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 $9.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
71,228
shares
|
$24.4 Million
1.74% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Stairway Partners, LLC
|
Oct 04, 2024 Q3 2024 |
68,638
shares
|
$23.5 Million
1.45% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
67,459
shares
|
$23.1 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
66,812
shares
|
$22.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
65,125
shares
|
$22.3 Million
5.52% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
65,125
shares
|
$22.3 Million
5.37% of portfolio
|
Q4 2022
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
64,068
shares
|
$21.9 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,755
shares
|
$21.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
62,463
shares
|
$21.4 Million
0.2% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
61,176
shares
|
$20.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 52.48%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
61,039
shares
|
$20.9 Million
1.78% of portfolio
|
Q3 2024
New holding
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
60,739
shares
|
$20.8 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
59,937
shares
|
$20.5 Million
0.33% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
58,381
shares
|
$20 Million
9.49% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
56,447
shares
|
$19.3 Million
0.48% of portfolio
|
Q3 2024
Added 61.73%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
54,884
shares
|
$18.8 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
54,252
shares
|
$18.6 Million
3.53% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
53,989
shares
|
$18.5 Million
2.11% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
53,684
shares
|
$18.4 Million
10.65% of portfolio
|
Q3 2024
Added 60.91%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
52,259
shares
|
$17.9 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
51,680
shares
|
$17.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
51,500
shares
|
$17.6 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
51,458
shares
|
$17.6 Million
3.48% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Churchill Management Corp
|
Oct 15, 2024 Q3 2024 |
50,593
shares
|
$17.3 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
49,814
shares
|
$17.1 Million
0.33% of portfolio
|
Q3 2024
Added 6.65%
|