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 $9.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
18,201
shares
|
$6.16 Million
0.02% of portfolio
|
Q3 2024
Reduced 26.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
17,863
shares
|
$6.04 Million
0.02% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
17,746
shares
|
$6 Million
0.01% of portfolio
|
Q3 2024
Reduced 52.31%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
17,730
shares
|
$6 Million
3.19% of portfolio
|
Q3 2024
New holding
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
17,567
shares
|
$5.94 Million
0.51% of portfolio
|
Q1 2024
Added 12.57%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
16,880
shares
|
$5.71 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
16,872
shares
|
$5.71 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
16,562
shares
|
$5.6 Million
0.75% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Strategic Investment Management, LLC
|
Oct 24, 2024 Q3 2024 |
16,520
shares
|
$5.59 Million
5.8% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
16,453
shares
|
$5.56 Million
2.26% of portfolio
|
Q2 2023
Reduced 1.33%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 28, 2024 Q3 2024 |
16,056
shares
|
$5.43 Million
4.48% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 21, 2024 Q3 2024 |
15,911
shares
|
$5.38 Million
1.57% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
15,853
shares
|
$5.36 Million
0.03% of portfolio
|
Q3 2024
Reduced 12.45%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
15,833
shares
|
$5.36 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
15,758
shares
|
$5.33 Million
2.69% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
15,746
shares
|
$5.33 Million
1.08% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
15,509
shares
|
$5.25 Million
0.05% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
15,385
shares
|
$5.2 Million
0.35% of portfolio
|
Q2 2024
Reduced 36.15%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
15,337
shares
|
$5.19 Million
4.76% of portfolio
|
Q4 2023
New holding
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
15,294
shares
|
$5.17 Million
1.39% of portfolio
|
Q3 2024
Added 41.18%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
15,109
shares
|
$5.11 Million
1.53% of portfolio
|
Q3 2024
Reduced 16.14%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
15,077
shares
|
$5.1 Million
0.12% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,696
shares
|
$4.97 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
14,559
shares
|
$4.92 Million
0.47% of portfolio
|
Q1 2023
Reduced 2.9%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
14,504
shares
|
$4.91 Million
1.49% of portfolio
|
Q3 2024
Reduced 3.36%
|