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iShares Russell 3000 ETF (IWV) Institutional Ownership

iShares Russell 3000 ETF logo
$304.55 -0.65 (-0.21%)
As of 04/15/2025 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)
398
Total
Institutional Inflows
(last 12 months)
$5.62B
Number of
Institutional Sellers
(last 12 months)
343
Total
Institutional Outflows
(last 12 months)
$1.03B
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IWV Institutional Buying and Selling by Quarter

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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
4/15/2025Greenwood Capital Associates LLC2,902$922K0.1%-1.6%0.006%
4/15/2025GPS Wealth Strategies Group LLC875$278K0.0%+10.2%0.002%
4/15/2025Fifth Third Bancorp73,346$23.30M0.1%-0.3%0.160%
4/15/2025Simon Quick Advisors LLC13,883$4.41M0.3%+17.1%0.030%
4/15/2025Zhang Financial LLC10,353$3.29M0.2%-4.7%0.023%
4/15/2025USA Financial Formulas2,668$847K0.1%-8.2%0.006%
4/15/2025Strategic Equity Management52,582$16.70M7.0%+4.6%0.115%
4/15/2025Integrated Advisors Network LLC8,967$2.85M0.1%-1.8%0.020%
4/15/2025Financial Council LLC15,644$4.97M2.7%-0.8%0.034%
4/15/2025Accurate Wealth Management LLC1,108$335K0.1%-8.1%0.002%
4/15/2025Wealthcare Capital Management LLC10,624$3.38M0.3%+6.3%0.023%
4/14/2025 Midland Wealth Advisors LLC1,487$472K0.0%-5.0%0.003%
4/14/2025 Farther Finance Advisors LLC1,237$394K0.0%-75.2%0.003%
4/14/2025 Moss Adams Wealth Advisors LLC40,438$12.85M1.4%+5.5%0.088%
4/14/2025 First Citizens Bank & Trust Co.787$250K0.0%-32.4%0.002%
4/14/2025 Tanglewood Wealth Management Inc.90,009$28.59M3.2%-8.4%0.196%
4/14/2025 Wedmont Private Capital8,804$2.66M0.1%+3.9%0.019%
4/14/2025 UMB Bank n.a.38,555$12.25M0.2%-28.9%0.084%
4/11/2025 Independence Bank of Kentucky5,638$1.79M0.3%-3.3%0.012%
4/11/2025 Epiq Partners LLC57,245$18.18M9.6%+7.6%0.126%
4/11/2025 DHK Financial Advisors Inc.19,850$6.31M3.5%+76.8%0.044%
4/11/2025 Procyon Advisors LLC2,254$716K0.0%-10.0%0.005%
4/11/2025 Signal Advisors Wealth LLC785$249K0.0%-23.3%0.002%
4/11/2025 Prosperity Planning Inc.2,485$789K0.2%-12.0%0.005%
4/11/2025 Foster Group Inc.1,712$544K0.0%-5.5%0.004%
4/10/2025 Chesley Taft & Associates LLC4,388$1.39M0.1%-3.0%0.010%
4/10/2025 Eclectic Associates Inc. ADV965$307K0.1%-60.2%0.002%
4/10/2025 Naples Global Advisors LLC1,760$559K0.1%N/A0.004%
4/10/2025 Beacon Financial Group5,313$1.69M0.2%-2.8%0.012%
4/10/2025 Veracity Capital LLC1,367$434K0.2%+41.4%0.003%
4/10/2025 Rialto Wealth Management LLC6,787$2.16M0.7%-2.0%0.015%
4/9/2025 McLean Asset Management Corp765$243K0.1%N/A0.002%
4/9/2025 Merit Financial Group LLC729$232K0.0%-63.8%0.002%
4/9/2025 NBC Securities Inc.100$31K0.0%N/A0.000%
4/9/2025 Castle Rock Wealth Management LLC11,142$3.55M1.0%-17.1%0.025%
4/8/2025 Rhumbline Advisers22,041$7.00M0.0%-62.7%0.048%
4/8/2025 Fifth Third Wealth Advisors LLC1,298$412K0.0%-53.0%0.003%
4/8/2025 Winthrop Advisory Group LLC14,887$4.73M0.6%-23.3%0.033%
4/8/2025 BTC Capital Management Inc.18,150$5.77M0.5%+3.3%0.040%
4/8/2025 Red Spruce Capital LLC2,878$914K0.4%-6.3%0.006%
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4/7/2025 Stairway Partners LLC65,068$20.67M1.3%-0.7%0.143%
4/7/2025 AdvisorNet Financial Inc889$282K0.0%+24.2%0.002%
4/4/2025 Baring Financial LLC2,665$847K0.7%-25.5%0.006%
4/3/2025 Versant Capital Management Inc983$312K0.1%+19.6%0.002%
4/3/2025 First Hawaiian Bank10,557$3.35M0.2%+5.1%0.023%
3/24/2025Avant Financial Advisors LLC4,957$1.66M1.5%N/A0.011%
3/24/2025Mascagni Wealth Management Inc.248$83K0.1%N/A0.001%
3/21/2025Nestegg Advisors Inc.2,634$904K0.9%N/A0.006%
3/19/2025Northeast Planning Associates INC. NH3,584$1.20M1.2%N/A0.008%
3/17/2025Wealth Enhancement Advisory Services LLC34,650$11.58M0.0%+141.7%0.076%
3/12/2025Wealthedge Investment Advisors LLC11,711$3.91M1.8%N/A0.026%
3/6/2025Copia Wealth Management192$64K0.1%N/A0.000%
3/5/2025 Castle Rock Wealth Management LLC13,433$4.68M1.1%+6.5%0.029%
2/28/2025Brooklyn FI LLC72,405$24.20M3.9%-1.4%0.158%
2/27/2025XY Planning Network Inc.6,406$2.14M1.6%N/A0.014%
2/25/2025Heck Capital Advisors LLC1,000$334K0.0%N/A0.002%
2/25/2025B. Riley Wealth Advisors Inc.2,189$732K0.0%+8.3%0.005%
2/25/2025Chokshi & Queen Wealth Advisors Inc8,827$2.95M1.8%N/A0.019%
2/21/2025Gould Capital LLC1,289$431K0.3%+8.3%0.003%
2/21/2025AlphaCore Capital LLC139,422$46.60M10.1%-13.8%0.305%
2/18/2025Vise Technologies Inc.4,032$1.35M0.1%N/A0.009%
2/18/2025Focus Partners Advisor Solutions LLC9,436$3.15M0.1%-31.4%0.021%
2/18/2025First Heartland Consultants Inc.27,555$9.21M0.9%-39.7%0.060%
2/17/2025Waverly Advisors LLC152,237$50.89M0.8%+6.8%0.332%
2/17/2025WBI Investments LLC14,995$5.01M1.3%+5.2%0.033%
2/17/2025Westwood Holdings Group Inc.2,112$706K0.0%+42.4%0.005%
2/17/2025Two Sigma Investments LP27,700$9.26M0.0%N/A0.060%
2/17/2025Triune Financial Partners LLC18,131$6.06M1.9%-3.4%0.040%
2/17/2025Stonebrook Private Inc.935$313K0.1%N/A0.002%
2/17/2025Silvercrest Asset Management Group LLC26,630$8.90M0.1%-8.1%0.058%
2/17/2025Royal Bank of Canada118,845$39.72M0.0%+27.4%0.259%
2/17/2025Quantinno Capital Management LP12,709$4.25M0.0%N/A0.028%
2/17/2025Pathstone Holdings LLC26,187$8.75M0.0%+6.6%0.057%
2/17/2025London Co. of Virginia283$95K0.0%+3,437.5%0.001%
2/17/2025Laird Norton Wetherby Wealth Management LLC21,020$7.03M0.3%-0.7%0.046%
2/17/2025Geller Advisors LLC6,580$2.20M0.1%-57.2%0.014%
2/17/2025Ground Swell Capital LLC1,676$560K0.8%N/A0.004%
2/17/2025Focus Partners Wealth364,527$124.02M0.3%-2.4%0.796%
2/17/2025Evensky & Katz LLC378,769$126.60M8.3%-2.9%0.827%
2/17/2025Clark Capital Management Group Inc.40,212$13.44M0.1%N/A0.088%
2/17/2025Dunhill Financial LLC6,800$2.27M1.1%+5.1%0.015%
2/17/2025EP Wealth Advisors LLC15,041$5.03M0.0%-3.0%0.033%
2/17/2025CoreCap Advisors LLC1,643$549K0.0%+28.7%0.004%
2/17/2025Cresset Asset Management LLC105,201$35.16M0.2%-28.8%0.230%
2/17/2025Cetera Investment Advisers88,452$29.57M0.1%+38.1%0.193%
2/17/2025Blue Capital Inc.2,300$769K0.5%N/A0.005%
2/17/2025Cahill Financial Advisors Inc.8,979$3.00M0.4%+7.4%0.020%
2/17/2025Captrust Financial Advisors237,306$79.32M0.2%-2.9%0.518%
2/17/2025Brown Advisory Inc.37,249$12.45M0.0%-8.5%0.081%
2/17/2025Baird Financial Group Inc.20,293$6.78M0.0%+0.5%0.044%
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2/17/2025Bakala Capital LLC6,012$2.01M12.1%N/A0.013%
2/17/2025Bank of America Corp DE1,018,709$340.50M0.0%+7.9%2.224%
2/17/2025Benjamin Edwards Inc.3,421$1.14M0.0%-1.8%0.007%
2/17/2025BIP Wealth LLC4,437$1.48M0.1%-1.9%0.010%
2/17/2025BNP Paribas Financial Markets393,373$131.49M0.1%+77,183.5%0.859%
2/17/2025Ameriprise Financial Inc.451,546$150.67M0.0%+0.8%0.986%
2/17/2025Aptus Capital Advisors LLC5,659$1.89M0.0%+7.6%0.012%
2/17/2025AlTi Global Inc.46,007$15.38M0.4%+0.5%0.100%
2/14/2025Pennington Partners & CO. LLC103,270$34.52M17.1%N/A0.225%
2/14/2025Mercer Global Advisors Inc. ADV203,726$68.10M0.2%+26.8%0.445%
(Data available from 1/1/2016 forward)

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IWV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWV shares?

During the previous two years, 778 institutional investors and hedge funds held shares of iShares Russell 3000 ETF. The most heavily invested institutionals were SCS Capital Management LLC ($583.37M), Northern Trust Corp ($385.68M), Bank of America Corp DE ($340.50M), Morgan Stanley ($299.53M), JPMorgan Chase & Co. ($201.88M), UNC Management Company Inc. ($192.41M), and Pitcairn Co. ($184.37M).Learn more on IWV's institutional investors.

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

Of the 590 institutional investors that purchased iShares Russell 3000 ETF 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 ($4.66M), International Assets Investment Management LLC ($1.50M), Family Firm Inc. ($656.25K), 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 21,154,248 shares in the last 24 months. This purchase volume represents approximately $6.69B in transactions.

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

Of the 487 institutional investors that sold iShares Russell 3000 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Republic Investment Management Inc. ($1.67M), International Assets Investment Management LLC ($827.20K), Family Firm Inc. ($714.18K), Ameriprise Financial Inc. ($699.42K), EP Wealth Advisors LLC ($630.83K), Corient Private Wealth LLC ($354.26K), and Vaughan Nelson Investment Management L.P. ($311.09K).

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

Institutional investors have sold a total of 9,808,219 shares in the last 24 months. This volume of shares sold represents approximately $2.67B in transactions.


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This page (NYSEARCA:IWV) was last updated on 4/16/2025 by MarketBeat.com Staff
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