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 $9.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
5,038
shares
|
$1.71 Million
0.05% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
5,019
shares
|
$1.7 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,898
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.47%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
4,816
shares
|
$1.63 Million
0.08% of portfolio
|
Q2 2024
Added 19.92%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
4,775
shares
|
$1.62 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
4,768
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
4,763
shares
|
$1.62 Million
0.19% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,748
shares
|
$1.61 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,718
shares
|
$1.6 Million
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
4,696
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
4,675
shares
|
$1.59 Million
0.13% of portfolio
|
Q3 2024
Added 24.53%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Oct 22, 2024 Q3 2024 |
4,670
shares
|
$1.58 Million
0.86% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
4,664
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
4,630
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
4,544
shares
|
$1.54 Million
0.85% of portfolio
|
Q1 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,536
shares
|
$1.54 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
4,525
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
4,523
shares
|
$1.53 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
4,480
shares
|
$1.52 Million
0.24% of portfolio
|
Q3 2024
Reduced 16.23%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
4,400
shares
|
$1.49 Million
0.24% of portfolio
|
Q2 2020
Reduced 60.2%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
4,358
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
4,344
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,326
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
4,290
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
4,289
shares
|
$1.45 Million
0.61% of portfolio
|
Q3 2024
Reduced 7.08%
|