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 929 institutions that hold shares in the stock, with a total of 27.1 Million shares, which have been reported (via 13F filing form) to have a value of $8.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
10,420
shares
|
$3.35 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
10,355
shares
|
$3.33 Million
0.39% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
10,351
shares
|
$3.33 Million
0.03% of portfolio
|
Q4 2024
Added 16.51%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
10,285
shares
|
$3.31 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
10,157
shares
|
$3.27 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
10,042
shares
|
$3.23 Million
0.11% of portfolio
|
Q4 2024
Reduced 12.19%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
9,992
shares
|
$3.22 Million
0.12% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
9,991
shares
|
$3.22 Million
0.34% of portfolio
|
Q1 2024
Reduced 13.05%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
9,931
shares
|
$3.2 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
9,808
shares
|
$3.16 Million
1.72% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
9,766
shares
|
$3.14 Million
0.4% of portfolio
|
Q3 2022
Added 11.07%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
9,738
shares
|
$3.13 Million
0.09% of portfolio
|
Q4 2023
Added 0.1%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
9,679
shares
|
$3.11 Million
1.74% of portfolio
|
Q3 2022
Reduced 1.03%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
9,596
shares
|
$3.09 Million
0.1% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
9,556
shares
|
$3.08 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
9,456
shares
|
$3.04 Million
0.01% of portfolio
|
Q4 2024
Added 31.85%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
9,444
shares
|
$3.04 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
9,436
shares
|
$3.04 Million
0.06% of portfolio
|
Q4 2024
Reduced 31.39%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
9,419
shares
|
$3.03 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
9,363
shares
|
$3.01 Million
0.4% of portfolio
|
Q1 2021
Added 1.56%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
9,334
shares
|
$3 Million
0.1% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
9,218
shares
|
$2.97 Million
1.31% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
9,131
shares
|
$2.94 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
9,094
shares
|
$2.93 Million
1.79% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
9,085
shares
|
$2.92 Million
0.03% of portfolio
|
Q4 2024
Added 5.91%
|