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iShares Russell 3000 ETF (IWV) Institutional Ownership

iShares Russell 3000 ETF logo
$369.63 +1.34 (+0.36%)
As of 02:45 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Russell 3000 ETF (NYSEARCA:IWV)

Number of
Institutional Buyers
(last 12 months)
471
Total
Institutional Inflows
(last 12 months)
$6.12B
Number of
Institutional Sellers
(last 12 months)
395
Total
Institutional Outflows
(last 12 months)
$1.36B
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IWV Institutional Buying and Selling by Quarter

iShares Russell 3000 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025Tribridge Partners Financial LLC918$322K0.2%N/A0.002%
8/22/2025 Carter Financial Group INC.3,115$1.09M0.7%N/A0.007%
8/22/2025 Cim Investment Management Inc.668$234K0.0%-53.1%0.001%
8/19/2025 B. Riley Wealth Advisors Inc.710$249K0.0%N/A0.002%
8/19/2025 Advisory Services Network LLC22,066$7.92M0.1%+3.0%0.049%
8/19/2025 Pitcairn Co.362,143$127.11M8.3%-32.6%0.803%
8/18/2025 Geneos Wealth Management Inc.130,645$45.86M1.1%+29.4%0.290%
8/15/2025 Tower Research Capital LLC TRC 20,082$7.05M0.2%+62,656.3%0.045%
8/15/2025 First Heartland Consultants Inc.10,921$3.83M0.3%-58.3%0.024%
8/15/2025 Global View Capital Management LLC1,135$398K0.1%-14.9%0.003%
8/15/2025 American Family Investments Inc.34,518$12.12M0.7%N/A0.077%
8/15/2025 FFT Wealth Management LLC136,011$48.83M9.6%+5.0%0.302%
8/15/2025 Corient Private Wealth LLC217,591$76.37M0.1%-14.8%0.482%
8/15/2025 Equitable Holdings Inc.10,313$3.62M0.0%+6.3%0.023%
8/15/2025 Captrust Financial Advisors226,273$79.42M0.2%-24.3%0.502%
8/15/2025 Two Sigma Securities LLC978$343K0.0%N/A0.002%
8/15/2025 Smartleaf Asset Management LLC2,622$916K0.1%+22.2%0.006%
8/15/2025 Oxford Financial Group LTD. LLC6,364$2.23M0.1%+4.7%0.014%
8/15/2025 MML Investors Services LLC17,250$6.06M0.0%+28.5%0.038%
8/15/2025 Modern Wealth Management LLC1,144$402K0.0%-50.9%0.003%
8/15/2025 London Co. of Virginia121$43K0.0%-47.6%0.000%
8/15/2025 HRT Financial LP11,679$4.10M0.0%+71.4%0.026%
8/15/2025 ICONIQ Capital LLC603$212K0.0%N/A0.001%
8/15/2025 Great Valley Advisor Group Inc.2,451$860K0.0%+3.9%0.005%
8/15/2025 Gallagher Fiduciary Advisors LLC988,203$346.86M0.5%+31,808.4%2.191%
8/15/2025 EP Wealth Advisors LLC13,223$4.64M0.0%-6.4%0.029%
8/15/2025 Curi Capital LLC12,737$4.47M0.1%+552.2%0.028%
8/15/2025 Benjamin Edwards Inc.1,434$503K0.0%+84.8%0.003%
8/15/2025 BNP Paribas Financial Markets25,678$9.01M0.0%-9.8%0.057%
8/15/2025 Blue Capital Inc.3,400$1.19M0.8%N/A0.008%
8/15/2025 Bank of America Corp DE703,270$246.85M0.0%-11.5%1.559%
8/15/2025 AQR Capital Management LLC24,012$8.43M0.0%+194.6%0.053%
8/15/2025 Ameriprise Financial Inc.450,539$158.22M0.0%+16.0%0.999%
8/14/2025 Sentinel Wealth Management Inc.1,906$669K0.6%N/A0.004%
8/14/2025 UNC Management Company Inc.578,635$203.10M23.3%+0.3%1.283%
8/14/2025 Raymond James Financial Inc.151,857$53.30M0.0%+7.1%0.337%
8/14/2025 Betterment LLC1,007$353K0.0%-13.3%0.002%
8/14/2025 Quantinno Capital Management LP20,872$7.33M0.0%+22.9%0.046%
8/14/2025 Diversify Advisory Services LLC576$210K0.0%N/A0.001%
8/14/2025 Ieq Capital LLC149,329$52.42M0.3%+25.5%0.331%
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8/14/2025 NewEdge Advisors LLC13,409$4.71M0.0%-2.2%0.030%
8/14/2025 Qube Research & Technologies Ltd1,053$370K0.0%-66.8%0.002%
8/14/2025 BCS Private Wealth Management Inc.5,241$1.84M0.7%N/A0.012%
8/14/2025 SVB Wealth LLC1,271$446K0.0%N/A0.003%
8/14/2025 Vertex Planning Partners LLC5,470$1.92M0.4%-5.5%0.012%
8/14/2025 Cerity Partners LLC51,683$18.14M0.0%-8.7%0.115%
8/14/2025 Federated Hermes Inc.160$56K0.0%-96.7%0.000%
8/13/2025 StoneX Group Inc.839$295K0.0%+5.8%0.002%
8/13/2025 Cresset Asset Management LLC121,375$42.60M0.2%+2.3%0.269%
8/13/2025 Brown Advisory Inc.37,757$13.25M0.0%-16.3%0.084%
8/13/2025 SCS Capital Management LLC1,875,573$658.33M7.3%-1.4%4.159%
8/13/2025 GeoWealth Management LLC6,147$2.16M0.1%-3.8%0.014%
8/13/2025 Great Diamond Partners LLC78,284$27.48M5.8%+0.9%0.174%
8/13/2025 Kilter Group LLC370$130K0.1%N/A0.001%
8/13/2025 CW Advisors LLC5,659$1.99M0.0%+38.5%0.013%
8/13/2025 Beacon Pointe Advisors LLC10,094$3.54M0.0%-2.7%0.022%
8/13/2025 Wellspring Financial Advisors LLC3,496$1.23M0.0%N/A0.008%
8/13/2025 Van Hulzen Asset Management LLC741$260K0.0%-6.4%0.002%
8/13/2025 Wealthedge Investment Advisors LLC7,045$2.47M1.0%-24.9%0.016%
8/13/2025 Lido Advisors LLC300,769$105.57M0.4%+2.2%0.667%
8/13/2025 Scotia Capital Inc.1,976$694K0.0%-2.1%0.004%
8/13/2025 Northwestern Mutual Wealth Management Co.48,959$17.18M0.0%-2.0%0.109%
8/13/2025 Johnson Financial Group Inc.3,616$1.27M0.1%+216.9%0.008%
8/13/2025 Elevation Point Wealth Partners LLC533$187K0.0%N/A0.001%
8/13/2025 GM Advisory Group LLC177,728$62.38M3.1%-1.7%0.394%
8/13/2025 Choreo LLC2,020$709K0.0%-2.2%0.004%
8/12/2025 J.W. Cole Advisors Inc.3,983$1.40M0.0%+42.6%0.009%
8/12/2025 SlateStone Wealth LLC1,868$656K0.1%-20.3%0.004%
8/12/2025 Cornerstone Capital Inc.959$337K0.0%-19.7%0.002%
8/12/2025 Laurel Wealth Advisors LLC57,915$20.33M0.0%+35,000.0%0.128%
8/12/2025 Steward Partners Investment Advisory LLC3,704$1.30M0.0%-0.8%0.008%
8/12/2025 Jaffetilchin Investment Partners LLC4,907$1.72M0.1%-2.0%0.011%
8/12/2025 Fiducient Advisors LLC8,691$3.05M0.4%-7.4%0.019%
8/12/2025 Global Retirement Partners LLC1,410$495K0.0%N/A0.003%
8/12/2025 Prudential Financial Inc.19,360$6.80M0.0%+100.0%0.043%
8/12/2025 Shakespeare Wealth Management LLC1,232$433K0.1%-2.4%0.003%
8/12/2025 Camden National Bank1,390$488K0.1%-49.7%0.003%
8/12/2025 Tableaux LLC4,761$1.67M0.1%N/A0.011%
8/12/2025 Rhumbline Advisers28,340$9.95M0.0%+28.6%0.063%
8/12/2025 AlphaCore Capital LLC140,119$49.18M1.9%-9.5%0.311%
8/12/2025 Journey Strategic Wealth LLC2,210$776K0.0%-16.0%0.005%
8/12/2025 Franklin Resources Inc.135,897$47.70M0.0%+1.4%0.301%
8/12/2025 MAI Capital Management7,702$2.70M0.0%+32.7%0.017%
8/12/2025 JPMorgan Chase & Co.535,959$188.12M0.0%-6.8%1.188%
8/12/2025 Howe & Rusling Inc.737$259K0.0%-18.7%0.002%
8/12/2025 17 Capital Partners LLC1,479$519K0.3%+10.6%0.003%
8/11/2025 FineMark National Bank & Trust3,564$1.25M0.0%N/A0.008%
8/11/2025 Perennial Investment Advisors LLC919$323K0.0%-12.6%0.002%
8/11/2025 Diversified Portfolios Inc.57,830$20.30M1.9%+7.5%0.128%
8/11/2025 First American Trust FSB1,204$423K0.0%-2.7%0.003%
Everyone’s watching Nvidia right now. Here’s why I’m excited. (Ad)

So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal with Saudi Arabia to power its new AI empire 🤯 We’re talking about hundreds of thousands of chips, including their latest Grace Blackwell supercomputer.tc pixel

🎯 Click here to watch the video and get the free ticker XGPT just flagged.
8/11/2025 Frank Rimerman Advisors LLC2,978$1.05M0.1%-32.7%0.007%
8/11/2025 Dorsey & Whitney Trust CO LLC5,907$2.07M0.1%-11.5%0.013%
8/11/2025 Midwest Professional Planners LTD.14,455$5.07M1.3%+10.3%0.032%
8/11/2025 Foundation Wealth Management LLC PA9,341$3.28M1.4%-1.1%0.021%
8/8/2025 Financial Gravity Companies Inc.413$145K0.0%N/A0.001%
8/8/2025 MTM Investment Management LLC1,695$595K0.2%-3.7%0.004%
8/8/2025 Firestone Capital Management3,725$1.31M0.3%+4.2%0.008%
8/8/2025 Rockefeller Capital Management L.P.58,457$20.87M0.1%-1.6%0.130%
8/8/2025 Kingsview Wealth Management LLC1,451$509K0.0%-7.9%0.003%
8/8/2025 Citizens Financial Group Inc. RI57,725$20.26M0.3%-6.2%0.128%
(Data available from 1/1/2016 forward)

IWV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWV shares?

During the previous two years, 820 institutional investors and hedge funds held shares of iShares Russell 3000 ETF. The most heavily invested institutionals were SCS Capital Management LLC ($658.33M), Northern Trust Corp ($359.68M), Gallagher Fiduciary Advisors LLC ($346.86M), Morgan Stanley ($299.53M), Goldman Sachs Group Inc. ($291.66M), Bank of America Corp DE ($246.85M), and UNC Management Company Inc. ($203.10M).Learn more on iShares Russell 3000 ETF's institutional investors.

Which institutional investors have been buying iShares Russell 3000 ETF's stock?

Of the 640 institutional investors that purchased iShares Russell 3000 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Proficio Capital Partners LLC ($6.72M), Brooklyn FI LLC ($4.62M), International Assets Investment Management LLC ($1.50M), Gallagher Fiduciary Advisors LLC ($985.11K), Family Firm Inc. ($649.32K), Strategic Financial Concepts LLC ($459.39K), and BNP Paribas Financial Markets ($392.86K).

How much institutional buying is happening at iShares Russell 3000 ETF?

Institutional investors have bought a total of 18,297,249 shares in the last 24 months. This purchase volume represents approximately $6.12B in transactions.

Which of iShares Russell 3000 ETF's major shareholders have been selling company stock?

Of the 395 institutional investors that sold iShares Russell 3000 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($826.33K), Family Firm Inc. ($713.92K), SCS Capital Management LLC ($230.19K), Pitcairn Co. ($182.18K), JPMorgan Chase & Co. ($146.06K), Bank of America Corp DE ($91.21K), and Christopher J. Hasenberg Inc ($90.33K).

How much institutional selling is happening at iShares Russell 3000 ETF?

Institutional investors have sold a total of 4,069,273 shares in the last 24 months. This volume of shares sold represents approximately $1.36B in transactions.


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This page (NYSEARCA:IWV) was last updated on 8/28/2025 by MarketBeat.com Staff
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