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 932 institutions that hold shares in the stock, with a total of 27.1 Million shares, which have been reported (via 13F filing form) to have a value of $8.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
54,219
shares
|
$17.1 Million
0.29% of portfolio
|
Q4 2024
Added 48.65%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
54,015
shares
|
$17.1 Million
3.48% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
53,859
shares
|
$17 Million
2.13% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
53,576
shares
|
$16.9 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
53,436
shares
|
$16.9 Million
0.35% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
53,190
shares
|
$16.8 Million
11.37% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
51,500
shares
|
$16.3 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
51,415
shares
|
$16.2 Million
3.26% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
50,974
shares
|
$16.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
50,282
shares
|
$15.9 Million
8.1% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
49,786
shares
|
$15.7 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
48,839
shares
|
$15.4 Million
0.71% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
47,908
shares
|
$15.1 Million
0.16% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
46,007
shares
|
$14.5 Million
0.37% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
45,517
shares
|
$14.4 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
43,366
shares
|
$13.7 Million
0.28% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
43,067
shares
|
$13.6 Million
0.46% of portfolio
|
Q3 2023
Reduced 1.58%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
42,329
shares
|
$13.4 Million
14.69% of portfolio
|
Q4 2024
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
41,921
shares
|
$13.2 Million
5.88% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
41,547
shares
|
$13.1 Million
6.58% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
41,212
shares
|
$13 Million
1.79% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
40,714
shares
|
$12.9 Million
0.52% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
40,212
shares
|
$12.7 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
38,780
shares
|
$12.3 Million
0.02% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
38,699
shares
|
$12.2 Million
3.21% of portfolio
|
Q4 2024
Added 3.81%
|