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iShares Russell 3000 ETF (IWV) Institutional Ownership

iShares Russell 3000 ETF logo
$359.04 -0.29 (-0.08%)
Closing price 08/7/2025 04:10 PM Eastern
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$359.37 +0.33 (+0.09%)
As of 08:02 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Russell 3000 ETF (NYSEARCA:IWV)

Number of
Institutional Buyers
(last 12 months)
447
Total
Institutional Inflows
(last 12 months)
$5.66B
Number of
Institutional Sellers
(last 12 months)
384
Total
Institutional Outflows
(last 12 months)
$1.18B
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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
8/7/2025Fund Evaluation Group LLC43,491$15.27M0.6%+17.0%0.096%
8/7/2025Timonier Family Office LTD.4,468$1.57M0.6%N/A0.010%
8/7/2025Vise Technologies Inc.4,081$1.43M0.1%N/A0.009%
8/7/2025Alpha Cubed Investments LLC594$208K0.0%N/A0.001%
8/7/2025Allworth Financial LP2,376$834K0.0%+6.8%0.005%
8/7/2025Davis R M Inc.159,610$56.02M1.0%+0.1%0.354%
8/7/2025Fonville Wealth Management LLC7,309$2.57M0.6%-1.0%0.016%
8/7/2025Midwest Trust Co3,893$1.37M0.0%N/A0.009%
8/6/2025 AE Wealth Management LLC1,023$359K0.0%+15.9%0.002%
8/6/2025 CM Wealth Advisors LLC1,271$446K0.1%-55.7%0.003%
8/6/2025 Quadrant Private Wealth Management LLC2,541$892K0.2%+55.2%0.006%
8/6/2025 KCM Investment Advisors LLC5,117$1.80M0.1%N/A0.011%
8/6/2025 Paulson Wealth Management Inc.2,982$1.05M0.3%N/A0.007%
8/6/2025 Savant Capital LLC68,033$23.88M0.1%+1.0%0.151%
8/6/2025 Modera Wealth Management LLC6,474$2.27M0.0%+5.1%0.014%
8/6/2025 Golden State Wealth Management LLC345$121K0.0%-23.2%0.001%
8/6/2025 Stone House Investment Management LLC15,750$5.53M1.0%+8,146.1%0.035%
8/6/2025 Atlantic Union Bankshares Corp624$219K0.0%N/A0.001%
8/6/2025 First Horizon Advisors Inc.49,127$17.24M0.4%+12.2%0.109%
8/6/2025 RFG Bristol Wealth Advisors LLC3,898$1.37M0.4%+7.1%0.009%
8/6/2025 Simmons Bank12,427$4.36M0.3%-6.4%0.028%
8/5/2025 GPS Wealth Strategies Group LLC824$289K0.0%-5.8%0.002%
8/5/2025 Crestwood Advisors Group LLC43,437$15.25M0.3%+0.1%0.096%
8/5/2025 Sheridan Capital Management LLC19,293$6.77M4.7%-2.5%0.043%
8/5/2025 Huntington National Bank282$99K0.0%+261.5%0.001%
8/5/2025 Optivise Advisory Services LLC3,047$1.07M0.5%-2.9%0.007%
8/5/2025 Bank of New York Mellon Corp363,288$127.51M0.0%+13.9%0.806%
8/5/2025 Hunter Associates Investment Management LLC2,850$1M0.1%-6.3%0.006%
8/5/2025 Bank of Montreal Can102,252$35.89M0.0%-15.4%0.227%
8/5/2025 Sigma Planning Corp4,971$1.75M0.1%+18.6%0.011%
8/5/2025 Mission Wealth Management LP16,375$5.75M0.1%-2.9%0.036%
8/5/2025 TIAA Trust National Association74,331$26.09M0.1%-28.5%0.165%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors2,466$866K0.1%+18.2%0.005%
8/5/2025 Kesler Norman & Wride LLC2,040$716K0.1%N/A0.005%
8/5/2025 Avant Financial Advisors LLC5,855$2.06M1.7%+14.2%0.013%
8/4/2025 Center for Financial Planning Inc.176$62K0.0%+214.3%0.000%
8/4/2025 Balentine LLC49,094$17.23M0.7%+0.3%0.109%
8/4/2025 Roble Belko & Company Inc36,350$12.76M1.9%-2.1%0.081%
8/4/2025 Partners in Financial Planning611$214K0.0%N/A0.001%
8/4/2025 Linscomb Wealth Inc.1,331$467K0.0%-2.6%0.003%
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8/4/2025 Creative Financial Designs Inc. ADV601$211K0.0%N/A0.001%
8/4/2025 Earned Wealth Advisors LLC573$201K0.0%N/A0.001%
8/4/2025 Mesirow Financial Investment Management Inc.1,232$432K0.0%-12.9%0.003%
8/4/2025 Simon Quick Advisors LLC13,728$4.82M0.2%-1.1%0.030%
8/4/2025 Ledyard National Bank5,024$1.76M0.2%-5.2%0.011%
8/4/2025 One Day In July LLC25,526$8.96M0.8%+5.3%0.057%
8/4/2025 Noesis Capital Mangement Corp1,241$436K0.1%-3.5%0.003%
8/4/2025 Assetmark Inc.2,596$911K0.0%+260.1%0.006%
8/4/2025 Keybank National Association OH24,740$8.68M0.0%-58.3%0.055%
8/4/2025 Spire Wealth Management1,070$376K0.0%-22.7%0.002%
8/4/2025 Hantz Financial Services Inc.90,886$31.90M0.5%-4.2%0.202%
8/4/2025 World Investment Advisors4,284$1.50M0.0%+1.5%0.009%
8/1/2025 Zhang Financial LLC10,264$3.60M0.2%-0.9%0.023%
8/1/2025 First National Trust Co36,873$12.94M0.5%-6.1%0.082%
8/1/2025 First Command Advisory Services Inc.629$221K0.0%-7.5%0.001%
8/1/2025 Ashton Thomas Private Wealth LLC1,683$591K0.0%-2.8%0.004%
8/1/2025 Envestnet Asset Management Inc.150,681$52.89M0.0%+1.3%0.334%
8/1/2025 Chilton Capital Management LLC1,040$365K0.0%-35.4%0.002%
7/31/2025 Forte Asset Management LLC23,365$8.20M4.2%-17.8%0.052%
7/31/2025 Fiduciary Wealth Partners LLC3,775$1.33M1.2%-30.9%0.008%
7/31/2025 Brighton Jones LLC83,353$29.26M0.8%+1.5%0.185%
7/31/2025 Waldron Private Wealth LLC92,577$32.50M1.4%+0.5%0.205%
7/31/2025 Sentinel Trust Co. LBA247,157$86.75M9.4%-2.3%0.548%
7/31/2025 CVA Family Office LLC4,348$1.53M0.2%+8.7%0.010%
7/31/2025 Focus Partners Advisor Solutions LLC12,541$4.40M0.1%-0.8%0.028%
7/31/2025 Glass Jacobson Investment Advisors llc110$39K0.0%-51.3%0.000%
7/31/2025 LJI Wealth Management LLC647$227K0.0%N/A0.001%
7/31/2025 AlTi Global Inc.40,094$14.07M0.4%-2.7%0.089%
7/30/2025 KPP Advisory Services LLC654$230K0.0%N/A0.001%
7/30/2025 First Citizens Bank & Trust Co.696$244K0.0%-11.6%0.002%
7/30/2025 Strategic Blueprint LLC5,603$1.97M0.1%+4.9%0.012%
7/30/2025 Principle Wealth Partners LLC1,087$382K0.0%+54.4%0.002%
7/30/2025 Brookstone Capital Management53,155$18.66M0.2%-8.3%0.118%
7/30/2025 Chokshi & Queen Wealth Advisors Inc8,918$3.13M1.8%+1.8%0.020%
7/30/2025 Whittier Trust Co. of Nevada Inc.55,591$19.51M0.4%-1.8%0.123%
7/30/2025 Mason & Associates LLC1,788$628K0.2%-13.5%0.004%
7/30/2025 Avidian Wealth Enterprises LLC4,996$1.75M0.1%+48.5%0.011%
7/30/2025 Strategic Investment Management LLC64,191$22.53M12.1%-47.5%0.142%
7/29/2025 Stephens Inc. AR140,371$49.27M0.7%+1.8%0.311%
7/29/2025 Calamos Wealth Management LLC177,993$62.48M2.6%-6.3%0.395%
7/29/2025 Salomon & Ludwin LLC843$298K0.0%-9.5%0.002%
7/29/2025 Forvis Mazars Wealth Advisors LLC50,951$17.88M0.4%-1.0%0.113%
7/29/2025 International Assets Investment Management LLC2,692$945K0.0%+1.1%0.006%
7/29/2025 Aspiriant LLC25,520$8.96M0.3%-8.7%0.057%
7/29/2025 MPS Loria Financial Planners LLC12,402$4.35M1.3%-11.4%0.027%
7/29/2025 Stratos Wealth Partners LTD.10,892$3.82M0.1%-2.8%0.024%
7/29/2025 Stratos Wealth Advisors LLC7,481$2.63M0.1%+22.8%0.017%
7/29/2025 Private Trust Co. NA2,337$820K0.1%+2.5%0.005%
7/29/2025 SilverOak Wealth Management LLC3,859$1.36M0.3%-1.3%0.009%
7/29/2025 Oxbow Advisors LLC1,929$677K0.1%-8.4%0.004%
The End of Elon Musk…? (Ad)

The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again. And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again. According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.

Click here to see why the "End of Elon" crowd is about to be wrong again.
7/28/2025 Nestegg Advisors Inc.2,497$876K0.8%-5.2%0.006%
7/28/2025 Tlwm294,017$103.20M19.6%-0.5%0.652%
7/28/2025 Chesapeake Wealth Management11,144$3.91M1.3%-4.3%0.025%
7/28/2025 Mutual Advisors LLC562$204K0.0%N/A0.001%
7/28/2025 Wilmington Savings Fund Society FSB21,315$7.48M0.1%-7.4%0.047%
7/28/2025 Moran Wealth Management LLC2,433$854K0.0%N/A0.005%
7/25/2025 NorthRock Partners LLC1,120$393K0.0%+1,300.0%0.002%
7/25/2025 Atria Wealth Solutions Inc.8,791$3.09M0.1%-18.6%0.019%
7/25/2025 Envestnet Portfolio Solutions Inc.7,223$2.54M0.0%-5.4%0.016%
7/25/2025 Sequoia Financial Advisors LLC11,452$4.02M0.0%-9.0%0.025%
(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, 808 institutional investors and hedge funds held shares of iShares Russell 3000 ETF. The most heavily invested institutionals were SCS Capital Management LLC ($604.39M), Northern Trust Corp ($359.68M), Bank of America Corp DE ($340.50M), Morgan Stanley ($299.53M), Goldman Sachs Group Inc. ($291.66M), Pitcairn Co. ($184.37M), and UNC Management Company Inc. ($183.32M).Learn more on iShares Russell 3000 ETF's institutional investors.

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

Of the 623 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 ($6.73M), Brooklyn FI LLC ($4.62M), International Assets Investment Management LLC ($1.50M), Family Firm Inc. ($649.32K), Strategic Financial Concepts LLC ($459.39K), BNP Paribas Financial Markets ($392.86K), and Corient Private Wealth LLC ($347.10K).

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

Institutional investors have bought a total of 16,998,199 shares in the last 24 months. This purchase volume represents approximately $5.66B in transactions.

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

Of the 383 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. ($704.48K), SCS Capital Management LLC ($203.00K), JPMorgan Chase & Co. ($106.83K), Christopher J. Hasenberg Inc ($90.33K), Sentinel Trust Co. LBA ($78.60K), and Rhumbline Advisers ($74.25K).

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

Institutional investors have sold a total of 3,576,610 shares in the last 24 months. This volume of shares sold represents approximately $1.18B in transactions.


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