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 851 institutions that hold shares in the stock, with a total of 26.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
11,718
shares
|
$4.05 Million
0.02% of portfolio
|
Q3 2024
Added 54.18%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,510
shares
|
$3.98 Million
0.7% of portfolio
|
Q1 2023
New holding
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
11,436
shares
|
$3.96 Million
0.12% of portfolio
|
Q3 2024
Reduced 10.52%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
11,225
shares
|
$3.88 Million
2.28% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
11,195
shares
|
$3.87 Million
0.08% of portfolio
|
Q3 2024
Added 706.56%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
11,031
shares
|
$3.82 Million
0.08% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
11,006
shares
|
$3.81 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
10,925
shares
|
$3.78 Million
0.05% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
10,865
shares
|
$3.76 Million
0.23% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
10,811
shares
|
$3.74 Million
1.01% of portfolio
|
Q3 2023
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
10,674
shares
|
$3.69 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
10,647
shares
|
$3.68 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
10,635
shares
|
$3.68 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
10,389
shares
|
$3.59 Million
0.04% of portfolio
|
Q3 2024
Added 37.09%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
10,331
shares
|
$3.57 Million
0.38% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
10,162
shares
|
$3.52 Million
0.14% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
9,991
shares
|
$3.46 Million
0.33% of portfolio
|
Q1 2024
Reduced 13.05%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
9,892
shares
|
$3.42 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
9,805
shares
|
$3.39 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
9,802
shares
|
$3.39 Million
1.62% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
9,771
shares
|
$3.38 Million
0.6% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
9,766
shares
|
$3.38 Million
0.4% of portfolio
|
Q3 2022
Added 11.07%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
9,738
shares
|
$3.37 Million
0.09% of portfolio
|
Q4 2023
Added 0.1%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
9,679
shares
|
$3.35 Million
1.74% of portfolio
|
Q3 2022
Reduced 1.03%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
9,582
shares
|
$3.31 Million
0.1% of portfolio
|
Q3 2024
Added 0.16%
|