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 |
|---|---|---|---|---|---|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
22
shares
|
$7,515
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
19
shares
|
$6,490
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
19
shares
|
$6,490
0.0% of portfolio
|
Q2 2024
Reduced 13.64%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
16
shares
|
$5,465
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
14
shares
|
$4,782
0.0% of portfolio
|
Q2 2023
Added 55.56%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
12
shares
|
$4,099
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
11
shares
|
$3,757
0.0% of portfolio
|
Q3 2024
Reduced 26.67%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
10
shares
|
$3,416
0.0% of portfolio
|
Q4 2024
Reduced 95.45%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
10
shares
|
$3,416
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
9
shares
|
$3,074
0.0% of portfolio
|
Q2 2024
Reduced 77.5%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
9
shares
|
$3,074
0.0% of portfolio
|
Q4 2024
Reduced 72.73%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
8
shares
|
$2,732
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
5
shares
|
$1,708
0.0% of portfolio
|
Q1 2024
Reduced 97.02%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
4
shares
|
$1,366
0.0% of portfolio
|
Q3 2023
Reduced 60.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
2
shares
|
$683
0.0% of portfolio
|
Q4 2024
Reduced 99.93%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|