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iShares Russell 3000 ETF (IWV) Institutional Ownership

iShares Russell 3000 ETF logo
$352.50 -3.44 (-0.97%)
As of 03:27 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)
431
Total
Institutional Inflows
(last 12 months)
$5.88B
Number of
Institutional Sellers
(last 12 months)
382
Total
Institutional Outflows
(last 12 months)
$1.13B
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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
7/7/2025Centurion 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%
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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%
5/14/2025Ameriprise Financial Inc.388,557$123.42M0.0%-13.9%0.847%
5/14/2025Estate Counselors LLC835$265K0.0%-86.3%0.002%
5/14/2025Partners Capital Investment Group LLP35,654$11.33M0.2%+508.6%0.078%
5/14/2025Dorsey & Whitney Trust CO LLC6,676$2.12M0.1%+6.4%0.015%
5/14/2025GM Advisory Group LLC180,763$57.42M3.1%-1.5%0.394%
5/14/2025Capital Analysts LLC3,872$1.23M0.0%+13.0%0.008%
5/14/2025Vertex Planning Partners LLC5,790$1.84M0.4%-1.2%0.013%
5/14/2025Heritage Financial Services LLC5,763$1.83M0.2%-6.4%0.013%
5/14/2025Berkshire Asset Management LLC PA6,816$2.19M0.1%+4.6%0.015%
5/14/2025Hsbc Holdings PLC2,730$867K0.0%-7.6%0.006%
5/13/2025Sand Hill Global Advisors LLC9,881$3.14M0.1%-0.5%0.022%
5/13/2025Northern Trust Corp1,132,352$359.68M0.1%-1.9%2.470%
5/13/2025Mill Creek Capital Advisors LLC130,295$41.39M1.0%+1.8%0.284%
5/13/2025Blue Edge Capital LLC2,344$745K0.1%-11.8%0.005%
5/13/2025Global View Capital Management LLC1,334$424K0.2%-3.9%0.003%
5/13/202517 Capital Partners LLC1,337$425K0.3%+4.9%0.003%
5/13/2025Raymond James Financial Inc.141,848$45.06M0.0%+16.6%0.309%
5/13/2025Cresset Asset Management LLC118,703$37.71M0.2%+12.8%0.259%
5/13/2025Twin Focus Capital Partners LLC11,520$3.66M0.6%-7.1%0.025%
5/13/2025Forvis Mazars Wealth Advisors LLC51,475$16.35M0.4%-3.9%0.112%
5/13/2025Wealthedge Investment Advisors LLC9,377$2.98M1.3%-19.9%0.020%
5/13/2025Nations Financial Group Inc. IA ADV67,943$21.58M1.6%-3.9%0.148%
5/13/2025Finley Financial LLC70,724$22.29M12.4%-0.2%0.154%
5/13/2025Kovitz Investment Group Partners LLC1,343$427K0.0%+4.2%0.003%
5/13/2025Evensky & Katz LLC365,204$116.00M7.8%-3.6%0.797%
5/13/2025Francis Financial Inc.803$255K0.1%-60.5%0.002%
5/13/2025Heck Capital Advisors LLC1,147$364K0.0%+14.7%0.003%
5/13/2025MSH Capital Advisors LLC2,018$641K0.2%+6.1%0.004%
5/13/2025Brooklyn FI LLC75,995$24.35M7.5%+5.0%0.166%
5/13/2025Tlwm295,435$93.84M18.8%+0.4%0.644%
5/13/2025Rossmore Private Capital5,557$1.77M0.2%+1.6%0.012%
5/13/2025Stone House Investment Management LLC191$61K0.0%-98.7%0.000%
5/13/2025HighTower Advisors LLC308,661$98.04M0.1%-1.5%0.673%
5/13/2025Trajan Wealth LLC70,947$22.54M1.2%+0.5%0.155%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors2,087$666K0.1%-46.7%0.005%
5/12/2025SouthState Corp6,585$2.09M0.1%+283.5%0.014%
5/12/2025Benjamin Edwards Inc.776$246K0.0%-77.3%0.002%
5/12/2025JPMorgan Chase & Co.575,186$182.70M0.0%-4.8%1.254%
5/12/2025Frank Rimerman Advisors LLC4,428$1.41M0.1%+202.7%0.010%
5/12/2025Townsquare Capital LLC4,329$1.38M0.0%-9.2%0.009%
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5/12/2025Zions Bancorporation National Association UT3,270$1.04M0.1%N/A0.007%
5/12/2025FSA Wealth Partners Inc.4,432$1.41M0.5%-64.2%0.010%
5/12/2025Citigroup Inc.36,708$11.66M0.0%+5.4%0.080%
5/12/2025AlphaCore Capital LLC154,840$49.18M4.2%+11.1%0.338%
5/12/2025WBH Advisory Inc.731$232K0.0%+19.1%0.002%
5/9/2025Chicago Partners Investment Group LLC17,032$5.43M0.2%+2.3%0.037%
5/9/2025Citizens Financial Group Inc. RI61,517$19.54M0.4%+15.1%0.134%
5/9/2025WealthShield Partners LLC561$178K0.0%+56.3%0.001%
5/9/2025PrairieView Partners LLC1,446$459K0.0%-14.6%0.003%
5/9/2025Wealthspire Advisors LLC95,534$30.35M0.2%+99.4%0.208%
(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, 798 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 606 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 17,761,913 shares in the last 24 months. This purchase volume represents approximately $5.88B in transactions.

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

Of the 382 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), TIAA Trust National Association ($76.53K), Rhumbline Advisers ($74.25K), and Sentinel Trust Co. LBA ($72.89K).

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

Institutional investors have sold a total of 3,427,987 shares in the last 24 months. This volume of shares sold represents approximately $1.13B in transactions.


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