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 |
|---|---|---|---|---|---|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
38,327
shares
|
$12.1 Million
1.35% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
37,249
shares
|
$11.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
37,236
shares
|
$11.8 Million
1.98% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
37,177
shares
|
$11.7 Million
0.58% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
37,040
shares
|
$11.7 Million
1.28% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
36,212
shares
|
$11.4 Million
0.01% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
35,673
shares
|
$11.3 Million
6.4% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
35,609
shares
|
$11.3 Million
0.11% of portfolio
|
Q4 2024
Added 400.97%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
35,325
shares
|
$11.2 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
35,325
shares
|
$11.2 Million
3.29% of portfolio
|
Q4 2020
Reduced 1.29%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
35,216
shares
|
$11.1 Million
8.87% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
35,000
shares
|
$11.1 Million
3.43% of portfolio
|
Q1 2024
Reduced 4.11%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
34,892
shares
|
$11 Million
0.8% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
34,817
shares
|
$11 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
34,650
shares
|
$10.9 Million
0.02% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
33,253
shares
|
$10.5 Million
0.29% of portfolio
|
Q2 2020
Added 1.5%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
30,558
shares
|
$9.66 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.71%
|
|
|
Jvl Associates LLC
|
Jan 03, 2025 Q4 2024 |
29,127
shares
|
$9.2 Million
3.69% of portfolio
|
Q4 2022
Reduced 0.31%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
28,942
shares
|
$9.15 Million
0.04% of portfolio
|
Q4 2024
Added 119.72%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
28,229
shares
|
$8.92 Million
0.34% of portfolio
|
Q4 2024
Added 8.34%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
27,700
shares
|
$8.75 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
27,555
shares
|
$8.71 Million
0.96% of portfolio
|
Q4 2024
Reduced 39.67%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
27,479
shares
|
$8.68 Million
0.56% of portfolio
|
Q3 2023
Reduced 3.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,363
shares
|
$8.65 Million
0.01% of portfolio
|
Q3 2024
Added 10.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
26,920
shares
|
$8.51 Million
0.01% of portfolio
|
Q4 2024
Added 34.99%
|