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 |
|---|---|---|---|---|---|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
1,550
shares
|
$531,851
0.02% of portfolio
|
Q1 2022
Added 9.77%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,540
shares
|
$528,420
0.13% of portfolio
|
Q4 2019
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
1,535
shares
|
$526,704
0.08% of portfolio
|
Q2 2024
Reduced 36.36%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,534
shares
|
$526,361
0.04% of portfolio
|
Q4 2023
Added 12.96%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,515
shares
|
$519,841
0.3% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$514,695
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
1,487
shares
|
$510,234
0.05% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,486
shares
|
$509,891
0.01% of portfolio
|
Q3 2024
Reduced 30.63%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,483
shares
|
$508,861
0.0% of portfolio
|
Q1 2024
Reduced 4.75%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,475
shares
|
$506,116
0.01% of portfolio
|
Q3 2022
Added 11.32%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
1,472
shares
|
$505,087
0.09% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
1,464
shares
|
$502,342
0.05% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
1,463
shares
|
$501,999
0.03% of portfolio
|
Q1 2024
Added 32.4%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,463
shares
|
$501,999
0.0% of portfolio
|
Q3 2024
Added 26.56%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,460
shares
|
$500,969
0.07% of portfolio
|
Q2 2024
Added 74.02%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,439
shares
|
$493,764
0.01% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
1,425
shares
|
$488,960
0.08% of portfolio
|
Q4 2019
New holding
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 31, 2024 Q3 2024 |
1,416
shares
|
$485,872
0.18% of portfolio
|
Q1 2024
Added 0.57%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,414
shares
|
$485,185
0.0% of portfolio
|
Q3 2024
Added 18.62%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,406
shares
|
$482,440
0.03% of portfolio
|
Q2 2024
Reduced 5.64%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
1,406
shares
|
$482,440
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,403
shares
|
$481,411
0.19% of portfolio
|
Q1 2021
Reduced 3.31%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
1,400
shares
|
$480,382
0.0% of portfolio
|
Q2 2021
Added 291.06%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
1,398
shares
|
$479,695
0.01% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
1,372
shares
|
$470,774
0.01% of portfolio
|
Q3 2024
Added 6.03%
|