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 923 institutions that hold shares in the stock, with a total of 31.7 Million shares, which have been reported (via 13F filing form) to have a value of $10.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brooklyn Fi, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
4,679,427
shares
|
$1.6 Billion
8.53% of portfolio
|
Q4 2024
Added 6270.12%
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,745,318
shares
|
$596 Million
12.03% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,153,860
shares
|
$394 Million
0.06% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,136,503
shares
|
$388 Million
0.03% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,033,687
shares
|
$353 Million
0.01% of portfolio
|
Q2 2024
Added 7.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,018,709
shares
|
$348 Million
0.03% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
628,621
shares
|
$215 Million
0.03% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
603,980
shares
|
$206 Million
0.02% of portfolio
|
Q4 2024
Added 33.71%
|
|
|
Unc Management Company, Inc.
Chapel Hill, NC |
Feb 14, 2025 Q4 2024 |
575,639
shares
|
$197 Million
19.33% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
551,589
shares
|
$188 Million
11.04% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
495,529
shares
|
$169 Million
0.07% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
466,979
shares
|
$160 Million
0.33% of portfolio
|
Q3 2023
Reduced 28.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
451,546
shares
|
$154 Million
0.04% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
443,102
shares
|
$151 Million
0.03% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
378,769
shares
|
$129 Million
8.28% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
319,682
shares
|
$109 Million
0.07% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
313,229
shares
|
$107 Million
0.15% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
310,272
shares
|
$106 Million
0.02% of portfolio
|
Q4 2024
Added 32.28%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
307,026
shares
|
$105 Million
11.78% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
294,384
shares
|
$101 Million
19.54% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
266,950
shares
|
$91.2 Million
0.41% of portfolio
|
Q4 2024
Added 691.48%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
246,035
shares
|
$84 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
239,721
shares
|
$81.9 Million
0.88% of portfolio
|
Q3 2023
Added 3.38%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
238,877
shares
|
$81.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 99.69%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
237,306
shares
|
$81.1 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.93%
|