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 $9.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
35,325
shares
|
$12.1 Million
3.29% of portfolio
|
Q4 2020
Reduced 1.29%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
35,305
shares
|
$12.1 Million
0.2% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
35,007
shares
|
$12 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
35,000
shares
|
$12 Million
3.23% of portfolio
|
Q1 2024
Reduced 4.11%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
34,730
shares
|
$11.9 Million
8.86% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
34,700
shares
|
$11.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
33,728
shares
|
$11.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
33,253
shares
|
$11.4 Million
0.29% of portfolio
|
Q2 2020
Added 1.5%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
32,717
shares
|
$11.2 Million
5.54% of portfolio
|
Q3 2024
Added 85.86%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
30,331
shares
|
$10.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.64%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
29,738
shares
|
$10.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Jvl Associates LLC
|
Oct 04, 2024 Q3 2024 |
29,127
shares
|
$9.98 Million
3.67% of portfolio
|
Q4 2022
Reduced 0.31%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
28,991
shares
|
$9.94 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
27,479
shares
|
$9.42 Million
0.56% of portfolio
|
Q3 2023
Reduced 3.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,363
shares
|
$9.38 Million
0.01% of portfolio
|
Q3 2024
Added 10.68%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
27,266
shares
|
$9.35 Million
4.84% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
26,056
shares
|
$8.93 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
25,742
shares
|
$8.82 Million
0.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
25,356
shares
|
$8.69 Million
0.0% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
25,193
shares
|
$8.64 Million
1.19% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Humankind Investments LLC
|
Nov 14, 2024 Q3 2024 |
24,570
shares
|
$8.42 Million
2.97% of portfolio
|
Q4 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
24,567
shares
|
$8.42 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
24,454
shares
|
$8.38 Million
1.67% of portfolio
|
Q3 2022
Added 1.21%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
23,738
shares
|
$8.14 Million
0.14% of portfolio
|
Q3 2024
Added 106.18%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
23,244
shares
|
$7.97 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.31%
|