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 |
|---|---|---|---|---|---|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
14,504
shares
|
$5.02 Million
1.49% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
14,404
shares
|
$4.99 Million
0.02% of portfolio
|
Q3 2024
Reduced 56.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
14,335
shares
|
$4.96 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
14,295
shares
|
$4.95 Million
0.12% of portfolio
|
Q2 2024
Reduced 1.72%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
14,254
shares
|
$4.93 Million
0.0% of portfolio
|
Q3 2024
Reduced 37.6%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
14,248
shares
|
$4.93 Million
1.16% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
14,150
shares
|
$4.9 Million
0.38% of portfolio
|
Q2 2024
Reduced 7.23%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
14,063
shares
|
$4.87 Million
0.17% of portfolio
|
Q1 2024
Added 30.65%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
13,754
shares
|
$4.76 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
13,753
shares
|
$4.76 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
13,333
shares
|
$4.62 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,244
shares
|
$4.59 Million
0.62% of portfolio
|
Q4 2022
Reduced 16.1%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
13,172
shares
|
$4.56 Million
0.02% of portfolio
|
Q3 2024
Added 59.56%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
13,089
shares
|
$4.53 Million
0.01% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
13,026
shares
|
$4.51 Million
1.04% of portfolio
|
Q3 2024
Added 22.51%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
13,014
shares
|
$4.51 Million
1.46% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
13,004
shares
|
$4.5 Million
1.64% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
12,896
shares
|
$4.46 Million
0.19% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
12,611
shares
|
$4.37 Million
1.03% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
12,526
shares
|
$4.34 Million
0.65% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
12,501
shares
|
$4.33 Million
1.26% of portfolio
|
Q3 2024
Reduced 42.5%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
12,142
shares
|
$4.2 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
12,119
shares
|
$4.2 Million
0.19% of portfolio
|
Q3 2024
Added 16.48%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
12,115
shares
|
$4.19 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
11,839
shares
|
$4.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 46.84%
|