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iShares Russell 3000 ETF (IWV) Institutional Ownership

iShares Russell 3000 ETF logo
$292.05 -6.92 (-2.31%)
Closing price 04/21/2025 04:10 PM Eastern
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$292.08 +0.03 (+0.01%)
As of 08:00 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)
397
Total
Institutional Inflows
(last 12 months)
$5.66B
Number of
Institutional Sellers
(last 12 months)
346
Total
Institutional Outflows
(last 12 months)
$1.02B
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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
4/22/2025XY Planning Network Inc.6,135$1.95M1.3%-4.2%0.013%
4/21/2025DecisionMap Wealth Management LLC651$207K0.2%N/A0.001%
4/21/2025Bricktown Capital LLC143,120$45.46M8.5%N/A0.312%
4/21/2025Envestnet Portfolio Solutions Inc.7,633$2.43M0.0%-19.3%0.017%
4/21/2025Well Done LLC3,082$1.03M0.2%-3.3%0.007%
4/21/2025Boston Trust Walden Corp1,590$505K0.0%N/A0.003%
4/21/2025Johnson Investment Counsel Inc.63,421$20.15M0.2%+1.2%0.138%
4/21/2025Aspiriant LLC27,961$8.88M0.3%-0.9%0.061%
4/21/2025CWA Asset Management Group LLC1,779$565K0.0%+47.0%0.004%
4/21/2025Dunhill Financial LLC5,661$1.80M0.8%-16.8%0.012%
4/21/2025Newton One Investments LLC582$185K0.1%-9.8%0.001%
4/18/2025 Halbert Hargrove Global Advisors LLC18,252$5.80M0.3%-12.8%0.040%
4/17/2025 QRG Capital Management Inc.1,559$495K0.0%-60.2%0.003%
4/17/2025 Mason & Associates Inc2,548$809K0.2%-2.7%0.006%
4/17/2025 Sowell Financial Services LLC13,988$4.44M0.2%+4.7%0.031%
4/17/2025 Rebalance LLC18,836$5.98M0.4%+0.2%0.041%
4/17/2025 Abound Wealth Management343$109K0.0%-11.6%0.001%
4/17/2025 Brighton Jones LLC82,135$26.09M0.8%-3.9%0.179%
4/16/2025 Armbruster Capital Management Inc.1,665$529K0.1%-39.0%0.004%
4/16/2025 Wealth Enhancement Advisory Services LLC35,964$11.42M0.0%+3.8%0.078%
4/16/2025 Tritonpoint Wealth LLC826$262K0.0%-19.1%0.002%
4/16/2025 Ipswich Investment Management Co. Inc.38,161$12.12M3.0%-1.4%0.083%
4/16/2025 CVA Family Office LLC4,000$1.27M0.2%-9.1%0.009%
4/16/2025 Legacy Trust20,894$6.64M1.6%-0.2%0.046%
4/15/2025 Greenwood Capital Associates LLC2,902$922K0.1%-1.6%0.006%
4/15/2025 GPS Wealth Strategies Group LLC875$278K0.0%+10.2%0.002%
4/15/2025 Fifth Third Bancorp73,346$23.30M0.1%-0.3%0.160%
4/15/2025 Simon Quick Advisors LLC13,883$4.41M0.3%+17.1%0.030%
4/15/2025 Zhang Financial LLC10,353$3.29M0.2%-4.7%0.023%
4/15/2025 USA Financial Formulas2,668$847K0.1%-8.2%0.006%
4/15/2025 Strategic Equity Management52,582$16.70M7.0%+4.6%0.115%
4/15/2025 Integrated Advisors Network LLC8,967$2.85M0.1%-1.8%0.020%
4/15/2025 Financial Council LLC15,644$4.97M2.7%-0.8%0.034%
4/15/2025 Accurate Wealth Management LLC1,108$335K0.1%-8.1%0.002%
4/15/2025 Wealthcare Capital Management LLC10,624$3.38M0.3%+6.3%0.023%
4/14/2025 Midland Wealth Advisors LLC1,487$472K0.0%-5.0%0.003%
4/14/2025 Farther Finance Advisors LLC1,237$394K0.0%-75.2%0.003%
4/14/2025 Moss Adams Wealth Advisors LLC40,438$12.85M1.4%+5.5%0.088%
4/14/2025 First Citizens Bank & Trust Co.787$250K0.0%-32.4%0.002%
4/14/2025 Tanglewood Wealth Management Inc.90,009$28.59M3.2%-8.4%0.196%
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4/14/2025 Wedmont Private Capital8,804$2.66M0.1%+3.9%0.019%
4/14/2025 UMB Bank n.a.38,555$12.25M0.2%-28.9%0.084%
4/11/2025 Independence Bank of Kentucky5,638$1.79M0.3%-3.3%0.012%
4/11/2025 Epiq Partners LLC57,245$18.18M9.6%+7.6%0.126%
4/11/2025 DHK Financial Advisors Inc.19,850$6.31M3.5%+76.8%0.044%
4/11/2025 Procyon Advisors LLC2,254$716K0.0%-10.0%0.005%
4/11/2025 Signal Advisors Wealth LLC785$249K0.0%-23.3%0.002%
4/11/2025 Prosperity Planning Inc.2,485$789K0.2%-12.0%0.005%
4/11/2025 Foster Group Inc.1,712$544K0.0%-5.5%0.004%
4/10/2025 Chesley Taft & Associates LLC4,388$1.39M0.1%-3.0%0.010%
4/10/2025 Eclectic Associates Inc. ADV965$307K0.1%-60.2%0.002%
4/10/2025 Naples Global Advisors LLC1,760$559K0.1%N/A0.004%
4/10/2025 Beacon Financial Group5,313$1.69M0.2%-2.8%0.012%
4/10/2025 Veracity Capital LLC1,367$434K0.2%+41.4%0.003%
4/10/2025 Rialto Wealth Management LLC6,787$2.16M0.7%-2.0%0.015%
4/9/2025 McLean Asset Management Corp765$243K0.1%N/A0.002%
4/9/2025 Merit Financial Group LLC729$232K0.0%-63.8%0.002%
4/9/2025 NBC Securities Inc.100$31K0.0%N/A0.000%
4/9/2025 Castle Rock Wealth Management LLC11,142$3.55M1.0%-17.1%0.025%
4/8/2025 Rhumbline Advisers22,041$7.00M0.0%-62.7%0.048%
4/8/2025 Fifth Third Wealth Advisors LLC1,298$412K0.0%-53.0%0.003%
4/8/2025 Winthrop Advisory Group LLC14,887$4.73M0.6%-23.3%0.033%
4/8/2025 BTC Capital Management Inc.18,150$5.77M0.5%+3.3%0.040%
4/8/2025 Red Spruce Capital LLC2,878$914K0.4%-6.3%0.006%
4/7/2025 Stairway Partners LLC65,068$20.67M1.3%-0.7%0.143%
4/7/2025 AdvisorNet Financial Inc889$282K0.0%+24.2%0.002%
4/4/2025 Baring Financial LLC2,665$847K0.7%-25.5%0.006%
4/3/2025 Versant Capital Management Inc983$312K0.1%+19.6%0.002%
4/3/2025 First Hawaiian Bank10,557$3.35M0.2%+5.1%0.023%
3/24/2025Avant Financial Advisors LLC4,957$1.66M1.5%N/A0.011%
3/24/2025Mascagni Wealth Management Inc.248$83K0.1%N/A0.001%
3/21/2025Nestegg Advisors Inc.2,634$904K0.9%N/A0.006%
3/19/2025Northeast Planning Associates INC. NH3,584$1.20M1.2%N/A0.008%
3/17/2025 Wealth Enhancement Advisory Services LLC34,650$11.58M0.0%+141.7%0.076%
3/12/2025Wealthedge Investment Advisors LLC11,711$3.91M1.8%N/A0.026%
3/6/2025 Copia Wealth Management192$64K0.1%N/A0.000%
3/5/2025 Castle Rock Wealth Management LLC13,433$4.68M1.1%+6.5%0.029%
2/28/2025Brooklyn FI LLC72,405$24.20M3.9%-1.4%0.158%
2/27/2025XY Planning Network Inc.6,406$2.14M1.6%N/A0.014%
2/25/2025Heck Capital Advisors LLC1,000$334K0.0%N/A0.002%
2/25/2025B. Riley Wealth Advisors Inc.2,189$732K0.0%+8.3%0.005%
2/25/2025Chokshi & Queen Wealth Advisors Inc8,827$2.95M1.8%N/A0.019%
2/21/2025Gould Capital LLC1,289$431K0.3%+8.3%0.003%
2/21/2025AlphaCore Capital LLC139,422$46.60M10.1%-13.8%0.305%
2/18/2025Vise Technologies Inc.4,032$1.35M0.1%N/A0.009%
2/18/2025Focus Partners Advisor Solutions LLC9,436$3.15M0.1%-31.4%0.021%
2/18/2025First Heartland Consultants Inc.27,555$9.21M0.9%-39.7%0.060%
2/17/2025Waverly Advisors LLC152,237$50.89M0.8%+6.8%0.332%
2/17/2025WBI Investments LLC14,995$5.01M1.3%+5.2%0.033%
2/17/2025Westwood Holdings Group Inc.2,112$706K0.0%+42.4%0.005%
URGENT: Someone's Moving Gold Out of London... (Ad)

People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.

Go here to learn about my Top Four picks for the coming bull mania.
2/17/2025Two Sigma Investments LP27,700$9.26M0.0%N/A0.060%
2/17/2025Triune Financial Partners LLC18,131$6.06M1.9%-3.4%0.040%
2/17/2025Stonebrook Private Inc.935$313K0.1%N/A0.002%
2/17/2025Silvercrest Asset Management Group LLC26,630$8.90M0.1%-8.1%0.058%
2/17/2025Royal Bank of Canada118,845$39.72M0.0%+27.4%0.259%
2/17/2025Quantinno Capital Management LP12,709$4.25M0.0%N/A0.028%
2/17/2025Pathstone Holdings LLC26,187$8.75M0.0%+6.6%0.057%
2/17/2025London Co. of Virginia283$95K0.0%+3,437.5%0.001%
2/17/2025Laird Norton Wetherby Wealth Management LLC21,020$7.03M0.3%-0.7%0.046%
2/17/2025Geller Advisors LLC6,580$2.20M0.1%-57.2%0.014%
(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, 779 institutional investors and hedge funds held shares of iShares Russell 3000 ETF. The most heavily invested institutionals were SCS Capital Management LLC ($583.37M), Northern Trust Corp ($385.68M), Bank of America Corp DE ($340.50M), Morgan Stanley ($299.53M), JPMorgan Chase & Co. ($201.88M), UNC Management Company Inc. ($192.41M), and Pitcairn Co. ($184.37M).Learn more on IWV's institutional investors.

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

Of the 587 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 ($4.66M), International Assets Investment Management LLC ($1.50M), Family Firm Inc. ($656.25K), 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 21,234,561 shares in the last 24 months. This purchase volume represents approximately $6.72B in transactions.

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

Of the 489 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: First Republic Investment Management Inc. ($1.67M), International Assets Investment Management LLC ($826.46K), Family Firm Inc. ($714.18K), Ameriprise Financial Inc. ($699.42K), EP Wealth Advisors LLC ($630.83K), Corient Private Wealth LLC ($354.26K), and Vaughan Nelson Investment Management L.P. ($311.09K).

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

Institutional investors have sold a total of 9,687,169 shares in the last 24 months. This volume of shares sold represents approximately $2.64B in transactions.


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This page (NYSEARCA:IWV) was last updated on 4/22/2025 by MarketBeat.com Staff
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