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 |
|---|---|---|---|---|---|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
9,435
shares
|
$3.23 Million
0.36% of portfolio
|
Q3 2024
Reduced 23.98%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
9,419
shares
|
$3.23 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
9,363
shares
|
$3.21 Million
0.39% of portfolio
|
Q1 2021
Added 1.56%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
9,230
shares
|
$3.16 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
9,131
shares
|
$3.13 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
9,094
shares
|
$3.12 Million
1.79% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
9,066
shares
|
$3.11 Million
0.56% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
8,959
shares
|
$3.07 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
8,929
shares
|
$3.06 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,897
shares
|
$3.05 Million
1.69% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,884
shares
|
$3.05 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
8,792
shares
|
$3.01 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
8,779
shares
|
$3.01 Million
0.21% of portfolio
|
Q2 2023
Reduced 12.96%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
8,578
shares
|
$2.94 Million
0.03% of portfolio
|
Q3 2024
Added 147.2%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,564
shares
|
$2.94 Million
0.05% of portfolio
|
Q3 2022
Reduced 21.13%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
8,453
shares
|
$2.9 Million
0.16% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
8,360
shares
|
$2.87 Million
0.39% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
7,902
shares
|
$2.71 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,838
shares
|
$2.69 Million
0.39% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
7,718
shares
|
$2.65 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
7,682
shares
|
$2.63 Million
0.87% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
7,513
shares
|
$2.58 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
7,512
shares
|
$2.57 Million
1.15% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
7,326
shares
|
$2.51 Million
1.73% of portfolio
|
Q1 2023
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
7,172
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2024
Added 44.68%
|