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 |
|---|---|---|---|---|---|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
48,692
shares
|
$16.7 Million
0.63% of portfolio
|
Q1 2024
Added 2.23%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
47,896
shares
|
$16.4 Million
0.16% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
47,378
shares
|
$16.2 Million
8.42% of portfolio
|
Q3 2024
Added 52.62%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
47,157
shares
|
$16.1 Million
0.09% of portfolio
|
Q3 2024
Added 33.26%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
46,635
shares
|
$16 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
45,769
shares
|
$15.7 Million
0.36% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
45,674
shares
|
$15.6 Million
1.6% of portfolio
|
Q3 2024
Added 243.05%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
43,324
shares
|
$14.8 Million
0.28% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
43,067
shares
|
$14.7 Million
0.46% of portfolio
|
Q3 2023
Reduced 1.58%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
42,547
shares
|
$14.6 Million
7.9% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
41,916
shares
|
$14.3 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
41,396
shares
|
$14.2 Million
5.68% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
40,723
shares
|
$13.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
40,337
shares
|
$13.8 Million
1.77% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
39,552
shares
|
$13.5 Million
0.51% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
39,243
shares
|
$13.4 Million
1.4% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
38,438
shares
|
$13.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 22.77%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
37,279
shares
|
$12.8 Million
2.91% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
37,236
shares
|
$12.7 Million
1.92% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
37,166
shares
|
$12.7 Million
0.67% of portfolio
|
Q3 2024
Added 20.17%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
36,791
shares
|
$12.6 Million
1.16% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
36,516
shares
|
$12.5 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
36,474
shares
|
$12.5 Million
0.19% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
35,500
shares
|
$12.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
35,383
shares
|
$12.1 Million
0.14% of portfolio
|
Q3 2022
Added 130.78%
|