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 |
|---|---|---|---|---|---|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
38,430
shares
|
$14.6 Million
0.51% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jan 16, 2026 Q4 2025 |
38,324
shares
|
$14.6 Million
3.49% of portfolio
|
Q4 2025
Added 2.84%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
38,200
shares
|
$14.5 Million
0.01% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
37,579
shares
|
$14.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
37,081
shares
|
$14.1 Million
1.31% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
36,119
shares
|
$13.7 Million
1.83% of portfolio
|
Q4 2025
Reduced 0.64%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
35,871
shares
|
$13.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
35,325
shares
|
$13.4 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
35,325
shares
|
$13.4 Million
3.29% of portfolio
|
Q4 2020
Reduced 1.29%
|
|
|
American Family Investments, Inc.
Madison, WI |
Nov 14, 2025 Q3 2025 |
34,518
shares
|
$13.1 Million
2.05% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
34,393
shares
|
$13.1 Million
0.07% of portfolio
|
Q3 2025
Added 86.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
33,253
shares
|
$12.7 Million
0.29% of portfolio
|
Q2 2020
Added 1.5%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
33,246
shares
|
$12.7 Million
0.73% of portfolio
|
Q4 2025
Reduced 12.4%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
32,833
shares
|
$12.5 Million
0.19% of portfolio
|
Q3 2025
Reduced 9.13%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
32,435
shares
|
$12.3 Million
0.03% of portfolio
|
Q3 2025
Added 55.4%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
31,700
shares
|
$12.1 Million
3.18% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
31,686
shares
|
$12.1 Million
0.02% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
31,686
shares
|
$12.1 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
29,764
shares
|
$11.3 Million
0.46% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Jvl Associates LLC
|
Jan 09, 2026 Q4 2025 |
29,127
shares
|
$11.1 Million
3.61% of portfolio
|
Q4 2022
Reduced 0.31%
|
|
|
Nepc LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
27,849
shares
|
$10.6 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
27,704
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
27,479
shares
|
$10.5 Million
0.56% of portfolio
|
Q3 2023
Reduced 3.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,363
shares
|
$10.4 Million
0.01% of portfolio
|
Q3 2024
Added 10.68%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jan 08, 2026 Q4 2025 |
26,973
shares
|
$10.3 Million
8.81% of portfolio
|
Q4 2025
Added 12.5%
|
|