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 $9.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
93
shares
|
$31,878
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
90
shares
|
$30,850
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
89
shares
|
$30,507
0.0% of portfolio
|
Q3 2024
Reduced 19.09%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
83
shares
|
$28,450
0.01% of portfolio
|
Q2 2024
Reduced 13.54%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
75
shares
|
$25,708
0.01% of portfolio
|
Q3 2024
Reduced 33.63%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
75
shares
|
$25,708
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
73
shares
|
$25,022
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
73
shares
|
$25,022
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
62
shares
|
$21,252
0.01% of portfolio
|
Q3 2024
Reduced 18.42%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
61
shares
|
$20,909
0.01% of portfolio
|
Q2 2022
Reduced 94.73%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
59
shares
|
$20,224
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
56
shares
|
$19,195
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
56
shares
|
$19,195
0.0% of portfolio
|
Q2 2024
Reduced 65.64%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
53
shares
|
$18,167
0.0% of portfolio
|
Q4 2023
Reduced 40.45%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
51
shares
|
$17,481
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
50
shares
|
$17,139
0.01% of portfolio
|
Q4 2023
Added 455.56%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
50
shares
|
$17,139
0.01% of portfolio
|
Q4 2022
Reduced 85.71%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
49
shares
|
$16,796
0.0% of portfolio
|
Q2 2022
Reduced 57.02%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
49
shares
|
$16,796
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
47
shares
|
$16,110
0.01% of portfolio
|
Q3 2024
Reduced 95.71%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
46
shares
|
$15,767
0.0% of portfolio
|
Q4 2023
Reduced 17.86%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
44
shares
|
$15,082
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
43
shares
|
$14,739
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
38
shares
|
$13,025
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
37
shares
|
$12,682
0.01% of portfolio
|
Q4 2023
New holding
|