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 |
|---|---|---|---|---|---|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
603
shares
|
$206,696
0.0% of portfolio
|
Q3 2024
Added 336.96%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
601
shares
|
$206,010
0.02% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
593
shares
|
$203,268
0.01% of portfolio
|
Q3 2024
Added 314.69%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
578
shares
|
$198,126
0.09% of portfolio
|
Q2 2024
Reduced 25.99%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
573
shares
|
$196,412
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
560
shares
|
$191,956
0.03% of portfolio
|
Q2 2023
Added 133.33%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
558
shares
|
$191,271
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
553
shares
|
$189,557
0.02% of portfolio
|
Q3 2024
Reduced 35.17%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
550
shares
|
$188,528
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
500
shares
|
$171,390
0.02% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
497
shares
|
$170,361
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
494
shares
|
$169,333
0.08% of portfolio
|
Q3 2024
Reduced 65.28%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
490
shares
|
$167,962
0.0% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
473
shares
|
$162,134
0.01% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
472
shares
|
$161,792
0.03% of portfolio
|
Q3 2024
Added 18.89%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
447
shares
|
$153,222
0.0% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
443
shares
|
$151,851
0.04% of portfolio
|
Q1 2024
Added 14.77%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
435
shares
|
$149,109
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
420
shares
|
$143,967
0.02% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
417
shares
|
$142,939
0.01% of portfolio
|
Q2 2023
Reduced 26.46%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
402
shares
|
$137,797
0.08% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
400
shares
|
$137,112
0.03% of portfolio
|
Q3 2019
Reduced 51.57%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
400
shares
|
$137,112
0.01% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
398
shares
|
$136,426
0.02% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
388
shares
|
$132,998
0.04% of portfolio
|
Q2 2022
Added 17.27%
|