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iShares Russell 3000 ETF (IWV) Institutional Ownership

iShares Russell 3000 ETF logo
$420.65 +0.27 (+0.06%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
434
Total
Institutional Inflows
(last 12 months)
$1.64B
Number of
Institutional Sellers
(last 12 months)
385
Total
Institutional Outflows
(last 12 months)
$826.63M
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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
7/10/2026 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%
6/3/2026NewEdge 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%
5/29/2026Asset 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%
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%
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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%
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%
5/15/2026St. 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%
5/14/2026Lido Advisors LLC274,951$101.92M0.3%-0.3%0.594%
5/13/2026Cetera Investment Advisers149,242$55.32M0.1%-3.1%0.322%
5/13/2026NewEdge 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%
5/13/2026Acumen Wealth Advisors LLC781$290K0.1%+17.4%0.002%
5/8/2026PNC Financial Services Group Inc.335,776$124.47M0.1%-3.0%0.725%
5/8/2026Glenview Trust Co2,792$1.04M0.0%-2.3%0.006%
5/8/2026Cassaday & Co Wealth Management LLC160$59K0.0%N/A0.000%
5/8/2026JMG Financial Group Ltd.7,234$2.68M0.1%-0.5%0.016%
5/8/2026Johnson Financial Group Inc.3,854$1.43M0.1%+3.7%0.008%
5/7/2026Hanover Advisors Inc.38,175$14.15M5.8%-0.4%0.082%
5/7/2026AlTi 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%
5/7/2026Ascent Wealth Partners LLC14,599$5.41M0.6%-14.3%0.032%
5/6/2026Zhang Financial LLC9,549$3.54M0.1%-5.0%0.021%
5/6/2026Simon 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%
5/6/2026Modera Wealth Management LLC6,264$2.32M0.0%+0.6%0.014%
5/6/2026Advisortrust Partners LLC252$94K0.0%N/A0.001%
5/6/2026Angeles Wealth Management LLC118$44K0.0%N/A0.000%
5/6/2026Bessemer 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%
5/6/2026One 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%
5/5/2026D.A. Davidson & CO.3,269$1.21M0.0%-21.5%0.007%
5/5/2026Navigation Group LLC876$325K0.1%N/A0.002%
5/5/2026Compass Financial Group Inc.50,701$18.79M8.5%-1.7%0.110%
5/5/2026Midwest Professional Planners LTD.15,060$5.58M1.3%+2.3%0.033%
5/5/2026Bank of New York Mellon Corp338,628$125.52M0.0%-3.5%0.731%
5/5/2026Collaborative Wealth Managment Inc.1,465$543K0.2%-25.8%0.003%
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%
5/5/2026 Conservest Capital Advisors Inc.31,204$11.57M1.0%-9.6%0.067%
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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%
5/4/2026 Empirical 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%


IWV Institutional Ownership - Frequently Asked Questions

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 ($342.34M), and UNC Management Company Inc. ($203.78M).Learn more on iShares Russell 3000 ETF's institutional investors.

Of the 681 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), Strategic Financial Concepts LLC ($459.39K), BNP Paribas Financial Markets ($392.86K), and Goldman Sachs Group Inc. ($375.97K).

Institutional investors have bought a total of 4,403,775 shares in the last 24 months. This purchase volume represents approximately $1.64B in transactions.

Of the 383 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. ($119.51K), Corient Private Wealth LLC ($75.64K), Strategic Investment Management LLC ($74.36K), Captrust Financial Advisors ($74.09K), and Envestnet Asset Management Inc. ($63.40K).

Institutional investors have sold a total of 2,230,093 shares in the last 24 months. This volume of shares sold represents approximately $826.63M in transactions.


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This page (NYSEARCA:IWV) was last updated on 7/25/2026 by MarketBeat.com Staff.
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