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 |
|---|---|---|---|---|---|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,600
shares
|
$881,946
0.25% of portfolio
|
Q1 2024
Added 4.0%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,560
shares
|
$868,377
0.0% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,528
shares
|
$857,522
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,513
shares
|
$852,434
0.1% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
2,432
shares
|
$824,958
0.03% of portfolio
|
Q3 2024
Reduced 14.12%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
2,397
shares
|
$813,086
0.03% of portfolio
|
Q1 2024
Added 14.31%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
2,390
shares
|
$810,711
0.03% of portfolio
|
Q2 2024
Reduced 4.59%
|
|
|
Martin Capital Advisors, LLP
|
Oct 11, 2024 Q3 2024 |
2,370
shares
|
$803,927
0.55% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,343
shares
|
$794,769
0.07% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
2,330
shares
|
$790,359
0.26% of portfolio
|
Q4 2022
Reduced 1.4%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
2,324
shares
|
$788,324
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
2,322
shares
|
$787,645
0.02% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
2,322
shares
|
$787,645
0.04% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
2,321
shares
|
$787,306
0.01% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
2,321
shares
|
$787,306
0.05% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,320
shares
|
$786,967
0.08% of portfolio
|
Q2 2024
Added 93.33%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,305
shares
|
$781,879
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,282
shares
|
$774,077
0.02% of portfolio
|
Q1 2024
Added 1.29%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
2,265
shares
|
$768,310
0.02% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
2,258
shares
|
$765,936
1.82% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
2,243
shares
|
$760,848
0.09% of portfolio
|
Q3 2024
Added 131.71%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
2,241
shares
|
$760,169
0.34% of portfolio
|
Q3 2022
Reduced 0.22%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,231
shares
|
$756,777
0.01% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,209
shares
|
$749,314
0.0% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
2,197
shares
|
$745,244
0.16% of portfolio
|
Q1 2024
Added 1.01%
|