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 926 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 $8.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
1,796
shares
|
$595,140
0.05% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
Feb 13, 2025 Q4 2024 |
1,743
shares
|
$577,577
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
1,717
shares
|
$568,962
0.01% of portfolio
|
Q2 2020
Reduced 24.59%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
1,717
shares
|
$568,962
0.04% of portfolio
|
Q4 2023
Added 240.0%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Feb 12, 2025 Q4 2024 |
1,714
shares
|
$567,968
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,703
shares
|
$564,323
0.17% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
1,700
shares
|
$563,329
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,694
shares
|
$561,340
0.06% of portfolio
|
Q2 2024
Reduced 13.31%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
1,685
shares
|
$558,358
0.23% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
1,684
shares
|
$558,027
0.05% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,683
shares
|
$557,695
0.01% of portfolio
|
Q3 2024
Reduced 18.38%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Feb 14, 2025 Q4 2024 |
1,676
shares
|
$555,376
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
1,657
shares
|
$549,080
0.01% of portfolio
|
Q4 2024
Added 15.15%
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
1,651
shares
|
$547,091
0.4% of portfolio
|
Q2 2024
Reduced 6.62%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
1,649
shares
|
$546,429
0.02% of portfolio
|
Q2 2022
Added 30.46%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,643
shares
|
$544,440
0.03% of portfolio
|
Q4 2024
Added 28.66%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
1,638
shares
|
$542,784
0.01% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
1,633
shares
|
$541,127
0.14% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,610
shares
|
$533,505
0.02% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
1,601
shares
|
$530,523
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
1,600
shares
|
$530,192
0.13% of portfolio
|
Q4 2017
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
1,574
shares
|
$521,576
0.01% of portfolio
|
Q4 2024
Reduced 85.94%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
1,569
shares
|
$519,919
0.21% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
1,565
shares
|
$518,594
0.03% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,564
shares
|
$518,262
0.07% of portfolio
|
Q4 2024
Added 7.12%
|