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 927 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 $8.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
3,846
shares
|
$1.25 Million
0.13% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
3,838
shares
|
$1.25 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
3,822
shares
|
$1.24 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
3,780
shares
|
$1.23 Million
0.54% of portfolio
|
Q4 2024
Reduced 11.87%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
3,729
shares
|
$1.21 Million
0.55% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
3,719
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,698
shares
|
$1.2 Million
0.14% of portfolio
|
Q1 2024
Reduced 15.13%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 21, 2025 Q4 2024 |
3,677
shares
|
$1.2 Million
0.37% of portfolio
|
Q4 2024
Reduced 27.03%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,664
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
3,596
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2023
Reduced 1.05%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
3,587
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
3,577
shares
|
$1.16 Million
0.07% of portfolio
|
Q4 2023
Added 23.01%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
3,576
shares
|
$1.16 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
3,571
shares
|
$1.16 Million
0.31% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
3,547
shares
|
$1.15 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
3,500
shares
|
$1.14 Million
0.13% of portfolio
|
Q4 2019
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
3,469
shares
|
$1.13 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
3,467
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
3,449
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,431
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
3,426
shares
|
$1.11 Million
0.05% of portfolio
|
Q4 2023
Reduced 0.29%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
3,421
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
3,411
shares
|
$1.11 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
3,363
shares
|
$1.09 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
3,350
shares
|
$1.09 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.98%
|