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 929 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 $8.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
1,210
shares
|
$389,390
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
1,210
shares
|
$389,390
0.04% of portfolio
|
Q3 2023
Reduced 8.12%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
1,208
shares
|
$388,746
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
1,208
shares
|
$388,746
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,206
shares
|
$388,102
0.08% of portfolio
|
Q3 2024
Reduced 11.26%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,188
shares
|
$382,310
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
1,185
shares
|
$381,344
0.14% of portfolio
|
Q3 2021
Reduced 3.27%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
1,182
shares
|
$380,379
0.01% of portfolio
|
Q4 2024
Added 31.48%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
1,167
shares
|
$375,552
0.01% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
1,164
shares
|
$374,586
0.01% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
1,150
shares
|
$370,081
0.03% of portfolio
|
Q2 2024
Reduced 16.06%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
1,150
shares
|
$370,081
0.07% of portfolio
|
Q4 2023
Reduced 23.33%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
1,145
shares
|
$368,472
0.08% of portfolio
|
Q3 2021
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
1,141
shares
|
$367,185
0.02% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
1,135
shares
|
$365,254
0.21% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
1,109
shares
|
$356,887
0.04% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Revolve Wealth Partners, LLC
|
Mar 19, 2025 Q4 2024 |
1,106
shares
|
$355,921
0.06% of portfolio
|
Q2 2023
Added 2.22%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,103
shares
|
$354,956
0.0% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,101
shares
|
$354,312
0.02% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
1,100
shares
|
$353,991
0.06% of portfolio
|
Q4 2022
Reduced 15.25%
|
|
|
Fluent Financial, LLC
|
Mar 03, 2025 Q4 2024 |
1,098
shares
|
$353,347
0.16% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
1,096
shares
|
$352,703
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,095
shares
|
$352,381
0.23% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
1,090
shares
|
$350,772
0.07% of portfolio
|
Q4 2021
Reduced 3.71%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,083
shares
|
$348,520
0.04% of portfolio
|
Q4 2022
New holding
|