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 923 institutions that hold shares in the stock, with a total of 31.7 Million shares, which have been reported (via 13F filing form) to have a value of $11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Motco
|
Feb 05, 2025 Q4 2024 |
68
shares
|
$23,229
0.0% of portfolio
|
Q4 2024
Reduced 45.6%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
68
shares
|
$23,229
0.0% of portfolio
|
Q4 2024
Reduced 68.52%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
61
shares
|
$20,838
0.01% of portfolio
|
Q2 2022
Reduced 94.73%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
59
shares
|
$20,154
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
56
shares
|
$19,130
0.0% of portfolio
|
Q4 2024
Added 115.38%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
56
shares
|
$19,130
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
53
shares
|
$18,105
0.0% of portfolio
|
Q4 2023
Reduced 40.45%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
51
shares
|
$17,422
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
50
shares
|
$17,080
0.01% of portfolio
|
Q4 2023
Added 455.56%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
50
shares
|
$17,080
0.01% of portfolio
|
Q4 2022
Reduced 85.71%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
50
shares
|
$17,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
49
shares
|
$16,738
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
49
shares
|
$16,738
0.0% of portfolio
|
Q2 2022
Reduced 57.02%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
47
shares
|
$16,055
0.01% of portfolio
|
Q3 2024
Reduced 95.71%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
46
shares
|
$15,714
0.0% of portfolio
|
Q4 2023
Reduced 17.86%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
44
shares
|
$15,030
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
43
shares
|
$14,689
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
38
shares
|
$12,981
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
32
shares
|
$10,931
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
31
shares
|
$10,589
0.01% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
30
shares
|
$10,248
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
30
shares
|
$10,248
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
28
shares
|
$9,565
0.0% of portfolio
|
Q2 2022
Added 180.0%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
25
shares
|
$8,540
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
23
shares
|
$7,857
0.0% of portfolio
|
Q3 2022
New holding
|