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 |
|---|---|---|---|---|---|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
824
shares
|
$265,171
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
822
shares
|
$264,527
0.06% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
812
shares
|
$261,309
0.0% of portfolio
|
Q4 2024
Added 13.73%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
810
shares
|
$260,666
0.05% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
803
shares
|
$258,413
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
802
shares
|
$258,091
0.18% of portfolio
|
Q4 2024
Reduced 10.69%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
797
shares
|
$256,482
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
794
shares
|
$255,517
0.04% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
792
shares
|
$254,873
0.02% of portfolio
|
Q2 2024
Added 13.96%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
788
shares
|
$253,586
0.1% of portfolio
|
Q1 2023
Reduced 18.17%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
783
shares
|
$251,977
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
783
shares
|
$251,977
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
783
shares
|
$251,977
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
781
shares
|
$251,333
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Place Financial Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
775
shares
|
$249,402
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
774
shares
|
$249,080
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
773
shares
|
$248,759
0.04% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
773
shares
|
$248,759
0.02% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
768
shares
|
$247,150
0.01% of portfolio
|
Q3 2024
Reduced 14.0%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
768
shares
|
$247,150
0.18% of portfolio
|
Q2 2024
Reduced 18.04%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
764
shares
|
$245,862
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
763
shares
|
$245,541
0.02% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
755
shares
|
$242,966
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
755
shares
|
$242,966
0.08% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
753
shares
|
$242,322
0.03% of portfolio
|
Q4 2024
Added 0.13%
|