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 |
|---|---|---|---|---|---|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
1,060
shares
|
$365,297
0.18% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
1,055
shares
|
$363,574
0.09% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,052
shares
|
$362,540
0.01% of portfolio
|
Q3 2024
Reduced 8.84%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
1,042
shares
|
$359,094
0.01% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
1,037
shares
|
$357,370
0.04% of portfolio
|
Q1 2023
Reduced 1.33%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
1,027
shares
|
$353,924
0.14% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Davidson Investment Advisors
|
Nov 13, 2024 Q3 2024 |
1,025
shares
|
$353,235
0.02% of portfolio
|
Q1 2024
Reduced 22.41%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
1,019
shares
|
$351,167
0.04% of portfolio
|
Q2 2024
Reduced 31.38%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,010
shares
|
$348,066
0.08% of portfolio
|
Q1 2024
Reduced 94.74%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
1,005
shares
|
$346,343
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,005
shares
|
$346,343
0.0% of portfolio
|
Q3 2024
Added 305.24%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,001
shares
|
$344,964
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,000
shares
|
$344,620
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$344,620
0.06% of portfolio
|
Q4 2022
Reduced 18.57%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
993
shares
|
$342,207
0.03% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
989
shares
|
$340,829
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
987
shares
|
$340,139
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Jacobs & CO
|
Oct 01, 2024 Q3 2024 |
982
shares
|
$338,416
0.03% of portfolio
|
Q2 2022
Reduced 7.1%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
982
shares
|
$338,416
0.0% of portfolio
|
Q3 2024
Reduced 37.33%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
975
shares
|
$336,004
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
975
shares
|
$336,004
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
967
shares
|
$333,247
0.02% of portfolio
|
Q2 2023
Reduced 3.4%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
967
shares
|
$333,247
0.02% of portfolio
|
Q2 2023
Reduced 3.4%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
962
shares
|
$331,524
0.07% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
952
shares
|
$328,078
0.03% of portfolio
|
Q3 2024
Added 22.37%
|