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 920 institutions that hold shares in the stock, with a total of 26.7 Million shares, which have been reported (via 13F filing form) to have a value of $8.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,745,318
shares
|
$542 Million
12.03% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,153,860
shares
|
$359 Million
0.06% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,136,503
shares
|
$353 Million
0.03% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,033,687
shares
|
$321 Million
0.01% of portfolio
|
Q2 2024
Added 7.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,018,709
shares
|
$317 Million
0.03% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
628,621
shares
|
$195 Million
0.03% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
603,980
shares
|
$188 Million
0.02% of portfolio
|
Q4 2024
Added 33.71%
|
|
|
Unc Management Company, Inc.
Chapel Hill, NC |
Feb 14, 2025 Q4 2024 |
575,639
shares
|
$179 Million
19.33% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
551,589
shares
|
$171 Million
11.04% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
495,529
shares
|
$154 Million
0.07% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
466,979
shares
|
$145 Million
0.33% of portfolio
|
Q3 2023
Reduced 28.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
451,546
shares
|
$140 Million
0.04% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
443,102
shares
|
$138 Million
0.03% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
378,769
shares
|
$118 Million
8.28% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
319,682
shares
|
$99.3 Million
0.07% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
313,229
shares
|
$97.3 Million
0.15% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
310,272
shares
|
$96.4 Million
0.02% of portfolio
|
Q4 2024
Added 32.28%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
294,384
shares
|
$91.5 Million
19.54% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
266,950
shares
|
$83 Million
0.41% of portfolio
|
Q4 2024
Added 691.48%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
252,872
shares
|
$78.6 Million
9.47% of portfolio
|
Q1 2025
Reduced 17.64%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
246,035
shares
|
$76.5 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
239,721
shares
|
$74.5 Million
0.88% of portfolio
|
Q3 2023
Added 3.38%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
237,306
shares
|
$73.7 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
233,983
shares
|
$72.7 Million
7.17% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
203,726
shares
|
$63.3 Million
0.17% of portfolio
|
Q4 2024
Added 26.77%
|