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 925 institutions that hold shares in the stock, with a total of 27 Million shares, which have been reported (via 13F filing form) to have a value of $8.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
473
shares
|
$149,463
0.01% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
472
shares
|
$149,147
0.04% of portfolio
|
Q3 2024
Added 18.89%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
468
shares
|
$147,883
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
447
shares
|
$141,247
0.0% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
443
shares
|
$139,983
0.04% of portfolio
|
Q1 2024
Added 14.77%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
435
shares
|
$137,455
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
420
shares
|
$132,715
0.02% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
409
shares
|
$129,239
0.08% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
401
shares
|
$126,711
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
400
shares
|
$126,396
0.01% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
400
shares
|
$126,396
0.03% of portfolio
|
Q3 2019
Reduced 51.57%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
395
shares
|
$124,816
0.06% of portfolio
|
Q4 2024
Reduced 20.04%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
375
shares
|
$118,496
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
359
shares
|
$113,440
0.02% of portfolio
|
Q4 2024
Reduced 9.8%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
355
shares
|
$112,176
0.05% of portfolio
|
Q2 2021
Added 4.41%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
343
shares
|
$108,384
0.04% of portfolio
|
Q1 2025
Reduced 11.6%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
330
shares
|
$104,276
0.0% of portfolio
|
Q4 2024
Reduced 32.65%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
302
shares
|
$95,428
0.04% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
300
shares
|
$94,797
0.04% of portfolio
|
Q1 2023
Added 322.54%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
293
shares
|
$92,585
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
293
shares
|
$92,585
0.04% of portfolio
|
Q1 2024
Reduced 14.08%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
290
shares
|
$91,637
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
London CO Of Virginia
Richmond, VA |
Feb 14, 2025 Q4 2024 |
283
shares
|
$89,425
0.0% of portfolio
|
Q4 2024
Added 3437.5%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
275
shares
|
$86,897
0.02% of portfolio
|
Q3 2024
Reduced 16.41%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
268
shares
|
$84,685
0.0% of portfolio
|
Q4 2024
Reduced 0.37%
|