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 $9.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
3,638
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 62.12%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
3,634
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
3,618
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
3,610
shares
|
$1.22 Million
0.19% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
3,596
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.92%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
3,596
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2023
Reduced 1.05%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
3,586
shares
|
$1.22 Million
0.35% of portfolio
|
Q2 2024
Reduced 6.49%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
3,577
shares
|
$1.21 Million
0.07% of portfolio
|
Q4 2023
Added 23.01%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
3,567
shares
|
$1.21 Million
0.3% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
3,547
shares
|
$1.2 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
River & Mercantile LLC
Waltham, MA |
Nov 06, 2024 Q3 2024 |
3,542
shares
|
$1.2 Million
0.34% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
3,500
shares
|
$1.19 Million
0.13% of portfolio
|
Q4 2019
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
3,482
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
3,467
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
3,449
shares
|
$1.17 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,431
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
3,426
shares
|
$1.16 Million
0.05% of portfolio
|
Q4 2023
Reduced 0.29%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
3,411
shares
|
$1.16 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
3,383
shares
|
$1.15 Million
0.09% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
3,363
shares
|
$1.14 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,342
shares
|
$1.13 Million
0.72% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
3,321
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
3,300
shares
|
$1.12 Million
0.46% of portfolio
|
Q1 2024
Reduced 2.22%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
3,292
shares
|
$1.12 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
3,270
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2024
New holding
|