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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
165
shares
|
$56,558
0.01% of portfolio
|
Q2 2022
Reduced 64.13%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
165
shares
|
$56,558
0.01% of portfolio
|
Q2 2024
Added 0.61%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
152
shares
|
$52,102
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
151
shares
|
$51,759
0.02% of portfolio
|
Q1 2024
Added 151.67%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
148
shares
|
$50,731
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
145
shares
|
$49,703
0.01% of portfolio
|
Q2 2022
Added 7.41%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
138
shares
|
$47,303
0.03% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
137
shares
|
$46,960
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
136
shares
|
$46,618
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
136
shares
|
$46,618
0.0% of portfolio
|
Q3 2024
Added 36.0%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
125
shares
|
$42,847
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
123
shares
|
$42,161
0.0% of portfolio
|
Q1 2023
Reduced 15.75%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
122
shares
|
$41,819
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
121
shares
|
$41,476
0.0% of portfolio
|
Q3 2024
Added 384.0%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
120
shares
|
$41,133
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
119
shares
|
$40,790
0.02% of portfolio
|
Q1 2022
Reduced 12.5%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
108
shares
|
$37,020
0.0% of portfolio
|
Q4 2023
Added 0.93%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
101
shares
|
$34,620
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
100
shares
|
$34,278
0.0% of portfolio
|
Q4 2022
Reduced 57.98%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
100
shares
|
$34,278
0.0% of portfolio
|
Q2 2018
Reduced 6.98%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
100
shares
|
$34,278
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
100
shares
|
$34,278
0.02% of portfolio
|
Q4 2023
Added 1.01%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
100
shares
|
$34,278
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
100
shares
|
$34,278
0.01% of portfolio
|
Q4 2022
Reduced 20.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
100
shares
|
$34,278
0.01% of portfolio
|
Q1 2023
New holding
|