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 927 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 $8.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
118,845
shares
|
$37.5 Million
0.01% of portfolio
|
Q4 2024
Added 27.44%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
112,763
shares
|
$35.6 Million
0.04% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
110,749
shares
|
$35 Million
0.05% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
105,967
shares
|
$33.5 Million
1.28% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
105,698
shares
|
$33.4 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
105,201
shares
|
$33.2 Million
0.2% of portfolio
|
Q4 2024
Reduced 28.84%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
104,574
shares
|
$33 Million
0.02% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
103,270
shares
|
$32.6 Million
17.11% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
99,836
shares
|
$31.5 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
98,253
shares
|
$31 Million
3.96% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
97,009
shares
|
$30.6 Million
3.08% of portfolio
|
Q4 2023
Reduced 0.01%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
96,020
shares
|
$30.3 Million
3.28% of portfolio
|
Q1 2023
Added 0.15%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
95,836
shares
|
$30.3 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
93,505
shares
|
$29.5 Million
0.49% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
93,400
shares
|
$29.5 Million
4.96% of portfolio
|
Q4 2023
New holding
|
|
|
Portfolio Strategies, Inc.
|
Jan 28, 2025 Q4 2024 |
91,651
shares
|
$28.9 Million
4.37% of portfolio
|
Q4 2024
Reduced 23.38%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
91,536
shares
|
$28.9 Million
1.24% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
89,509
shares
|
$28.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
88,452
shares
|
$27.9 Million
0.06% of portfolio
|
Q4 2024
Added 38.06%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
86,504
shares
|
$27.3 Million
0.29% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
85,443
shares
|
$27 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
84,327
shares
|
$26.6 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
81,612
shares
|
$25.8 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
80,408
shares
|
$25.4 Million
7.12% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
80,220
shares
|
$25.3 Million
0.05% of portfolio
|
Q4 2024
Added 2.3%
|