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 $9.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
209,055
shares
|
$70.7 Million
0.2% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
182,268
shares
|
$61.6 Million
3.61% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
175,769
shares
|
$59.4 Million
5.93% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
173,080
shares
|
$58.5 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
168,381
shares
|
$56.9 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
165,520
shares
|
$56 Million
0.15% of portfolio
|
Q2 2023
Reduced 1.73%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
161,802
shares
|
$54.7 Million
12.24% of portfolio
|
Q3 2024
Reduced 12.12%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
161,468
shares
|
$54.6 Million
0.33% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
161,307
shares
|
$54.6 Million
2.78% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
160,702
shares
|
$54.4 Million
0.12% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
159,847
shares
|
$54.1 Million
7.13% of portfolio
|
Q3 2022
Added 9.08%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
159,700
shares
|
$54 Million
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
159,477
shares
|
$53.9 Million
1.02% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
159,211
shares
|
$53.8 Million
0.77% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
156,654
shares
|
$53 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
147,846
shares
|
$50 Million
0.19% of portfolio
|
Q3 2024
Added 22.06%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
142,512
shares
|
$48.2 Million
0.87% of portfolio
|
Q3 2024
Reduced 24.38%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
135,717
shares
|
$45.9 Million
0.13% of portfolio
|
Q3 2024
Added 14.49%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
134,171
shares
|
$45.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
133,829
shares
|
$45.3 Million
3.38% of portfolio
|
Q3 2024
Added 77.48%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
126,451
shares
|
$42.8 Million
1.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Wind River Trust CO
|
Oct 23, 2024 Q3 2024 |
124,692
shares
|
$42.2 Million
15.68% of portfolio
|
Q4 2022
Reduced 0.08%
|
|
|
Portfolio Strategies, Inc.
|
Nov 06, 2024 Q3 2024 |
119,624
shares
|
$40.5 Million
5.3% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
111,225
shares
|
$37.6 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
110,483
shares
|
$37.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.23%
|