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 |
|---|---|---|---|---|---|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
982
shares
|
$316,017
0.03% of portfolio
|
Q2 2022
Reduced 7.1%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
975
shares
|
$313,764
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
975
shares
|
$313,764
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
967
shares
|
$311,190
0.12% of portfolio
|
Q4 2024
Added 30.5%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
967
shares
|
$311,190
0.02% of portfolio
|
Q2 2023
Reduced 3.4%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
967
shares
|
$311,190
0.02% of portfolio
|
Q2 2023
Reduced 3.4%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
965
shares
|
$310,546
0.07% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
947
shares
|
$304,754
0.14% of portfolio
|
Q2 2024
Reduced 6.52%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
935
shares
|
$300,892
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
924
shares
|
$297,352
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
922
shares
|
$296,708
0.03% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
919
shares
|
$295,743
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
918
shares
|
$295,421
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
908
shares
|
$292,203
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
902
shares
|
$290,272
0.0% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
900
shares
|
$289,629
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
891
shares
|
$286,732
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
890
shares
|
$286,410
0.01% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
874
shares
|
$281,261
0.12% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
872
shares
|
$280,618
0.06% of portfolio
|
Q4 2024
Reduced 40.76%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
864
shares
|
$278,043
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
860
shares
|
$276,756
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
850
shares
|
$273,538
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
838
shares
|
$269,676
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
835
shares
|
$268,711
0.03% of portfolio
|
Q3 2024
Reduced 4.02%
|