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 |
|---|---|---|---|---|---|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Feb 11, 2025 Q4 2024 |
634
shares
|
$204,027
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
630
shares
|
$202,740
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
629
shares
|
$202,418
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
626
shares
|
$201,453
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
624
shares
|
$200,809
0.01% of portfolio
|
Q1 2023
Reduced 85.0%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
620
shares
|
$199,522
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
615
shares
|
$197,913
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
615
shares
|
$197,913
0.01% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
615
shares
|
$197,913
0.06% of portfolio
|
Q3 2024
Reduced 25.36%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
614
shares
|
$197,591
0.01% of portfolio
|
Q4 2022
Reduced 53.73%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
614
shares
|
$197,591
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
614
shares
|
$197,591
0.02% of portfolio
|
Q2 2023
Reduced 3.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
613
shares
|
$197,269
0.04% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
612
shares
|
$196,947
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Harfst & Associates, Inc.
|
Feb 04, 2025 Q4 2024 |
611
shares
|
$196,625
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
607
shares
|
$195,338
0.04% of portfolio
|
Q4 2024
Reduced 16.74%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
603
shares
|
$194,051
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
593
shares
|
$190,833
0.01% of portfolio
|
Q3 2024
Added 314.69%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
585
shares
|
$188,258
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
578
shares
|
$186,006
0.09% of portfolio
|
Q2 2024
Reduced 25.99%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
560
shares
|
$180,213
0.04% of portfolio
|
Q2 2023
Added 133.33%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
558
shares
|
$179,569
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
555
shares
|
$178,604
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
550
shares
|
$176,995
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
510
shares
|
$164,123
0.02% of portfolio
|
Q4 2024
Reduced 16.39%
|