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 |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
1,356
shares
|
$428,482
0.03% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,325
shares
|
$418,686
0.01% of portfolio
|
Q3 2024
Reduced 10.17%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,322
shares
|
$417,738
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,301
shares
|
$411,102
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
1,298
shares
|
$410,155
0.02% of portfolio
|
Q1 2025
Reduced 52.95%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
1,293
shares
|
$408,575
0.03% of portfolio
|
Q2 2020
Reduced 16.85%
|
|
|
Gould Capital, LLC
|
Feb 21, 2025 Q4 2024 |
1,289
shares
|
$407,311
0.31% of portfolio
|
Q4 2024
Added 8.32%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,289
shares
|
$407,311
0.0% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
1,281
shares
|
$404,783
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
1,275
shares
|
$402,887
0.27% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
1,266
shares
|
$400,043
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,265
shares
|
$399,727
0.01% of portfolio
|
Q4 2024
Reduced 19.38%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
1,262
shares
|
$398,779
0.11% of portfolio
|
Q3 2024
Reduced 10.81%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
1,255
shares
|
$396,567
0.02% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,254
shares
|
$396,251
0.01% of portfolio
|
Q4 2024
Reduced 22.3%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
1,247
shares
|
$394,039
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
1,238
shares
|
$391,195
0.04% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,237
shares
|
$390,879
0.01% of portfolio
|
Q1 2025
Reduced 75.23%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
1,235
shares
|
$390,247
0.01% of portfolio
|
Q4 2024
Reduced 12.16%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
1,232
shares
|
$389,299
0.05% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,232
shares
|
$389,299
0.06% of portfolio
|
Q3 2024
Reduced 38.61%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,225
shares
|
$387,087
0.13% of portfolio
|
Q3 2024
Reduced 24.62%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
1,218
shares
|
$384,875
0.02% of portfolio
|
Q4 2024
Added 18.83%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
1,213
shares
|
$383,295
0.03% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
1,210
shares
|
$382,347
0.02% of portfolio
|
Q2 2023
New holding
|