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 |
|---|---|---|---|---|---|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
696
shares
|
$219,929
0.06% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
682
shares
|
$215,505
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
682
shares
|
$215,505
0.08% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
682
shares
|
$215,505
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
681
shares
|
$215,189
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
680
shares
|
$214,873
0.03% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
680
shares
|
$214,873
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
677
shares
|
$213,925
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
675
shares
|
$213,293
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
Feb 13, 2025 Q4 2024 |
672
shares
|
$212,345
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
666
shares
|
$210,449
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
662
shares
|
$209,185
0.07% of portfolio
|
Q4 2024
Reduced 15.67%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
661
shares
|
$208,869
0.04% of portfolio
|
Q3 2024
Added 64.84%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
660
shares
|
$208,553
0.04% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
657
shares
|
$207,605
0.03% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
657
shares
|
$207,605
0.08% of portfolio
|
Q3 2024
Reduced 17.98%
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
650
shares
|
$205,393
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
650
shares
|
$205,393
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Rezny Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
650
shares
|
$205,393
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
645
shares
|
$203,813
0.08% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
645
shares
|
$203,813
0.08% of portfolio
|
Q1 2024
Reduced 13.77%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
644
shares
|
$203,497
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
640
shares
|
$202,233
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Feb 11, 2025 Q4 2024 |
634
shares
|
$200,337
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
634
shares
|
$200,337
0.01% of portfolio
|
Q4 2024
Reduced 59.92%
|