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iShares Russell 3000 ETF (IWV) Institutional Ownership

iShares Russell 3000 ETF logo
$440.31 -0.12 (-0.03%)
Closing price 04:10 PM Eastern
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$440.14 -0.18 (-0.04%)
As of 04:15 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)
382
Total
Institutional Inflows
(last 12 months)
$1.14B
Number of
Institutional Sellers
(last 12 months)
342
Total
Institutional Outflows
(last 12 months)
$561.31M
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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
10/13/2026Asset Allocation & Management Company LLC2,641$1.14M0.4%N/A0.006%
10/13/2026Sax Wealth Advisors LLC13,671$5.90M0.2%+0.3%0.029%
10/13/2026Avior Wealth Management LLC512$221K0.0%N/A0.001%
10/10/2026Marquette Asset Management LLC661$285K0.0%N/A0.001%
10/10/2026Jacobs & Co. CA982$423K0.0%N/A0.002%
10/9/2026RFG Bristol Wealth Advisors LLC3,483$1.50M0.4%-11.2%0.007%
10/9/2026Castle Rock Wealth Management LLC4,892$2.16M0.4%-20.9%0.010%
10/9/2026Intelligence Driven Advisers LLC10,346$4.47M0.8%-3.2%0.022%
10/9/2026Graves Light Lenhart Wealth Inc.3,244$1.40M0.1%-1.8%0.007%
10/9/2026Prosperity Planning Inc.2,098$906K0.2%-8.0%0.004%
10/9/2026Post Resch Tallon Group Inc.28,344$12.24M8.5%+2.1%0.061%
10/9/2026Eclectic Associates Inc. ADV993$429K0.0%N/A0.002%
10/9/2026Acropolis Investment Management LLC2,355$1.02M0.0%N/A0.005%
10/9/2026First Heartland Consultants Inc.10,097$4.36M0.3%N/A0.022%
10/9/2026GAMMA Investing LLC64$28K0.0%-50.0%0.000%
10/8/2026Financial Enhancement Group LLC493$217K0.0%N/A0.001%
10/8/2026Farther Finance Advisors LLC2,487$1.07M0.0%+15.9%0.005%
10/8/2026CoreCap Advisors LLC3,271$1.41M0.0%+1.4%0.007%
10/8/2026Titleist Asset Management LLC765$330K0.0%+3.2%0.002%
10/8/2026Apella Capital LLC20,472$9.00M0.1%+0.1%0.044%
10/8/2026Avidian Wealth Enterprises LLC5,311$2.29M0.1%N/A0.011%
10/8/2026Veracity Capital LLC1,120$483K0.1%+25.7%0.002%
10/8/2026Red Spruce Capital LLC2,408$1.04M0.3%+1.4%0.005%
10/7/2026Canandaigua National Bank & Trust Co.4,150$1.79M0.2%N/A0.009%
10/7/2026Epiq Partners LLC74,545$32.18M14.0%+3.9%0.159%
10/7/2026Baring Financial LLC1,921$829K0.4%-12.9%0.004%
10/6/2026Bangor Savings Bank85$37K0.0%N/A0.000%
10/5/2026Horizons Wealth Management116$50K0.0%N/A0.000%
10/5/2026Ferguson Wellman Capital Management Inc.1,203$519K0.0%N/A0.003%
10/5/2026MassMutual Private Wealth & Trust FSB300$129K0.0%N/A0.001%
9/23/2026QRG Capital Management Inc.1,468$626K0.0%-51.6%0.003%
9/9/2026Integrated Wealth Concepts LLC11,973$5.11M0.0%+38.1%0.026%
8/27/2026Corient Private Wealth LP217,463$92.73M0.1%-3.8%0.471%
8/23/2026Tanager Wealth Management LLP35,804$15.27M1.3%+2.0%0.077%
8/23/2026Ameritas Advisory Services LLC18,837$8.03M0.2%N/A0.041%
8/23/2026HB Wealth Management LLC80,702$34.41M0.2%+0.5%0.175%
8/23/2026UNC Management Company Inc.529,017$225.57M10.9%+0.2%1.145%
8/23/2026Nvest Financial LLC5,582$2.38M0.8%-2.4%0.012%
8/23/2026Angeles Wealth Management LLC1,138$485K0.0%+864.4%0.002%
8/22/2026Syon Capital LLC3,639$1.55M0.1%N/A0.008%
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8/22/2026Concurrent Investment Advisors LLC9,090$3.88M0.0%-0.5%0.020%
8/22/2026Power Wealth Management LLC485$207K0.1%N/A0.001%
8/21/2026Mason & Associates Inc1,983$845K0.1%-5.7%0.004%
8/21/2026Greenspring Advisors LLC53,486$22.81M1.3%-0.4%0.116%
8/21/2026Aletheian Wealth Advisors LLC484$206K0.1%N/A0.001%
8/21/2026SkyOak Wealth LLC2,640$1.13M0.2%-1.5%0.006%
8/21/2026Chesapeake Wealth Management9,714$4.14M1.2%-5.9%0.021%
8/21/2026Independence Bank of Kentucky5,094$2.17M0.2%-6.6%0.011%
8/21/2026Midwest Professional Planners LTD.15,165$6.47M1.2%+0.7%0.033%
8/20/2026Wind River Trust Co113,918$48.58M16.4%-8.2%0.247%
8/17/2026Blue Edge Capital LLC2,344$999K0.1%N/A0.005%
8/5/2026USA Financial Formulas1,659$615K0.1%-5.7%0.004%
7/10/2026Heck Capital Advisors LLC124,292$53.00M3.2%+10,736.3%0.269%
7/10/2026JFS Wealth Advisors LLC31,561$13.46M0.7%-2.5%0.068%
7/10/2026William Mack & Associates Inc.1,258$536K0.2%-6.0%0.003%
7/10/2026City Holding Co.6,434$2.74M0.3%-8.6%0.014%
7/10/2026Wealthcare Advisory Partners LLC4,842$2.07M0.0%-11.3%0.010%
7/9/2026Wealthcare Capital Management LLC7,653$3.26M0.3%-9.3%0.017%
7/9/2026Aletheian Wealth Advisors LLC484$206K0.1%N/A0.001%
7/9/2026Sax Wealth Advisors LLC13,630$5.81M0.2%+34.3%0.030%
7/9/2026Valeo Financial Advisors LLC3,194$1.36M0.0%+2.6%0.007%
7/8/2026Baring Financial LLC2,205$940K0.5%-4.4%0.005%
7/8/2026Chesley Taft & Associates LLC4,458$1.90M0.1%-1.1%0.010%
7/8/2026Finley Financial LLC69,374$29.58M11.9%-1.9%0.150%
7/8/2026Castle Rock Wealth Management LLC6,184$2.63M0.5%+8.1%0.013%
7/8/2026Apella Capital LLC20,446$8.72M0.1%-0.2%0.044%
7/8/2026Evanson Financial LLC716$305K0.0%N/A0.002%
7/8/2026Eclectic Associates Inc. ADV1,003$428K0.0%-13.7%0.002%
7/7/2026Post Resch Tallon Group Inc.27,757$11.84M8.2%-1.1%0.060%
7/7/2026Dynamic Advisor Solutions LLC2,709$1.16M0.0%-1.8%0.006%
7/7/2026Graves Light Lenhart Wealth Inc.3,305$1.41M0.1%+1.9%0.007%
7/7/2026Tlwm292,816$124.86M20.3%-0.5%0.634%
7/7/2026GAMMA Investing LLC128$55K0.0%-27.3%0.000%
7/7/2026Avior Wealth Management LLC511$218K0.0%N/A0.001%
7/7/2026Canandaigua National Bank & Trust Co.4,150$1.77M0.1%N/A0.009%
7/7/2026Epiq Partners LLC71,755$30.60M13.0%+6.2%0.155%
7/7/2026Financial Enhancement Group LLC493$210K0.0%N/A0.001%
7/7/2026Grove Bank & Trust500$213K0.0%-85.3%0.001%
7/7/2026CoreCap Advisors LLC3,226$1.38M0.0%+22.7%0.007%
7/2/2026MassMutual Private Wealth & Trust FSB300$128K0.0%-40.0%0.001%
7/2/2026 Stairway Partners LLC56,534$24.11M1.1%-3.5%0.124%
6/24/2026Basecamp Wealth Advisors LLC12,894$4.78M1.0%+0.2%0.028%
6/16/2026Steelhead Wealth Management LLC2,387$884K0.4%N/A0.005%
6/10/2026Curry Webb Wealth Management LLC1,435$532K0.3%N/A0.003%
6/3/2026DV Trading LLC760$282K0.0%+36.7%0.002%
6/3/2026NewEdge Advisors LLC16,476$6.11M0.0%-16.1%0.036%
5/29/2026Mullaney Keating & Wright Inc.1,739$645K0.3%+5.5%0.004%
5/29/2026Asset Dedication LLC4,389$1.63M0.1%+14.4%0.009%
5/28/2026Cozad Asset Management Inc.14,686$5.44M0.4%+0.5%0.032%
5/26/2026Glenmede Trust Co. NA27,432$10.17M0.0%-2.6%0.059%
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5/22/2026Verus Capital Partners LLC1,139$422K0.0%-3.3%0.002%
5/19/2026Bank of America Corp DE923,534$342.34M0.0%+11.4%1.995%
5/19/2026Chesapeake Wealth Management10,320$3.83M1.2%-1.0%0.022%
5/18/2026Sunbelt Securities Inc.438$163K0.0%-21.1%0.001%
5/18/2026Royal Bank of Canada61,046$22.63M0.0%-48.4%0.132%
5/18/2026Empowered Funds LLC3,390$1.26M0.0%-37.4%0.007%
5/16/2026Quantinno Capital Management LP37,377$13.86M0.0%+5.9%0.081%
5/15/2026Intelligence Driven Advisers LLC11,249$4.17M0.7%-4.9%0.024%
5/15/2026Gateway Wealth Partners LLC1,398$519K0.0%+154.2%0.003%
5/15/2026Matrix Private Capital Group LLC7,990$2.96M1.4%N/A0.017%


IWV Institutional Ownership - Frequently Asked Questions

During the previous two years, 864 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. ($225.57M).Learn more on iShares Russell 3000 ETF's institutional investors.

Of the 661 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), BNP Paribas Financial Markets ($392.86K), Goldman Sachs Group Inc. ($375.97K), and Raymond James Financial Inc. ($273.52K).

Institutional investors have bought a total of 2,958,578 shares in the last 24 months. This purchase volume represents approximately $1.14B in transactions.

Of the 342 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: JPMorgan Chase & Co. ($80.28K), Envestnet Asset Management Inc. ($63.40K), Royal Bank of Canada ($57.35K), Bessemer Group Inc. ($54.47K), UNC Management Company Inc. ($53.33K), Ameriprise Financial Inc. ($50.83K), and Bank of America Corp DE ($48.33K).

Institutional investors have sold a total of 1,469,294 shares in the last 24 months. This volume of shares sold represents approximately $561.31M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IWV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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