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 |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
25,898
shares
|
$9.85 Million
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
25,541
shares
|
$9.72 Million
0.82% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
25,533
shares
|
$9.72 Million
0.04% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
25,466
shares
|
$9.69 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
24,806
shares
|
$9.44 Million
0.0% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
24,652
shares
|
$9.38 Million
0.56% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Humankind Investments LLC
|
Nov 14, 2025 Q3 2025 |
24,570
shares
|
$9.35 Million
2.19% of portfolio
|
Q4 2023
New holding
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
24,455
shares
|
$9.31 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
24,454
shares
|
$9.31 Million
1.67% of portfolio
|
Q3 2022
Added 1.21%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Nov 04, 2025 Q3 2025 |
23,977
shares
|
$9.12 Million
8.04% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
23,360
shares
|
$8.89 Million
4.34% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
23,256
shares
|
$8.85 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
22,880
shares
|
$8.71 Million
0.64% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
22,809
shares
|
$8.68 Million
7.33% of portfolio
|
Q4 2024
New holding
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
22,631
shares
|
$8.61 Million
0.25% of portfolio
|
Q2 2024
Added 22.42%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
22,490
shares
|
$8.56 Million
2.38% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
22,161
shares
|
$8.43 Million
0.16% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
22,124
shares
|
$8.42 Million
0.13% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
21,951
shares
|
$8.35 Million
1.04% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
21,930
shares
|
$8.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 57.57%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
21,643
shares
|
$8.24 Million
2.92% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Vigilare Wealth Management
|
Oct 01, 2025 Q3 2025 |
21,481
shares
|
$8.17 Million
3.42% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
21,315
shares
|
$8.11 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
21,124
shares
|
$8.04 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
20,406
shares
|
$7.76 Million
0.01% of portfolio
|
Q3 2025
Added 0.59%
|
|