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 |
|---|---|---|---|---|---|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
7,150
shares
|
$2.45 Million
0.18% of portfolio
|
Q3 2024
Added 231.02%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,149
shares
|
$2.45 Million
0.03% of portfolio
|
Q3 2024
Reduced 33.5%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,108
shares
|
$2.44 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
6,927
shares
|
$2.37 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
6,799
shares
|
$2.33 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
6,793
shares
|
$2.33 Million
0.03% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,700
shares
|
$2.3 Million
0.54% of portfolio
|
Q2 2023
Reduced 13.27%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
6,688
shares
|
$2.29 Million
0.05% of portfolio
|
Q1 2024
Added 30.7%
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
6,612
shares
|
$2.27 Million
1.09% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
6,593
shares
|
$2.26 Million
0.1% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
6,575
shares
|
$2.25 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
6,467
shares
|
$2.22 Million
1.09% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
6,426
shares
|
$2.2 Million
0.09% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
6,416
shares
|
$2.2 Million
0.29% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
6,413
shares
|
$2.2 Million
1.01% of portfolio
|
Q2 2022
Added 1.42%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
6,334
shares
|
$2.17 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
6,276
shares
|
$2.15 Million
0.11% of portfolio
|
Q3 2024
Added 79.31%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
6,139
shares
|
$2.1 Million
0.45% of portfolio
|
Q3 2024
Added 596.03%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
6,122
shares
|
$2.1 Million
0.13% of portfolio
|
Q2 2024
Reduced 12.24%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6,065
shares
|
$2.08 Million
0.08% of portfolio
|
Q2 2023
Reduced 7.39%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
6,020
shares
|
$2.06 Million
1.17% of portfolio
|
Q3 2024
New holding
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
5,935
shares
|
$2.03 Million
0.52% of portfolio
|
Q3 2024
Reduced 24.87%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
5,903
shares
|
$2.02 Million
0.27% of portfolio
|
Q3 2023
Reduced 0.61%
|
|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
5,887
shares
|
$2.02 Million
0.32% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
5,868
shares
|
$2.01 Million
0.23% of portfolio
|
Q3 2023
Added 20.54%
|