Go Pro
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free IWV Stock Alerts

iShares Russell 3000 ETF (IWV) Institutional Ownership

iShares Russell 3000 ETF logo
$437.13 +2.06 (+0.47%)
As of 09:32 AM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares Russell 3000 ETF (NYSEARCA:IWV)

Number of
Institutional Buyers
(last 12 months)
380
Total
Institutional Inflows
(last 12 months)
$1.13B
Number of
Institutional Sellers
(last 12 months)
347
Total
Institutional Outflows
(last 12 months)
$582.14M
Get IWV Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Russell 3000 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IWV Institutional Buying and Selling by Quarter

iShares Russell 3000 ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP217,463$92.73M0.1%-3.8%0.471%
8/23/2026 Tanager Wealth Management LLP35,804$15.27M1.3%+2.0%0.077%
8/23/2026 Ameritas Advisory Services LLC18,837$8.03M0.2%N/A0.041%
8/23/2026 HB Wealth Management LLC80,702$34.41M0.2%+0.5%0.175%
8/23/2026 UNC Management Company Inc.529,017$225.57M10.9%+0.2%1.145%
8/23/2026 Nvest Financial LLC5,582$2.38M0.8%-2.4%0.012%
8/23/2026 Angeles Wealth Management LLC1,138$485K0.0%+864.4%0.002%
8/22/2026 Syon Capital LLC3,639$1.55M0.1%N/A0.008%
8/22/2026 Concurrent Investment Advisors LLC9,090$3.88M0.0%-0.5%0.020%
8/22/2026 Power Wealth Management LLC485$207K0.1%N/A0.001%
8/21/2026 Mason & Associates Inc1,983$845K0.1%-5.7%0.004%
8/21/2026 Greenspring Advisors LLC53,486$22.81M1.3%-0.4%0.116%
8/21/2026 Aletheian Wealth Advisors LLC484$206K0.1%N/A0.001%
8/21/2026 SkyOak Wealth LLC2,640$1.13M0.2%-1.5%0.006%
8/21/2026 Chesapeake Wealth Management9,714$4.14M1.2%-5.9%0.021%
8/21/2026 Independence Bank of Kentucky5,094$2.17M0.2%-6.6%0.011%
8/21/2026 Midwest Professional Planners LTD.15,165$6.47M1.2%+0.7%0.033%
8/20/2026 Wind River Trust Co113,918$48.58M16.4%-8.2%0.247%
8/17/2026 Blue Edge Capital LLC2,344$999K0.1%N/A0.005%
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%
Porter flew 3,300 miles to investigate this system (Ad)

Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experiment called Project Prophet - and documented everything on film. Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business.tc pixel

Watch the full investigation and decide for yourself
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%
6/24/2026 Basecamp Wealth Advisors LLC12,894$4.78M1.0%+0.2%0.028%
6/16/2026 Steelhead Wealth Management LLC2,387$884K0.4%N/A0.005%
6/10/2026 Curry Webb Wealth Management LLC1,435$532K0.3%N/A0.003%
6/3/2026 DV 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%
5/28/2026 Cozad 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%
5/19/2026 Bank of America Corp DE923,534$342.34M0.0%+11.4%1.995%
5/19/2026 Chesapeake Wealth Management10,320$3.83M1.2%-1.0%0.022%
5/18/2026Sunbelt Securities Inc.438$163K0.0%-21.1%0.001%
5/18/2026 Royal Bank of Canada61,046$22.63M0.0%-48.4%0.132%
5/18/2026 Empowered Funds LLC3,390$1.26M0.0%-37.4%0.007%
5/16/2026 Quantinno 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%
5/15/2026 Matrix Private Capital Group LLC7,990$2.96M1.4%N/A0.017%
5/15/2026 Waverly Advisors LLC149,844$55.54M0.4%-1.5%0.324%
5/15/2026 Punch & 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%
5/14/2026 Pennington 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%
5/14/2026 Modern Wealth Management LLC4,385$1.64M0.0%+91.2%0.009%
5/14/2026 RMG 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%
5/7/2026 Earned 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%
My top 3 AI picks for the next decade (Ad)

Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005. Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.tc pixel

Click here to get all three AI stock names from Alexander Green
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%
5/6/2026 Arcus 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%
5/6/2026 Allspring 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%


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. ($225.57M).Learn more on iShares Russell 3000 ETF's institutional investors.

Of the 660 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 2,941,187 shares in the last 24 months. This purchase volume represents approximately $1.13B in transactions.

Of the 347 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 1,529,172 shares in the last 24 months. This volume of shares sold represents approximately $582.14M 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 8/27/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel