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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
365
shares
|
$125,114
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
355
shares
|
$121,686
0.05% of portfolio
|
Q2 2021
Added 4.41%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
300
shares
|
$102,833
0.04% of portfolio
|
Q1 2023
Added 322.54%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
294
shares
|
$100,777
0.04% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
293
shares
|
$100,434
0.04% of portfolio
|
Q1 2024
Reduced 14.08%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
293
shares
|
$100,434
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
290
shares
|
$99,406
0.0% of portfolio
|
Q1 2023
Reduced 62.34%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
275
shares
|
$94,264
0.02% of portfolio
|
Q3 2024
Reduced 16.41%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
269
shares
|
$92,207
0.0% of portfolio
|
Q3 2024
Reduced 66.46%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
263
shares
|
$90,151
0.05% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
261
shares
|
$89,465
0.01% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
244
shares
|
$83,638
0.03% of portfolio
|
Q4 2022
Reduced 1.61%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
239
shares
|
$81,924
0.02% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
235
shares
|
$80,553
0.01% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
226
shares
|
$77,468
0.02% of portfolio
|
Q4 2023
Reduced 19.86%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
225
shares
|
$77,125
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
220
shares
|
$75,411
0.03% of portfolio
|
Q3 2024
Added 21.55%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
216
shares
|
$74,040
0.0% of portfolio
|
Q3 2024
Reduced 52.74%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
214
shares
|
$73,354
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
201
shares
|
$68,898
0.0% of portfolio
|
Q2 2024
Reduced 86.61%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
195
shares
|
$66,842
0.01% of portfolio
|
Q1 2024
Reduced 3.47%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
191
shares
|
$65,470
0.02% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
180
shares
|
$61,700
0.01% of portfolio
|
Q4 2021
Added 1.69%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
176
shares
|
$60,329
0.0% of portfolio
|
Q3 2023
Reduced 28.74%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
175
shares
|
$59,986
0.05% of portfolio
|
Q1 2023
Reduced 30.0%
|