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 |
|---|---|---|---|---|---|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
818
shares
|
$280,394
0.05% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
800
shares
|
$274,224
0.08% of portfolio
|
Q3 2024
Reduced 18.37%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
792
shares
|
$271,481
0.02% of portfolio
|
Q2 2024
Added 13.96%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
788
shares
|
$270,110
0.1% of portfolio
|
Q1 2023
Reduced 18.17%
|
|
|
Strategic Advocates LLC
Logan, UT |
Oct 17, 2024 Q3 2024 |
785
shares
|
$269,082
0.09% of portfolio
|
Q2 2024
Reduced 24.15%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
783
shares
|
$268,396
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
783
shares
|
$268,396
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
783
shares
|
$268,396
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
778
shares
|
$266,682
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
776
shares
|
$265,997
0.02% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
775
shares
|
$265,654
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
772
shares
|
$264,626
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Ahl Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
768
shares
|
$263,255
0.17% of portfolio
|
Q2 2024
Reduced 18.04%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
768
shares
|
$263,255
0.01% of portfolio
|
Q3 2024
Reduced 14.0%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
768
shares
|
$263,255
0.0% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
764
shares
|
$261,883
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
761
shares
|
$260,855
0.02% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
755
shares
|
$258,798
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
755
shares
|
$258,798
0.07% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
754
shares
|
$258,456
0.18% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
752
shares
|
$257,770
0.03% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
742
shares
|
$254,342
0.07% of portfolio
|
Q2 2024
Added 1.09%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
741
shares
|
$253,999
0.09% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
740
shares
|
$253,657
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
737
shares
|
$252,628
0.04% of portfolio
|
Q1 2024
New holding
|