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 851 institutions that hold shares in the stock, with a total of 26.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
33
shares
|
$11,424
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
32
shares
|
$11,078
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
32
shares
|
$11,078
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
31
shares
|
$10,732
0.01% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
30
shares
|
$10,386
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
28
shares
|
$9,693
0.0% of portfolio
|
Q2 2022
Added 180.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
26
shares
|
$9,001
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
23
shares
|
$7,962
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
19
shares
|
$6,577
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
19
shares
|
$6,577
0.0% of portfolio
|
Q2 2024
Reduced 13.64%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
14
shares
|
$4,846
0.0% of portfolio
|
Q2 2023
Added 55.56%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
12
shares
|
$4,154
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
11
shares
|
$3,808
0.0% of portfolio
|
Q3 2024
Reduced 26.67%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
9
shares
|
$3,115
0.0% of portfolio
|
Q2 2024
Reduced 77.5%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2024 Q3 2024 |
8
shares
|
$2,769
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
8
shares
|
$2,769
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
8
shares
|
$2,769
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
5
shares
|
$1,731
0.0% of portfolio
|
Q1 2024
Reduced 97.02%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
4
shares
|
$1,384
0.0% of portfolio
|
Q3 2023
Reduced 60.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|