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 |
|---|---|---|---|---|---|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
1,060
shares
|
$334,949
0.18% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,053
shares
|
$332,737
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
1,051
shares
|
$332,105
0.04% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
1,042
shares
|
$329,261
0.01% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
1,037
shares
|
$327,681
0.03% of portfolio
|
Q1 2023
Reduced 1.33%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,028
shares
|
$324,837
0.01% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
1,028
shares
|
$324,837
0.14% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
1,015
shares
|
$320,729
0.05% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,010
shares
|
$319,149
0.08% of portfolio
|
Q1 2024
Reduced 94.74%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
1,010
shares
|
$319,149
0.09% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
1,009
shares
|
$318,833
0.08% of portfolio
|
Q4 2024
Reduced 26.03%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
1,005
shares
|
$317,569
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
1,000
shares
|
$315,990
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,000
shares
|
$315,990
0.06% of portfolio
|
Q4 2022
Reduced 18.57%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1,000
shares
|
$315,990
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$315,990
0.06% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
997
shares
|
$315,042
0.08% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
993
shares
|
$313,778
0.03% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
K.J. Harrison & Partners Inc
|
Feb 04, 2025 Q4 2024 |
989
shares
|
$312,514
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
987
shares
|
$311,882
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
983
shares
|
$310,618
0.05% of portfolio
|
Q1 2025
Added 19.59%
|
|
|
Jacobs & CO
|
Apr 02, 2025 Q1 2025 |
982
shares
|
$310,302
0.03% of portfolio
|
Q2 2022
Reduced 7.1%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
982
shares
|
$310,302
0.0% of portfolio
|
Q3 2024
Reduced 37.33%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
975
shares
|
$308,090
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
975
shares
|
$308,090
0.01% of portfolio
|
Q2 2023
New holding
|