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iShares Russell 3000 ETF (IWV) Institutional Ownership

iShares Russell 3000 ETF logo
$357.42 +2.49 (+0.70%)
Closing price 04:10 PM Eastern
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$357.50 +0.08 (+0.02%)
As of 04:10 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)
438
Total
Institutional Inflows
(last 12 months)
$5.88B
Number of
Institutional Sellers
(last 12 months)
383
Total
Institutional Outflows
(last 12 months)
$1.15B
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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
7/17/2025City Holding Co.8,421$2.96M0.4%-3.6%0.019%
7/17/2025Beacon Capital Management LLC175$62K0.0%+96.6%0.000%
7/17/2025Tritonpoint Wealth LLC878$308K0.0%+6.3%0.002%
7/17/2025XY Planning Network Inc.8,613$3.02M1.0%+40.4%0.019%
7/16/2025Signature Resources Capital Management LLC6,380$2.24M1.4%N/A0.014%
7/16/2025Augustine Asset Management Inc.3,714$1.30M0.3%-1.3%0.008%
7/16/2025Ipswich Investment Management Co. Inc.37,885$13.30M3.2%-0.7%0.084%
7/16/2025Destiny Wealth Partners LLC2,154$756K0.1%N/A0.005%
7/16/2025Rebalance LLC24,593$8.63M0.6%+30.6%0.055%
7/16/2025Embree Financial Group71,754$25.19M3.8%-0.9%0.159%
7/16/2025Dakota Wealth Management6,320$2.22M0.0%-6.1%0.014%
7/16/2025Maridea Wealth Management LLC1,931$678K0.2%-88.4%0.004%
7/16/2025Plancorp LLC1,187$417K0.0%+13.9%0.003%
7/16/2025Moneywise Inc.39,085$13.72M6.4%+5.9%0.087%
7/15/2025 BigSur Wealth Management LLC31,700$11.13M2.8%-9.4%0.070%
7/15/2025 Well Done LLC2,521$885K0.2%-18.2%0.006%
7/15/2025 TD Private Client Wealth LLC1,670$586K0.0%+398.5%0.004%
7/15/2025 RVW Wealth LLC1,522$534K0.0%+4.0%0.003%
7/15/2025 Ballentine Partners LLC166,886$58.58M0.9%+0.8%0.370%
7/15/2025 Fifth Third Bancorp70,182$24.63M0.1%-4.3%0.156%
7/15/2025 Tepp RIA LLC819$287K0.4%-23.0%0.002%
7/14/2025 Baring Financial LLC2,606$915K0.7%-2.2%0.006%
7/14/2025 Golden State Equity Partners674$237K0.0%-5.3%0.001%
7/14/2025 Proathlete Wealth Management LLC76$27K0.0%N/A0.000%
7/14/2025 Lakeshore Financial Planning Inc.9,149$3.21M1.3%-0.3%0.020%
7/14/2025 U.S. Capital Wealth Advisors LLC8,445$2.96M0.1%-8.6%0.019%
7/14/2025 Park Avenue Securities LLC3,119$1.10M0.0%N/A0.007%
7/14/2025 Sowell Financial Services LLC12,640$4.44M0.2%-9.6%0.028%
7/11/2025 BTC Capital Management Inc.17,567$6.17M0.5%-3.2%0.039%
7/11/2025 UMB Bank n.a.36,133$12.68M0.2%-6.3%0.080%
7/11/2025 William Howard & Co Financial Advisors Inc15,025$5.27M4.6%+0.8%0.033%
7/10/2025 Wealth Enhancement Advisory Services LLC37,445$13.33M0.0%+4.1%0.083%
7/10/2025 Brooklyn FI LLC77,290$27.13M7.0%+1.7%0.171%
7/9/2025 Finley Financial LLC70,441$24.73M12.4%-0.4%0.156%
7/9/2025 Intelligence Driven Advisers LLC13,366$4.69M0.7%-7.1%0.030%
7/9/2025 O Brien Wealth Partners LLC50,846$17.85M2.8%-0.6%0.113%
7/9/2025 Procyon Advisors LLC575$202K0.0%-74.5%0.001%
7/9/2025 Graves Light Lenhart Wealth Inc.3,500$1.23M0.1%-12.5%0.008%
7/9/2025 Affinity Capital Advisors LLC2,262$794K0.1%-12.7%0.005%
7/9/2025 Post Resch Tallon Group Inc.23,722$8.33M8.0%-0.1%0.053%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

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7/9/2025 Epiq Partners LLC59,192$20.78M10.6%+3.4%0.131%
7/9/2025 Fiduciary Alliance LLC1,700$597K0.0%N/A0.004%
7/9/2025 Christopher J. Hasenberg Inc70$25K0.0%-99.9%0.000%
7/9/2025 Veracity Capital LLC1,401$492K0.2%+2.5%0.003%
7/9/2025 MassMutual Private Wealth & Trust FSB200$70K0.0%N/A0.000%
7/8/2025 Strategic Advocates LLC574$201K0.1%N/A0.001%
7/8/2025 Apella Capital LLC6,190$2.19M0.1%-3.8%0.014%
7/8/2025 Red Spruce Capital LLC2,527$887K0.4%-12.2%0.006%
7/8/2025 Parallel Advisors LLC546$192K0.0%+232.9%0.001%
7/7/2025 Wesbanco Bank Inc.3,753$1.32M0.0%+492.0%0.008%
7/7/2025 Centurion Wealth Management LLC700$246K0.1%N/A0.002%
7/3/2025 First Hawaiian Bank9,197$3.23M0.4%-1.6%0.020%
7/3/2025 McLean Asset Management Corp1,651$583K0.2%+115.8%0.004%
7/3/2025 Stairway Partners LLC63,144$22.16M1.3%-3.0%0.140%
7/1/2025 Rowlandmiller & PARTNERS.ADV285$100K0.0%N/A0.001%
6/17/2025Howe & Rusling Inc.906$288K0.0%+285.5%0.002%
6/12/2025Sheets Smith Investment Management1,044$332K0.3%-93.8%0.002%
6/4/2025 First Hawaiian Bank9,346$2.97M0.1%-6.9%0.021%
6/2/2025Cim Investment Management Inc.1,423$465K0.1%+88.5%0.003%
6/2/2025Modern Wealth Management LLC2,330$740K0.0%+278.9%0.005%
5/29/2025Rhumbline Advisers22,041$7.00M0.0%-62.7%0.049%
5/23/2025Triune Financial Partners LLC18,175$5.77M1.8%+0.2%0.040%
5/22/2025WBI Investments LLC15,459$4.91M1.3%+3.1%0.034%
5/21/2025Geneos Wealth Management Inc.100,966$32.07M1.1%-4.7%0.220%
5/20/2025Focus Partners Wealth364,681$115.84M0.3%+0.0%0.795%
5/20/2025Nepc LLC14,117$4.48M0.1%N/A0.031%
5/20/2025Chokshi & Queen Wealth Advisors Inc8,757$2.78M1.7%-0.8%0.019%
5/19/2025SCS Capital Management LLC1,902,762$604.39M7.7%+9.0%4.150%
5/16/2025Ascent Group LLC2,808$892K0.0%N/A0.006%
5/16/2025Signature Estate & Investment Advisors LLC721$229K0.0%N/A0.002%
5/16/2025Ashton Thomas Private Wealth LLC1,731$550K0.0%-6.4%0.004%
5/16/2025Goldman Sachs Group Inc.918,200$291.66M0.0%+46.1%2.040%
5/16/2025Jones Financial Companies Lllp93,025$29.55M0.0%-17.5%0.203%
5/16/2025Sheridan Capital Management LLC19,789$6.29M4.6%-0.8%0.043%
5/16/2025Punch & Associates Investment Management Inc.4,614$1.47M0.1%-2.3%0.010%
5/16/2025Nepc LLC14,117$4.48M0.1%N/A0.031%
5/16/2025NewEdge Advisors LLC13,717$4.36M0.0%+1.1%0.030%
5/16/2025Integrated Wealth Concepts LLC4,559$1.45M0.0%-16.8%0.010%
5/16/2025Clark Capital Management Group Inc.4,311$1.37M0.0%-89.3%0.009%
5/16/2025Curi RMB Capital LLC1,953$620K0.0%-75.6%0.004%
5/16/2025Beaird Harris Wealth Management LLC504$160K0.0%N/A0.001%
5/16/2025AQR Capital Management LLC8,152$2.59M0.0%+15.5%0.018%
5/16/2025AlTi Global Inc.41,215$13.09M0.3%-10.4%0.090%
5/15/2025UNC Management Company Inc.577,129$183.32M19.7%+0.3%1.259%
5/15/2025Family Office Research LLC9,261$2.94M1.4%-11.1%0.020%
5/15/2025EP Wealth Advisors LLC14,128$4.49M0.0%-6.1%0.031%
5/15/2025Focus Partners Advisor Solutions LLC12,636$4.01M0.1%+33.9%0.028%
5/15/2025Royal Bank of Canada79,548$25.27M0.0%-33.1%0.173%
5/15/2025Betterment LLC1,161$369K0.0%-59.5%0.003%
5/15/2025Hanover Advisors Inc.41,981$13.34M5.8%+0.1%0.092%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

Click here to get the details on this virtual monopoly.
5/14/2025Truvestments Capital LLC149$47K0.0%+50.5%0.000%
5/14/2025Ieq Capital LLC118,995$37.80M0.3%+37.6%0.260%
5/14/2025Kayne Anderson Rudnick Investment Management LLC6,122$1.94M0.0%+5.5%0.013%
5/14/2025Comerica Bank91,402$29.03M0.1%-4.6%0.199%
5/14/2025Synovus Financial Corp6,951$2.21M0.0%+2.9%0.015%
5/14/2025Smartleaf Asset Management LLC2,145$678K0.1%-2.2%0.005%
5/14/2025Northwestern Mutual Wealth Management Co.49,957$15.87M0.0%-2.0%0.109%
5/14/2025Sax Wealth Advisors LLC10,011$3.18M0.2%+4.8%0.022%
5/14/2025Kestra Advisory Services LLC56,688$18.01M0.1%+0.9%0.124%
5/14/2025Gould Capital LLC1,026$326K0.2%-20.4%0.002%
(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, 803 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 613 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 ($4.64M), 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 17,774,986 shares in the last 24 months. This purchase volume represents approximately $5.89B in transactions.

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

Of the 380 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 ($826.40K), Family Firm Inc. ($704.48K), SCS Capital Management LLC ($203.00K), JPMorgan Chase & Co. ($106.83K), Christopher J. Hasenberg Inc ($90.33K), TIAA Trust National Association ($76.53K), and Rhumbline Advisers ($74.25K).

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

Institutional investors have sold a total of 3,509,867 shares in the last 24 months. This volume of shares sold represents approximately $1.15B in transactions.


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This page (NYSEARCA:IWV) was last updated on 7/17/2025 by MarketBeat.com Staff
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