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 $8.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,267
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
4,249
shares
|
$1.42 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
4,203
shares
|
$1.4 Million
0.23% of portfolio
|
Q3 2024
Reduced 49.57%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
4,176
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
4,052
shares
|
$1.35 Million
0.14% of portfolio
|
Q3 2024
Added 29.54%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,030
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
4,026
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2020
Reduced 16.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2024
Added 171.74%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$1.34 Million
0.16% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
3,910
shares
|
$1.31 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
3,900
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
3,899
shares
|
$1.3 Million
0.08% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
3,887
shares
|
$1.3 Million
0.03% of portfolio
|
Q4 2023
Reduced 3.67%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
3,882
shares
|
$1.3 Million
0.23% of portfolio
|
Q3 2021
Reduced 33.34%
|
|
|
Augustine Asset Management Inc
|
Oct 25, 2024 Q3 2024 |
3,869
shares
|
$1.29 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
3,864
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2024
Reduced 63.55%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
3,856
shares
|
$1.29 Million
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
3,838
shares
|
$1.28 Million
0.09% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2024 Q3 2024 |
3,787
shares
|
$1.26 Million
0.07% of portfolio
|
Q3 2024
Added 41.62%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
3,775
shares
|
$1.26 Million
0.83% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
3,729
shares
|
$1.24 Million
0.53% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
3,728
shares
|
$1.24 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
3,719
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
3,699
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
Added 108.39%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,698
shares
|
$1.23 Million
0.14% of portfolio
|
Q1 2024
Reduced 15.13%
|