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 |
|---|---|---|---|---|---|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
2,869
shares
|
$957,844
0.31% of portfolio
|
Q3 2024
Added 13.49%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
2,832
shares
|
$945,491
0.18% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Red Spruce Capital, LLC
|
Oct 04, 2024 Q3 2024 |
2,828
shares
|
$944,156
0.43% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
2,823
shares
|
$942,486
0.3% of portfolio
|
Q3 2023
Reduced 11.5%
|
|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
2,801
shares
|
$935,141
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,792
shares
|
$932,137
0.02% of portfolio
|
Q3 2024
Added 215.48%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,788
shares
|
$930,801
0.02% of portfolio
|
Q3 2024
Added 530.77%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
2,771
shares
|
$925,126
0.02% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
2,765
shares
|
$923,122
0.13% of portfolio
|
Q2 2024
Added 98.92%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
2,759
shares
|
$921,119
0.06% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 08, 2024 Q3 2024 |
2,758
shares
|
$920,785
0.32% of portfolio
|
Q4 2023
Reduced 6.29%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
2,749
shares
|
$917,781
0.18% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
2,748
shares
|
$917,447
0.01% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
2,729
shares
|
$911,103
0.15% of portfolio
|
Q3 2022
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
2,674
shares
|
$892,741
0.31% of portfolio
|
Q3 2019
Reduced 9.57%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
2,670
shares
|
$891,406
0.41% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
2,657
shares
|
$887,066
0.14% of portfolio
|
Q3 2023
Reduced 6.97%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
2,645
shares
|
$883,059
0.0% of portfolio
|
Q2 2024
Reduced 16.22%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
2,643
shares
|
$882,391
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Allocation & Management Company, LLC
|
Oct 22, 2024 Q3 2024 |
2,641
shares
|
$881,724
0.54% of portfolio
|
Q2 2023
Reduced 37.43%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
2,633
shares
|
$879,053
0.1% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
2,624
shares
|
$876,048
0.03% of portfolio
|
Q3 2024
Reduced 36.83%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
2,618
shares
|
$874,045
0.21% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,609
shares
|
$871,040
0.17% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
2,603
shares
|
$869,037
0.01% of portfolio
|
Q3 2024
Reduced 7.1%
|