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iShares Russell 3000 ETF (IWV) Institutional Ownership

iShares Russell 3000 ETF logo
$422.50 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
454
Total
Institutional Inflows
(last 12 months)
$1.66B
Number of
Institutional Sellers
(last 12 months)
396
Total
Institutional Outflows
(last 12 months)
$881.68M
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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
5/22/2026Verus Capital Partners LLC1,139$422K0.0%-3.3%0.002%
5/19/2026 Bank of America Corp DE923,534$342.34M0.0%+11.4%1.995%
5/19/2026 Chesapeake Wealth Management10,320$3.83M1.2%-1.0%0.022%
5/18/2026 Sunbelt Securities Inc.438$163K0.0%-21.1%0.001%
5/18/2026 Royal Bank of Canada61,046$22.63M0.0%-48.4%0.132%
5/18/2026 Empowered Funds LLC3,390$1.26M0.0%-37.4%0.007%
5/16/2026 Quantinno Capital Management LP37,377$13.86M0.0%+5.9%0.081%
5/15/2026 Intelligence Driven Advisers LLC11,249$4.17M0.7%-4.9%0.024%
5/15/2026 Gateway Wealth Partners LLC1,398$519K0.0%+154.2%0.003%
5/15/2026 Matrix Private Capital Group LLC7,990$2.96M1.4%N/A0.017%
5/15/2026 Waverly Advisors LLC149,844$55.54M0.4%-1.5%0.324%
5/15/2026 Punch & Associates Investment Management Inc.5,487$2.03M0.1%+7.7%0.012%
5/15/2026 St. Louis Trust Co21,771$8.07M0.9%-0.5%0.047%
5/14/2026 Pennington Partners & CO. LLC112,105$41.56M14.2%+14.8%0.242%
5/14/2026 GC Wealth Management RIA LLC7,034$2.61M0.1%+54.7%0.015%
5/14/2026 Modern Wealth Management LLC4,385$1.64M0.0%+91.2%0.009%
5/14/2026 RMG Wealth Management LLC95$35K0.0%N/A0.000%
5/14/2026 Lido Advisors LLC274,951$101.92M0.3%-0.3%0.594%
5/13/2026 Cetera Investment Advisers149,242$55.32M0.1%-3.1%0.322%
5/13/2026 NewEdge Wealth LLC7,935$2.94M0.0%+0.6%0.017%
5/13/2026 First Citizens Bank & Trust Co.584$216K0.0%-17.2%0.001%
5/13/2026 Acumen Wealth Advisors LLC781$290K0.1%+17.4%0.002%
5/8/2026 PNC Financial Services Group Inc.335,776$124.47M0.1%-3.0%0.725%
5/8/2026 Glenview Trust Co2,792$1.04M0.0%-2.3%0.006%
5/8/2026 Cassaday & Co Wealth Management LLC160$59K0.0%N/A0.000%
5/8/2026 JMG Financial Group Ltd.7,234$2.68M0.1%-0.5%0.016%
5/8/2026 Johnson Financial Group Inc.3,854$1.43M0.1%+3.7%0.008%
5/7/2026 Hanover Advisors Inc.38,175$14.15M5.8%-0.4%0.082%
5/7/2026 AlTi Global Inc.40,027$14.84M0.3%+0.3%0.086%
5/7/2026 Earned Wealth Advisors LLC573$212K0.0%-17.9%0.001%
5/7/2026 Sentinel Trust Co. LBA242,928$90.05M8.9%-0.5%0.525%
5/7/2026 Ascent Wealth Partners LLC14,599$5.41M0.6%-14.3%0.032%
5/6/2026 Zhang Financial LLC9,549$3.54M0.1%-5.0%0.021%
5/6/2026 Simon Quick Advisors LLC12,147$4.50M0.2%+6.5%0.026%
5/6/2026 Arcus Capital Partners LLC19,520$7.24M2.6%+69.8%0.042%
5/6/2026 Modera Wealth Management LLC6,264$2.32M0.0%+0.6%0.014%
5/6/2026 Advisortrust Partners LLC252$94K0.0%N/A0.001%
5/6/2026 Angeles Wealth Management LLC118$44K0.0%N/A0.000%
5/6/2026 Bessemer Group Inc.114,847$42.57M0.1%-20.6%0.248%
5/6/2026 Allspring Global Investments Holdings LLC28,806$10.68M0.0%+10.5%0.062%
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5/6/2026 One Day In July LLC28,673$10.63M0.9%+11.4%0.062%
5/6/2026 Independent Financial Group LLC4,262$1.58M0.0%N/A0.009%
5/5/2026 D.A. Davidson & CO.3,269$1.21M0.0%-21.5%0.007%
5/5/2026 Navigation Group LLC876$325K0.1%N/A0.002%
5/5/2026 Compass Financial Group Inc.50,701$18.79M8.5%-1.7%0.110%
5/5/2026 Midwest Professional Planners LTD.15,060$5.58M1.3%+2.3%0.033%
5/5/2026 Bank of New York Mellon Corp338,628$125.52M0.0%-3.5%0.731%
5/5/2026 Collaborative Wealth Managment Inc.1,465$543K0.2%-25.8%0.003%
5/5/2026 Geneos Wealth Management Inc.170,528$63.21M1.5%+8.7%0.368%
5/5/2026 Sanctuary Advisors LLC4,695$1.74M0.0%+1.7%0.010%
5/5/2026 Sigma Planning Corp7,684$2.85M0.1%+37.2%0.017%
5/5/2026 Conservest Capital Advisors Inc.31,204$11.57M1.0%-9.6%0.067%
5/5/2026 Mosaic Advisors LLC9,249$3.76M5.1%+21.6%0.020%
5/5/2026 Avantax Planning Partners Inc.976$362K0.0%-50.2%0.002%
5/4/2026 Calamos Wealth Management LLC153,920$57.06M2.0%-2.2%0.332%
5/4/2026 Calamos Advisors LLC153,920$57.06M0.2%N/A0.332%
5/4/2026 AMG National Trust Bank3,315$1.23M0.0%N/A0.007%
5/4/2026 Retirement Planning Group LLC3,775$1.40M0.0%+1.7%0.008%
5/4/2026 Lutz Financial Services LLC11,854$4.39M0.3%-2.6%0.026%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,497$555K0.0%+10.7%0.003%
5/4/2026 Bleakley Financial Group LLC13,210$4.90M0.1%N/A0.029%
5/4/2026 Chicago Partners Investment Group LLC16,863$6.83M0.1%+12.9%0.036%
5/2/2026 Global Assets Advisory LLC4,218$1.56M0.4%N/A0.009%
5/2/2026 International Assets Investment Management LLC2,891$1.08M0.0%+1.4%0.006%
5/2/2026 Diversify Wealth Management LLC912$369K0.0%N/A0.002%
5/2/2026 Valmark Advisers Inc.2,015$747K0.0%+42.2%0.004%
5/2/2026 Pittenger & Anderson Inc.428$159K0.0%+8.4%0.001%
5/2/2026 Carnegie Investment Counsel633$235K0.0%-21.0%0.001%
5/1/2026 Citizens Financial Group Inc. RI54,197$20.09M0.3%-3.8%0.117%
5/1/2026 Fifth Third Bancorp146,638$54.36M0.1%+118.6%0.317%
5/1/2026 Rossmore Private Capital3,569$1.32M0.1%+11.6%0.008%
5/1/2026 Sequoia Financial Advisors LLC15,913$5.90M0.0%-0.7%0.034%
5/1/2026 Independence Bank of Kentucky5,453$2.02M0.3%-0.5%0.012%
5/1/2026 William Howard & Co Financial Advisors Inc13,775$5.11M4.4%-3.5%0.030%
4/30/2026 Hsbc Holdings PLC2,340$867K0.0%-6.0%0.005%
4/30/2026 SkyOak Wealth LLC2,680$994K0.2%-2.0%0.006%
4/30/2026 Beacon Financial Group5,149$1.91M0.2%-0.7%0.011%
4/30/2026 Triune Financial Partners LLC17,370$6.44M1.5%-1.9%0.037%
4/30/2026 Stronghold Wealth Management L.L.C.2,089$774K1.2%+19.0%0.005%
4/30/2026 Kestra Advisory Services LLC41,214$15.28M0.1%+2.5%0.089%
4/30/2026 W Advisors LLC2,268$841K0.4%-6.8%0.005%
4/30/2026 Cahaba Wealth Management Inc.3,368$1.25M0.1%+1.4%0.007%
4/30/2026 First Interstate Bank1,718$637K0.0%-32.9%0.004%
4/30/2026 KDK Private Wealth Management LLC44,775$16.60M15.2%-0.8%0.097%
4/29/2026 Broussard Financial Group LLC873$324K0.3%-11.6%0.002%
4/29/2026 Core Wealth Management Inc.769$285K0.1%-43.6%0.002%
4/28/2026 Whittier Trust Co. of Nevada Inc.37,982$14.26M0.3%-22.8%0.082%
4/28/2026 Whittier Trust Co.32,643$12.26M0.1%+52.2%0.070%
4/28/2026 Ascentis Independent Advisors912$338K0.0%+51.2%0.002%
4/28/2026 Stephens Inc. AR164,161$60.85M0.8%+4.5%0.354%
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4/28/2026 GM Advisory Group LLC173,146$64.18M2.5%-2.4%0.374%
4/28/2026 Forte Asset Management LLC18,596$6.89M3.0%-20.3%0.040%
4/28/2026 Hunter Associates Investment Management LLC2,785$1.03M0.1%-2.3%0.006%
4/28/2026 QRG Capital Management Inc.3,036$1.13M0.0%-37.5%0.007%
4/27/2026 Oxbow Advisors LLC1,657$614K0.1%-9.7%0.004%
4/27/2026 HB Wealth Management LLC80,307$29.77M0.2%+0.5%0.174%
4/27/2026 Baer Investment Advisory LLC564$209K0.0%N/A0.001%
4/27/2026 World Investment Advisors2,490$923K0.0%-35.0%0.005%
4/27/2026 Private Advisor Group LLC14,690$5.45M0.0%+0.9%0.032%
4/27/2026 Elevation Point Wealth Partners LLC1,378$511K0.0%N/A0.003%


IWV Institutional Ownership - Frequently Asked Questions

During the previous two years, 884 institutional investors and hedge funds held shares of iShares Russell 3000 ETF. The most heavily invested institutionals were SCS Capital Management LLC ($725.27M), Goldman Sachs Group Inc. ($591.54M), Morgan Stanley ($497.03M), Northern Trust Corp ($394.48M), Gallagher Fiduciary Advisors LLC ($346.86M), Bank of America Corp DE ($342.34M), and UNC Management Company Inc. ($203.78M).Learn more on iShares Russell 3000 ETF's institutional investors.

Of the 685 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 ($4.61M), Gallagher Fiduciary Advisors LLC ($985.11K), International Assets Investment Management LLC ($826.81K), Family Firm Inc. ($649.32K), Strategic Financial Concepts LLC ($459.39K), and BNP Paribas Financial Markets ($392.86K).

Institutional investors have bought a total of 4,479,718 shares in the last 24 months. This purchase volume represents approximately $1.66B in transactions.

Of the 396 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: Pitcairn Co. ($195.66K), Bank of America Corp DE ($139.54K), JPMorgan Chase & Co. ($119.51K), Corient Private Wealth LLC ($75.64K), Strategic Investment Management LLC ($74.36K), Captrust Financial Advisors ($74.09K), and Envestnet Asset Management Inc. ($63.40K).

Institutional investors have sold a total of 2,394,759 shares in the last 24 months. This volume of shares sold represents approximately $881.68M in transactions.



This page (NYSEARCA:IWV) was last updated on 5/25/2026 by MarketBeat.com Staff.
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