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 930 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 $8.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
13,356
shares
|
$4.22 Million
0.24% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
13,320
shares
|
$4.21 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,244
shares
|
$4.18 Million
0.62% of portfolio
|
Q4 2022
Reduced 16.1%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
13,080
shares
|
$4.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
13,004
shares
|
$4.11 Million
1.62% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
12,770
shares
|
$4.04 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
12,709
shares
|
$4.02 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
12,465
shares
|
$3.94 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
12,395
shares
|
$3.92 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
12,383
shares
|
$3.91 Million
0.98% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
12,242
shares
|
$3.87 Million
0.06% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
12,065
shares
|
$3.81 Million
1.39% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
12,002
shares
|
$3.79 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Mar 12, 2025 Q4 2024 |
11,711
shares
|
$3.7 Million
1.76% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
11,577
shares
|
$3.66 Million
0.06% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,510
shares
|
$3.64 Million
0.7% of portfolio
|
Q1 2023
New holding
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
11,497
shares
|
$3.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.18%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
11,491
shares
|
$3.63 Million
0.06% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
11,385
shares
|
$3.6 Million
0.35% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
11,337
shares
|
$3.58 Million
0.04% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
11,300
shares
|
$3.57 Million
0.01% of portfolio
|
Q4 2024
Added 98.25%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
11,142
shares
|
$3.52 Million
1.02% of portfolio
|
Q1 2025
Reduced 17.06%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
10,811
shares
|
$3.42 Million
1.01% of portfolio
|
Q3 2023
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
10,624
shares
|
$3.36 Million
0.35% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
10,557
shares
|
$3.34 Million
0.12% of portfolio
|
Q1 2025
Added 5.13%
|