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 |
|---|---|---|---|---|---|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
267
shares
|
$84,369
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
264
shares
|
$83,421
0.05% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
261
shares
|
$82,473
0.01% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
250
shares
|
$78,997
0.0% of portfolio
|
Q4 2024
Reduced 65.08%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
248
shares
|
$78,365
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
244
shares
|
$77,101
0.03% of portfolio
|
Q4 2022
Reduced 1.61%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
240
shares
|
$75,837
0.02% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
235
shares
|
$74,257
0.01% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
226
shares
|
$71,413
0.02% of portfolio
|
Q4 2023
Reduced 19.86%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
225
shares
|
$71,097
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
214
shares
|
$67,621
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
208
shares
|
$65,725
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
197
shares
|
$62,250
0.03% of portfolio
|
Q3 2024
Reduced 52.76%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
192
shares
|
$60,670
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
192
shares
|
$60,670
0.01% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
180
shares
|
$56,878
0.01% of portfolio
|
Q4 2021
Added 1.69%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
175
shares
|
$55,298
0.05% of portfolio
|
Q1 2023
Reduced 30.0%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
166
shares
|
$52,454
0.01% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
165
shares
|
$52,138
0.01% of portfolio
|
Q2 2022
Reduced 64.13%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
164
shares
|
$51,822
0.0% of portfolio
|
Q1 2025
Reduced 15.46%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
152
shares
|
$48,030
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
151
shares
|
$47,714
0.02% of portfolio
|
Q1 2024
Added 151.67%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
148
shares
|
$46,766
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
145
shares
|
$45,818
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
145
shares
|
$45,818
0.01% of portfolio
|
Q2 2022
Added 7.41%
|