Institutional Ownership Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV). We have compiled data on the 801 institutions that hold shares in the stock, with a total of 25.2 Million shares, which have been reported (via 13F filing form) to have a value of $7.57 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Scs Capital Management LLC
Boston, MA |
May 14, 2024 Q1 2024 |
2,070,670
shares
|
$623 Million
13.28% of portfolio
|
Q1 2024
Reduced 1.65%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,218,060
shares
|
$366 Million
0.03% of portfolio
|
Q1 2024
Reduced 3.48%
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
1,058,532
shares
|
$318 Million
0.06% of portfolio
|
Q1 2024
Reduced 5.72%
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
957,956
shares
|
$288 Million
0.01% of portfolio
|
Q1 2024
Added 30.54%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
932,799
shares
|
$280 Million
0.03% of portfolio
|
Q1 2024
Reduced 2.12%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
658,188
shares
|
$198 Million
0.04% of portfolio
|
Q1 2024
Reduced 11.52%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
624,033
shares
|
$188 Million
0.02% of portfolio
|
Q1 2024
Reduced 34.07%
|
|
Pitcairn CO
Jenkintown, PA |
May 13, 2024 Q1 2024 |
534,115
shares
|
$161 Million
10.5% of portfolio
|
Q1 2024
Reduced 1.42%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
470,024
shares
|
$141 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.55%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
466,979
shares
|
$140 Million
0.33% of portfolio
|
Q3 2023
Reduced 28.11%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
452,011
shares
|
$136 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
439,842
shares
|
$132 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
Evensky & Katz LLC
|
Apr 08, 2024 Q1 2024 |
403,985
shares
|
$121 Million
8.55% of portfolio
|
Q1 2024
Reduced 3.22%
|
|
Unc Management Company, Inc.
Chapel Hill, NC |
May 15, 2024 Q1 2024 |
401,152
shares
|
$121 Million
98.69% of portfolio
|
Q1 2024
New holding
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
317,288
shares
|
$95.4 Million
0.16% of portfolio
|
Q1 2024
Added 2.41%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
292,637
shares
|
$88 Million
0.06% of portfolio
|
Q1 2024
Added 6.81%
|
|
Tlwm
San Antonio, TX |
Apr 15, 2024 Q1 2024 |
287,606
shares
|
$86.5 Million
19.25% of portfolio
|
Q1 2024
Reduced 3.44%
|
|
Sentinel Trust CO Lba
Houston, TX |
May 15, 2024 Q1 2024 |
278,829
shares
|
$83.8 Million
10.83% of portfolio
|
Q1 2024
Added 4.72%
|
|
Pegasus Partners Ltd.
Mequon, WI |
Apr 24, 2024 Q1 2024 |
245,792
shares
|
$73.9 Million
7.82% of portfolio
|
Q1 2024
Added 0.74%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
239,721
shares
|
$72.1 Million
0.88% of portfolio
|
Q3 2023
Added 3.38%
|
|
Family Firm, Inc.
|
May 01, 2024 Q1 2024 |
207,017
shares
|
$62.2 Million
15.02% of portfolio
|
Q1 2024
Reduced 3.91%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
205,344
shares
|
$61.7 Million
0.21% of portfolio
|
Q1 2024
Added 19.99%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
200,210
shares
|
$60.2 Million
0.19% of portfolio
|
Q1 2024
Reduced 3.81%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
195,121
shares
|
$58.7 Million
0.09% of portfolio
|
Q1 2024
Added 1.07%
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 15, 2024 Q1 2024 |
190,700
shares
|
$57.3 Million
15.51% of portfolio
|
Q1 2024
Reduced 0.59%
|