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 $9.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,202
shares
|
$415,831
0.01% of portfolio
|
Q3 2024
Reduced 14.33%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 03, 2024 Q3 2024 |
1,201
shares
|
$415,485
0.22% of portfolio
|
Q2 2022
Reduced 7.69%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,192
shares
|
$412,372
0.02% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
1,190
shares
|
$411,680
0.26% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
1,188
shares
|
$410,988
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
1,185
shares
|
$409,950
0.03% of portfolio
|
Q4 2023
Added 0.59%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
1,185
shares
|
$409,950
0.14% of portfolio
|
Q3 2021
Reduced 3.27%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
1,169
shares
|
$404,415
0.01% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
1,159
shares
|
$400,956
0.04% of portfolio
|
Q2 2023
Reduced 5.08%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
1,150
shares
|
$397,842
0.03% of portfolio
|
Q2 2024
Reduced 16.06%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
1,150
shares
|
$397,842
0.06% of portfolio
|
Q4 2023
Reduced 23.33%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
1,145
shares
|
$396,112
0.08% of portfolio
|
Q3 2021
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
1,129
shares
|
$390,577
0.01% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,120
shares
|
$387,464
0.02% of portfolio
|
Q2 2024
Reduced 8.27%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
1,106
shares
|
$382,620
0.06% of portfolio
|
Q2 2023
Added 2.22%
|
|
|
Fluent Financial, LLC
|
Oct 04, 2024 Q3 2024 |
1,101
shares
|
$380,890
0.17% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
1,100
shares
|
$380,545
0.06% of portfolio
|
Q4 2022
Reduced 15.25%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
1,100
shares
|
$380,545
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,095
shares
|
$378,815
0.23% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
1,090
shares
|
$377,085
0.07% of portfolio
|
Q4 2021
Reduced 3.71%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,083
shares
|
$374,663
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
1,083
shares
|
$374,663
0.05% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,071
shares
|
$370,512
0.05% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
1,070
shares
|
$370,166
0.08% of portfolio
|
Q3 2023
Reduced 1.38%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
1,068
shares
|
$369,474
0.12% of portfolio
|
Q1 2024
Reduced 16.1%
|