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 |
|---|---|---|---|---|---|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
735
shares
|
$251,943
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
734
shares
|
$251,600
0.0% of portfolio
|
Q1 2024
Reduced 2.78%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
729
shares
|
$249,886
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
725
shares
|
$248,515
0.0% of portfolio
|
Q3 2023
Reduced 7.29%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
723
shares
|
$247,829
0.02% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
723
shares
|
$247,829
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
716
shares
|
$245,430
0.01% of portfolio
|
Q3 2024
Added 143.54%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
714
shares
|
$244,744
0.07% of portfolio
|
Q3 2024
Reduced 99.68%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
714
shares
|
$244,744
0.0% of portfolio
|
Q3 2024
Reduced 29.24%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
713
shares
|
$244,402
0.01% of portfolio
|
Q3 2024
Reduced 21.91%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
709
shares
|
$243,031
0.01% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
704
shares
|
$241,317
0.02% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
700
shares
|
$239,945
0.07% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
700
shares
|
$239,945
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
700
shares
|
$239,945
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
682
shares
|
$233,775
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
682
shares
|
$233,775
0.09% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
682
shares
|
$233,775
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
681
shares
|
$233,433
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
681
shares
|
$233,433
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
680
shares
|
$233,090
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
677
shares
|
$232,062
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
675
shares
|
$231,376
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
675
shares
|
$231,376
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
673
shares
|
$230,690
0.0% of portfolio
|
Q3 2024
New holding
|