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iShares Russell 3000 ETF (IWV) Institutional Ownership

iShares Russell 3000 ETF logo
$411.17 +3.33 (+0.82%)
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)
476
Total
Institutional Inflows
(last 12 months)
$1.86B
Number of
Institutional Sellers
(last 12 months)
411
Total
Institutional Outflows
(last 12 months)
$960.10M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Geneos Wealth Management Inc.170,528$63.21M1.5%+8.7%0.368%
5/5/2026Sanctuary Advisors LLC4,695$1.74M0.0%+1.7%0.010%
5/5/2026Sigma Planning Corp7,684$2.85M0.1%+37.2%0.017%
5/5/2026Conservest Capital Advisors Inc.31,204$11.57M1.0%-9.6%0.067%
5/5/2026Mosaic Advisors LLC9,249$3.76M5.1%+21.6%0.020%
5/5/2026Avantax Planning Partners Inc.976$362K0.0%-50.2%0.002%
5/4/2026Calamos Wealth Management LLC153,920$57.06M2.0%-2.2%0.332%
5/4/2026Calamos Advisors LLC153,920$57.06M0.2%N/A0.332%
5/4/2026AMG National Trust Bank3,315$1.23M0.0%N/A0.007%
5/4/2026Retirement Planning Group LLC3,775$1.40M0.0%+1.7%0.008%
5/4/2026Lutz Financial Services LLC11,854$4.39M0.3%-2.6%0.026%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,497$555K0.0%+10.7%0.003%
5/4/2026Bleakley Financial Group LLC13,210$4.90M0.1%N/A0.029%
5/4/2026Chicago 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%
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%
4/25/2026 Patten Group Inc.1,632$605K0.1%+3.1%0.004%
4/25/2026 Keybank National Association OH23,475$8.70M0.0%-4.1%0.051%
4/24/2026 Root Financial Partners LLC1,615$599K0.0%+233.0%0.003%
4/24/2026 Balentine LLC43,843$16.25M0.7%-6.3%0.095%
4/24/2026 Newton One Investments LLC473$175K0.0%-19.3%0.001%
4/24/2026 WHI TRUST Co LLC17,078$6.33M4.8%-3.2%0.037%
4/24/2026 Harbor Investment Advisory LLC2,358$874K0.1%+19.6%0.005%
4/23/2026 Manchester Financial Inc.4,996$1.85M0.4%-1.1%0.011%
4/23/2026 Capital Investment Counsel LLC761$282K0.0%-9.3%0.002%
4/23/2026 Moss Adams Wealth Advisors LLC41,931$15.54M1.1%-14.4%0.091%
4/23/2026 Simmons Bank9,363$3.47M0.2%-5.0%0.020%
4/23/2026 waypoint wealth counsel1,495$554K0.3%-70.4%0.003%
4/23/2026 Avant Financial Advisors LLC6,482$2.40M1.7%+11.0%0.014%
4/22/2026 Janney Montgomery Scott LLC6,081$2.25M0.0%-30.5%0.013%
4/22/2026 Sterling Capital Management LLC6,330$2.35M0.0%-58.4%0.014%
4/22/2026 Beaumont Asset Management L.L.C.2,791$1.04M0.5%-5.2%0.006%
4/21/2026 Maridea Wealth Management LLC1,490$552K0.1%+8.0%0.003%
4/21/2026 Wesbanco Bank Inc.3,390$1.26M0.0%-9.1%0.007%
4/21/2026 Financial Council LLC14,505$5.38M2.1%-1.1%0.031%
4/21/2026 GHP Investment Advisors Inc.2,909$1.08M0.0%-8.2%0.006%
4/21/2026 Silver Oak Securities Incorporated341$127K0.0%+6,720.0%0.001%
4/20/2026 Kestra Private Wealth Services LLC2,446$907K0.0%-4.8%0.005%
4/20/2026 Tanager Wealth Management LLP35,098$13.01M1.3%-4.7%0.076%
4/20/2026 Friedenthal Financial508$188K0.1%N/A0.001%
4/20/2026 Blue Trust Inc.338$125K0.0%-12.7%0.001%
4/20/2026 Provenance Wealth Advisors LLC79,401$29.43M3.1%-4.0%0.172%
4/20/2026 Apella Capital LLC20,496$8.29M0.1%-22.8%0.044%
4/17/2026 Halbert Hargrove Global Advisors LLC15,454$5.73M0.3%-13.2%0.033%
4/17/2026 Anchyra Partners LLC18,457$6.84M2.1%+45.7%0.040%
4/17/2026 XML Financial LLC2,955$1.10M0.1%-9.9%0.006%
4/17/2026 Brookstone Capital Management22,549$8.36M0.1%-52.9%0.049%
4/16/2026 Smith Salley Wealth Management3,178$1.18M0.1%-1.3%0.007%
4/16/2026 Bricktown Capital LLC222,495$82.47M16.2%+10.4%0.478%
4/16/2026 McClarren Financial Advisors Inc.10,154$3.76M2.2%+56.8%0.022%
4/15/2026 Nations Financial Group Inc. IA ADV71,164$26.38M1.4%+5.8%0.153%
3/23/2026 J. Derek Lewis & Associates Inc.804$311K0.1%N/A0.002%
3/20/2026 Hsbc Holdings PLC2,490$963K0.0%N/A0.005%
3/17/2026Rockefeller Capital Management L.P.76,804$29.71M0.1%+25.0%0.163%
3/13/2026 World Investment Advisors3,828$1.48M0.0%+4.8%0.008%
3/12/2026Winthrop Partners WNY LLC685$265K0.1%N/A0.001%
3/9/2026Corient Private Wealth LLC224,117$85.63M0.1%+0.7%0.476%
3/6/2026 Union Savings Bank472$183K0.1%N/A0.001%
3/4/2026 Pure Financial Advisors LLC5,106$1.98M0.0%+32.7%0.011%
3/4/2026Rehmann Capital Advisory Group1,666$645K0.0%+5.4%0.004%
3/4/2026SHP Wealth Management291$112K0.0%N/A0.001%
2/25/2026MidFirst Bank166$64K0.0%N/A0.000%
2/24/2026 WLTH Capital Management LLC1,018$395K0.3%N/A0.002%
2/24/2026Stone Wealth Partners596$231K0.2%N/A0.001%


IWV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWV shares?

During the previous two years, 883 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 ($248.18M), and UNC Management Company Inc. ($203.78M).Learn more on iShares Russell 3000 ETF's institutional investors.

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

Of the 684 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).

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

Institutional investors have bought a total of 5,122,854 shares in the last 24 months. This purchase volume represents approximately $1.86B in transactions.

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

Of the 410 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), JPMorgan Chase & Co. ($148.30K), Bank of America Corp DE ($139.54K), Ameriprise Financial Inc. ($113.82K), Corient Private Wealth LLC ($75.64K), Strategic Investment Management LLC ($74.36K), and Captrust Financial Advisors ($74.09K).

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

Institutional investors have sold a total of 2,662,947 shares in the last 24 months. This volume of shares sold represents approximately $960.10M in transactions.


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