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iShares Russell 3000 ETF (IWV) Institutional Ownership

iShares Russell 3000 ETF logo
$329.18 -2.05 (-0.62%)
As of 05/23/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Russell 3000 ETF (NYSEARCA:IWV)

Number of
Institutional Buyers
(last 12 months)
427
Total
Institutional Inflows
(last 12 months)
$5.89B
Number of
Institutional Sellers
(last 12 months)
382
Total
Institutional Outflows
(last 12 months)
$1.11B
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IWV Institutional Buying and Selling by Quarter

iShares Russell 3000 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/23/2025Triune Financial Partners LLC18,175$5.77M1.8%+0.2%0.040%
5/22/2025 WBI Investments LLC15,459$4.91M1.3%+3.1%0.034%
5/21/2025 Geneos Wealth Management Inc.100,966$32.07M1.1%-4.7%0.220%
5/20/2025 Focus Partners Wealth364,681$115.84M0.3%+0.0%0.795%
5/20/2025 Nepc LLC14,117$4.48M0.1%N/A0.031%
5/20/2025 Chokshi & Queen Wealth Advisors Inc8,757$2.78M1.7%-0.8%0.019%
5/19/2025 SCS Capital Management LLC1,902,762$604.39M7.7%+9.0%4.150%
5/16/2025 Ascent Group LLC2,808$892K0.0%N/A0.006%
5/16/2025 Signature Estate & Investment Advisors LLC721$229K0.0%N/A0.002%
5/16/2025 Ashton Thomas Private Wealth LLC1,731$550K0.0%-6.4%0.004%
5/16/2025 Goldman Sachs Group Inc.918,200$291.66M0.0%+46.1%2.003%
5/16/2025 Jones Financial Companies Lllp93,025$29.55M0.0%-17.5%0.203%
5/16/2025 Sheridan Capital Management LLC19,789$6.29M4.6%-0.8%0.043%
5/16/2025 Punch & Associates Investment Management Inc.4,614$1.47M0.1%-2.3%0.010%
5/16/2025 Nepc LLC14,117$4.48M0.1%N/A0.031%
5/16/2025 NewEdge Advisors LLC13,717$4.36M0.0%+1.1%0.030%
5/16/2025 Integrated Wealth Concepts LLC4,559$1.45M0.0%-16.8%0.010%
5/16/2025 Clark Capital Management Group Inc.4,311$1.37M0.0%-89.3%0.009%
5/16/2025 Curi RMB Capital LLC1,953$620K0.0%-75.6%0.004%
5/16/2025 Beaird Harris Wealth Management LLC504$160K0.0%N/A0.001%
5/16/2025 AQR Capital Management LLC8,152$2.59M0.0%+15.5%0.018%
5/16/2025 AlTi Global Inc.41,215$13.09M0.3%-10.4%0.090%
5/15/2025 UNC Management Company Inc.577,129$183.32M19.7%+0.3%1.259%
5/15/2025 Family Office Research LLC9,261$2.94M1.4%-11.1%0.020%
5/15/2025 EP Wealth Advisors LLC14,128$4.49M0.0%-6.1%0.031%
5/15/2025 Focus Partners Advisor Solutions LLC12,636$4.01M0.1%+33.9%0.028%
5/15/2025 Royal Bank of Canada79,548$25.27M0.0%-33.1%0.173%
5/15/2025 Betterment LLC1,161$369K0.0%-59.5%0.003%
5/15/2025 Hanover Advisors Inc.41,981$13.34M5.8%+0.1%0.092%
5/14/2025 Truvestments Capital LLC149$47K0.0%+50.5%0.000%
5/14/2025 Ieq Capital LLC118,995$37.80M0.3%+37.6%0.260%
5/14/2025 Kayne Anderson Rudnick Investment Management LLC6,122$1.94M0.0%+5.5%0.013%
5/14/2025 Comerica Bank91,402$29.03M0.1%-4.6%0.199%
5/14/2025 Synovus Financial Corp6,951$2.21M0.0%+2.9%0.015%
5/14/2025 Smartleaf Asset Management LLC2,145$678K0.1%-2.2%0.005%
5/14/2025 Northwestern Mutual Wealth Management Co.49,957$15.87M0.0%-2.0%0.109%
5/14/2025 Sax Wealth Advisors LLC10,011$3.18M0.2%+4.8%0.022%
5/14/2025 Kestra Advisory Services LLC56,688$18.01M0.1%+0.9%0.124%
5/14/2025 Gould Capital LLC1,026$326K0.2%-20.4%0.002%
5/14/2025 Ameriprise Financial Inc.388,557$123.42M0.0%-13.9%0.847%
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5/14/2025 Estate Counselors LLC835$265K0.0%-86.3%0.002%
5/14/2025 Partners Capital Investment Group LLP35,654$11.33M0.2%+508.6%0.078%
5/14/2025 Dorsey & Whitney Trust CO LLC6,676$2.12M0.1%+6.4%0.015%
5/14/2025 GM Advisory Group LLC180,763$57.42M3.1%-1.5%0.394%
5/14/2025 Capital Analysts LLC3,872$1.23M0.0%+13.0%0.008%
5/14/2025 Vertex Planning Partners LLC5,790$1.84M0.4%-1.2%0.013%
5/14/2025 Heritage Financial Services LLC5,763$1.83M0.2%-6.4%0.013%
5/14/2025 Berkshire Asset Management LLC PA6,816$2.19M0.1%+4.6%0.015%
5/14/2025 Hsbc Holdings PLC2,730$867K0.0%-7.6%0.006%
5/13/2025 Sand Hill Global Advisors LLC9,881$3.14M0.1%-0.5%0.022%
5/13/2025 Northern Trust Corp1,132,352$359.68M0.1%-1.9%2.470%
5/13/2025 Mill Creek Capital Advisors LLC130,295$41.39M1.0%+1.8%0.284%
5/13/2025 Blue Edge Capital LLC2,344$745K0.1%-11.8%0.005%
5/13/2025 Global View Capital Management LLC1,334$424K0.2%-3.9%0.003%
5/13/2025 17 Capital Partners LLC1,337$425K0.3%+4.9%0.003%
5/13/2025 Raymond James Financial Inc.141,848$45.06M0.0%+16.6%0.309%
5/13/2025 Cresset Asset Management LLC118,703$37.71M0.2%+12.8%0.259%
5/13/2025 Twin Focus Capital Partners LLC11,520$3.66M0.6%-7.1%0.025%
5/13/2025 Forvis Mazars Wealth Advisors LLC51,475$16.35M0.4%-3.9%0.112%
5/13/2025 Wealthedge Investment Advisors LLC9,377$2.98M1.3%-19.9%0.020%
5/13/2025 Nations Financial Group Inc. IA ADV67,943$21.58M1.6%-3.9%0.148%
5/13/2025 Finley Financial LLC70,724$22.29M12.4%-0.2%0.154%
5/13/2025 Kovitz Investment Group Partners LLC1,343$427K0.0%+4.2%0.003%
5/13/2025 Evensky & Katz LLC365,204$116.00M7.8%-3.6%0.797%
5/13/2025 Francis Financial Inc.803$255K0.1%-60.5%0.002%
5/13/2025 Heck Capital Advisors LLC1,147$364K0.0%+14.7%0.003%
5/13/2025 MSH Capital Advisors LLC2,018$641K0.2%+6.1%0.004%
5/13/2025 Brooklyn FI LLC75,995$24.35M7.5%+5.0%0.166%
5/13/2025 Tlwm295,435$93.84M18.8%+0.4%0.644%
5/13/2025 Rossmore Private Capital5,557$1.77M0.2%+1.6%0.012%
5/13/2025 Stone House Investment Management LLC191$61K0.0%-98.7%0.000%
5/13/2025 HighTower Advisors LLC308,661$98.04M0.1%-1.5%0.673%
5/13/2025 Trajan Wealth LLC70,947$22.54M1.2%+0.5%0.155%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors2,087$666K0.1%-46.7%0.005%
5/12/2025 SouthState Corp6,585$2.09M0.1%+283.5%0.014%
5/12/2025 Benjamin Edwards Inc.776$246K0.0%-77.3%0.002%
5/12/2025 JPMorgan Chase & Co.575,186$182.70M0.0%-4.8%1.254%
5/12/2025 Frank Rimerman Advisors LLC4,428$1.41M0.1%+202.7%0.010%
5/12/2025 Townsquare Capital LLC4,329$1.38M0.0%-9.2%0.009%
5/12/2025 Zions Bancorporation National Association UT3,270$1.04M0.1%N/A0.007%
5/12/2025 FSA Wealth Partners Inc.4,432$1.41M0.5%-64.2%0.010%
5/12/2025 Citigroup Inc.36,708$11.66M0.0%+5.4%0.080%
5/12/2025 AlphaCore Capital LLC154,840$49.18M4.2%+11.1%0.338%
5/12/2025 WBH Advisory Inc.731$232K0.0%+19.1%0.002%
5/9/2025 Chicago Partners Investment Group LLC17,032$5.43M0.2%+2.3%0.037%
5/9/2025 Citizens Financial Group Inc. RI61,517$19.54M0.4%+15.1%0.134%
5/9/2025 WealthShield Partners LLC561$178K0.0%+56.3%0.001%
5/9/2025 PrairieView Partners LLC1,446$459K0.0%-14.6%0.003%
5/9/2025 Wealthspire Advisors LLC95,534$30.35M0.2%+99.4%0.208%
5/9/2025 McClarren Financial Advisors Inc.7,133$2.27M1.5%N/A0.016%
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5/9/2025 Atria Wealth Solutions Inc.10,799$3.43M0.0%-4.7%0.024%
5/9/2025 Commonwealth Equity Services LLC119,948$38.10M0.1%+8.3%0.262%
5/9/2025 Blair William & Co. IL199,363$63.33M0.2%-0.1%0.435%
5/9/2025 Manchester Capital Management LLC1,000$318K0.0%-83.0%0.002%
5/9/2025 Cedar Wealth Management LLC15,434$4.90M1.7%+2.8%0.034%
5/9/2025 PNC Financial Services Group Inc.333,439$105.91M0.1%+4.3%0.727%
5/8/2025 Fiduciary Wealth Partners LLC5,460$1.73M1.5%N/A0.012%
5/8/2025 TIAA Trust National Association104,015$33.04M0.1%-26.7%0.227%
5/8/2025 Commerce Bank164,884$52.37M0.3%+4.2%0.360%
5/8/2025 US Bancorp DE87,750$27.87M0.2%-2.0%0.191%
(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, 795 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 IWV's institutional investors.

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

Of the 602 institutional investors that purchased iShares Russell 3000 ETF 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 ($4.64M), 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 21,693,741 shares in the last 24 months. This purchase volume represents approximately $6.91B in transactions.

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

Of the 507 institutional investors that sold iShares Russell 3000 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($826.46K), Family Firm Inc. ($717.07K), EP Wealth Advisors LLC ($631.74K), First Republic Investment Management Inc. ($427.83K), Corient Private Wealth LLC ($354.26K), Ameriprise Financial Inc. ($325.12K), and New York State Common Retirement Fund ($253.20K).

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

Institutional investors have sold a total of 7,326,831 shares in the last 24 months. This volume of shares sold represents approximately $2.14B in transactions.



This page (NYSEARCA:IWV) was last updated on 5/24/2025 by MarketBeat.com Staff
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