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 $9.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
672
shares
|
$230,348
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
661
shares
|
$226,577
0.03% of portfolio
|
Q3 2024
Added 64.84%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
657
shares
|
$225,206
0.08% of portfolio
|
Q3 2024
Reduced 17.98%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
655
shares
|
$224,520
0.03% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Rezny Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
650
shares
|
$222,806
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
650
shares
|
$222,806
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
650
shares
|
$222,806
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
645
shares
|
$221,093
0.08% of portfolio
|
Q1 2024
Reduced 13.77%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
644
shares
|
$220,750
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
643
shares
|
$220,407
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Newton One Investments LLC
|
Oct 17, 2024 Q3 2024 |
643
shares
|
$220,407
0.08% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
641
shares
|
$219,721
0.04% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
638
shares
|
$218,693
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
630
shares
|
$215,951
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
626
shares
|
$214,580
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
624
shares
|
$213,894
0.01% of portfolio
|
Q1 2023
Reduced 85.0%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
615
shares
|
$210,809
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
615
shares
|
$210,809
0.06% of portfolio
|
Q3 2024
Reduced 25.36%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
614
shares
|
$210,466
0.01% of portfolio
|
Q4 2022
Reduced 53.73%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
614
shares
|
$210,466
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
614
shares
|
$210,466
0.02% of portfolio
|
Q2 2023
Reduced 3.0%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
614
shares
|
$210,466
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
612
shares
|
$209,781
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
610
shares
|
$209,095
0.02% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
607
shares
|
$208,067
0.02% of portfolio
|
Q3 2024
New holding
|