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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
751
shares
|
$241,679
0.0% of portfolio
|
Q4 2024
Added 17.71%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
750
shares
|
$241,357
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ria Advisory Group LLC
Ames, IA |
Feb 14, 2025 Q4 2024 |
750
shares
|
$241,357
0.09% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
745
shares
|
$239,748
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
740
shares
|
$238,139
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
737
shares
|
$237,173
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
735
shares
|
$236,530
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
735
shares
|
$236,530
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
734
shares
|
$236,208
0.08% of portfolio
|
Q4 2024
Reduced 14.95%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
734
shares
|
$236,208
0.0% of portfolio
|
Q1 2024
Reduced 2.78%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
729
shares
|
$234,599
0.06% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
725
shares
|
$233,312
0.0% of portfolio
|
Q3 2023
Reduced 7.29%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
723
shares
|
$232,668
0.0% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
723
shares
|
$232,668
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Campion Asset Management
|
Feb 13, 2025 Q4 2024 |
722
shares
|
$232,346
0.18% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
721
shares
|
$232,025
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
719
shares
|
$231,381
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
716
shares
|
$230,415
0.13% of portfolio
|
Q4 2024
Reduced 40.38%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
716
shares
|
$230,415
0.02% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Feb 07, 2025 Q4 2024 |
714
shares
|
$229,772
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
713
shares
|
$229,450
0.01% of portfolio
|
Q3 2024
Reduced 21.91%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
709
shares
|
$228,163
0.02% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
704
shares
|
$226,554
0.02% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
701
shares
|
$225,588
0.02% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
700
shares
|
$225,267
0.01% of portfolio
|
Q2 2021
New holding
|