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iShares Russell 3000 ETF (IWV) Institutional Ownership

iShares Russell 3000 ETF logo
$442.95 +2.74 (+0.62%)
As of 08/13/2026 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)
391
Total
Institutional Inflows
(last 12 months)
$1.54B
Number of
Institutional Sellers
(last 12 months)
352
Total
Institutional Outflows
(last 12 months)
$713.13M
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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
8/5/2026USA Financial Formulas1,659$615K0.1%-5.7%0.004%
7/10/2026 Heck Capital Advisors LLC124,292$53.00M3.2%+10,736.3%0.269%
7/10/2026 JFS Wealth Advisors LLC31,561$13.46M0.7%-2.5%0.068%
7/10/2026 William Mack & Associates Inc.1,258$536K0.2%-6.0%0.003%
7/10/2026 City Holding Co.6,434$2.74M0.3%-8.6%0.014%
7/10/2026 Wealthcare Advisory Partners LLC4,842$2.07M0.0%-11.3%0.010%
7/9/2026 Wealthcare Capital Management LLC7,653$3.26M0.3%-9.3%0.017%
7/9/2026 Aletheian Wealth Advisors LLC484$206K0.1%N/A0.001%
7/9/2026 Sax Wealth Advisors LLC13,630$5.81M0.2%+34.3%0.030%
7/9/2026 Valeo Financial Advisors LLC3,194$1.36M0.0%+2.6%0.007%
7/8/2026 Baring Financial LLC2,205$940K0.5%-4.4%0.005%
7/8/2026 Chesley Taft & Associates LLC4,458$1.90M0.1%-1.1%0.010%
7/8/2026 Finley Financial LLC69,374$29.58M11.9%-1.9%0.150%
7/8/2026 Castle Rock Wealth Management LLC6,184$2.63M0.5%+8.1%0.013%
7/8/2026 Apella Capital LLC20,446$8.72M0.1%-0.2%0.044%
7/8/2026 Evanson Financial LLC716$305K0.0%N/A0.002%
7/8/2026 Eclectic Associates Inc. ADV1,003$428K0.0%-13.7%0.002%
7/7/2026 Post Resch Tallon Group Inc.27,757$11.84M8.2%-1.1%0.060%
7/7/2026 Dynamic Advisor Solutions LLC2,709$1.16M0.0%-1.8%0.006%
7/7/2026 Graves Light Lenhart Wealth Inc.3,305$1.41M0.1%+1.9%0.007%
7/7/2026 Tlwm292,816$124.86M20.3%-0.5%0.634%
7/7/2026 GAMMA Investing LLC128$55K0.0%-27.3%0.000%
7/7/2026 Avior Wealth Management LLC511$218K0.0%N/A0.001%
7/7/2026 Canandaigua National Bank & Trust Co.4,150$1.77M0.1%N/A0.009%
7/7/2026 Epiq Partners LLC71,755$30.60M13.0%+6.2%0.155%
7/7/2026 Financial Enhancement Group LLC493$210K0.0%N/A0.001%
7/7/2026 Grove Bank & Trust500$213K0.0%-85.3%0.001%
7/7/2026 CoreCap Advisors LLC3,226$1.38M0.0%+22.7%0.007%
7/2/2026 MassMutual 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%
6/3/2026 NewEdge Advisors LLC16,476$6.11M0.0%-16.1%0.036%
5/29/2026 Mullaney Keating & Wright Inc.1,739$645K0.3%+5.5%0.004%
5/29/2026 Asset 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%
5/26/2026 Glenmede Trust Co. NA27,432$10.17M0.0%-2.6%0.059%
5/22/2026 Verus Capital Partners LLC1,139$422K0.0%-3.3%0.002%
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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%
5/15/2026 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%
5/15/2026Matrix Private Capital Group LLC7,990$2.96M1.4%N/A0.017%
5/15/2026Waverly Advisors LLC149,844$55.54M0.4%-1.5%0.324%
5/15/2026Punch & 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%
5/14/2026Pennington 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%
5/14/2026Modern Wealth Management LLC4,385$1.64M0.0%+91.2%0.009%
5/14/2026RMG 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%
5/7/2026Earned 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%
5/6/2026Arcus 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%
5/6/2026Allspring Global Investments Holdings LLC28,806$10.68M0.0%+10.5%0.062%
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%
5/5/2026Sanctuary Advisors LLC4,695$1.74M0.0%+1.7%0.010%
5/5/2026 Sigma Planning Corp7,684$2.85M0.1%+37.2%0.017%
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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%


IWV Institutional Ownership - Frequently Asked Questions

During the previous two years, 865 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 662 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 4,097,587 shares in the last 24 months. This purchase volume represents approximately $1.54B in transactions.

Of the 348 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. ($80.28K), Corient Private Wealth LLC ($75.64K), Captrust Financial Advisors ($74.09K), Envestnet Asset Management Inc. ($63.40K), and Royal Bank of Canada ($57.35K).

Institutional investors have sold a total of 1,906,733 shares in the last 24 months. This volume of shares sold represents approximately $713.13M 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 8/5/2026. New 13F filings are added each quarter as they're published.
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