40,094
shares
|
$15 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
39,424
shares
|
$14.8 Million
1.63% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
39,085
shares
|
$14.6 Million
6.9% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
37,948
shares
|
$14.2 Million
0.02% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
37,885
shares
|
$14.2 Million
3.32% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
37,757
shares
|
$14.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 16.28%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
37,445
shares
|
$14 Million
0.02% of portfolio
|
Q2 2025
Added 4.12%
|