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 |
|---|---|---|---|---|---|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,181
shares
|
$739,817
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
2,161
shares
|
$733,032
0.37% of portfolio
|
Q3 2024
Reduced 75.41%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
2,105
shares
|
$714,037
0.01% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
2,105
shares
|
$714,037
0.08% of portfolio
|
Q2 2024
Reduced 15.6%
|
|
|
Dempze Nancy E
|
Nov 12, 2024 Q3 2024 |
2,102
shares
|
$713,019
0.42% of portfolio
|
Q4 2022
Reduced 4.67%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
2,085
shares
|
$707,252
0.09% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Oct 15, 2024 Q3 2024 |
2,082
shares
|
$706,235
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
2,063
shares
|
$699,790
0.03% of portfolio
|
Q2 2024
Added 6.84%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,055
shares
|
$697,076
0.0% of portfolio
|
Q2 2024
Added 14.1%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
2,040
shares
|
$691,988
0.24% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,035
shares
|
$690,292
0.37% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,034
shares
|
$689,953
0.05% of portfolio
|
Q4 2023
Reduced 13.3%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
2,031
shares
|
$688,935
0.19% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
2,021
shares
|
$685,543
0.02% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
2,019
shares
|
$684,864
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Harbor Advisors LLC
|
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$678,420
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
1,962
shares
|
$665,530
0.02% of portfolio
|
Q2 2024
Reduced 66.47%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
1,953
shares
|
$662,477
0.05% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
1,951
shares
|
$661,798
0.01% of portfolio
|
Q4 2023
Reduced 3.08%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
1,947
shares
|
$660,441
0.02% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
1,940
shares
|
$658,067
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ashford Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
1,938
shares
|
$657,388
0.15% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
1,923
shares
|
$652,300
0.02% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
1,895
shares
|
$642,802
0.17% of portfolio
|
Q4 2020
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
1,857
shares
|
$629,912
0.04% of portfolio
|
Q3 2024
Reduced 3.13%
|