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 |
|---|---|---|---|---|---|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 28, 2025 Q3 2025 |
20,158
shares
|
$7.67 Million
4.03% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
19,909
shares
|
$7.58 Million
1.49% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
19,729
shares
|
$7.51 Million
0.31% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
19,097
shares
|
$7.27 Million
0.38% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
19,089
shares
|
$7.26 Million
0.36% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
19,043
shares
|
$7.25 Million
0.08% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Jordan Park Group LLC
|
Nov 03, 2025 Q3 2025 |
18,926
shares
|
$7.2 Million
0.4% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
18,871
shares
|
$7.18 Million
1.42% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
18,468
shares
|
$7.03 Million
0.06% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
18,402
shares
|
$7 Million
1.46% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
18,121
shares
|
$6.9 Million
0.06% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Oct 16, 2025 Q3 2025 |
17,851
shares
|
$6.79 Million
1.7% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
17,730
shares
|
$6.75 Million
2.34% of portfolio
|
Q3 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
17,725
shares
|
$6.74 Million
2.1% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
17,567
shares
|
$6.68 Million
0.46% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
17,236
shares
|
$6.56 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.44%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
17,129
shares
|
$6.52 Million
0.57% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
17,052
shares
|
$6.49 Million
0.19% of portfolio
|
Q3 2025
Added 101.92%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
17,026
shares
|
$6.48 Million
0.08% of portfolio
|
Q3 2025
Added 35.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
16,831
shares
|
$6.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
16,773
shares
|
$6.38 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Gilbert & Cook, Inc.
|
Nov 12, 2025 Q3 2025 |
16,575
shares
|
$6.31 Million
0.82% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
16,453
shares
|
$6.26 Million
2.26% of portfolio
|
Q2 2023
Reduced 1.33%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
16,087
shares
|
$6.12 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
15,797
shares
|
$6.01 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.18%
|
|