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 |
|---|---|---|---|---|---|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
5,833
shares
|
$2 Million
0.41% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
5,801
shares
|
$1.99 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
5,789
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
5,757
shares
|
$1.97 Million
0.04% of portfolio
|
Q3 2024
Added 19.07%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
5,705
shares
|
$1.96 Million
0.22% of portfolio
|
Q2 2024
Reduced 3.11%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
5,700
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.0%
|
|
|
Nvest Financial, LLC
|
Oct 09, 2024 Q3 2024 |
5,630
shares
|
$1.93 Million
1.09% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 02, 2024 Q3 2024 |
5,611
shares
|
$1.92 Million
1.37% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
5,539
shares
|
$1.9 Million
0.53% of portfolio
|
Q4 2023
Reduced 3.48%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
5,515
shares
|
$1.89 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
5,504
shares
|
$1.89 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
5,478
shares
|
$1.88 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
5,458
shares
|
$1.87 Million
0.16% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
5,295
shares
|
$1.82 Million
0.22% of portfolio
|
Q2 2022
Added 0.38%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
5,284
shares
|
$1.81 Million
0.04% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,257
shares
|
$1.8 Million
0.03% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,244
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
5,206
shares
|
$1.78 Million
0.21% of portfolio
|
Q4 2023
Reduced 1.05%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,183
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2024
Added 81.99%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
5,180
shares
|
$1.78 Million
0.29% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
5,174
shares
|
$1.77 Million
1.06% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
5,171
shares
|
$1.77 Million
0.11% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
5,051
shares
|
$1.73 Million
0.38% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
5,041
shares
|
$1.73 Million
0.02% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 07, 2024 Q3 2024 |
5,039
shares
|
$1.73 Million
0.49% of portfolio
|
Q3 2024
Reduced 4.51%
|