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 932 institutions that hold shares in the stock, with a total of 27.1 Million shares, which have been reported (via 13F filing form) to have a value of $8.55 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 |
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
5,910
shares
|
$1.87 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
5,887
shares
|
$1.86 Million
0.34% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
5,868
shares
|
$1.85 Million
0.24% of portfolio
|
Q3 2023
Added 20.54%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
5,860
shares
|
$1.85 Million
0.43% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
5,858
shares
|
$1.85 Million
0.06% of portfolio
|
Q4 2024
Reduced 83.41%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
5,801
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
5,801
shares
|
$1.83 Million
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
5,722
shares
|
$1.81 Million
0.01% of portfolio
|
Q4 2024
Added 22.68%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5,659
shares
|
$1.79 Million
0.02% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
5,647
shares
|
$1.78 Million
1.01% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
5,638
shares
|
$1.78 Million
0.28% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
5,634
shares
|
$1.78 Million
0.85% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Apr 07, 2025 Q1 2025 |
5,557
shares
|
$1.76 Million
1.34% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
5,552
shares
|
$1.75 Million
0.04% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
5,548
shares
|
$1.75 Million
0.27% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
5,539
shares
|
$1.75 Million
0.47% of portfolio
|
Q4 2023
Reduced 3.48%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
5,515
shares
|
$1.74 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
5,503
shares
|
$1.74 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
5,480
shares
|
$1.73 Million
0.02% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
5,467
shares
|
$1.73 Million
0.23% of portfolio
|
Q4 2024
Added 143.74%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,411
shares
|
$1.71 Million
0.0% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
5,396
shares
|
$1.71 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
5,342
shares
|
$1.69 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
5,313
shares
|
$1.68 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
5,310
shares
|
$1.68 Million
0.12% of portfolio
|
Q4 2024
Added 2.69%
|