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 |
|---|---|---|---|---|---|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,630
shares
|
$8.41 Million
0.06% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
26,479
shares
|
$8.37 Million
4.8% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
26,187
shares
|
$8.27 Million
0.04% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
25,581
shares
|
$8.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
25,401
shares
|
$8.03 Million
0.1% of portfolio
|
Q4 2024
Added 255.31%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
25,361
shares
|
$8.01 Million
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Humankind Investments LLC
|
Feb 14, 2025 Q4 2024 |
24,570
shares
|
$7.76 Million
2.12% of portfolio
|
Q4 2023
New holding
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
24,454
shares
|
$7.73 Million
1.67% of portfolio
|
Q3 2022
Added 1.21%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
24,396
shares
|
$7.71 Million
0.02% of portfolio
|
Q4 2024
Added 20.04%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
24,216
shares
|
$7.65 Million
0.01% of portfolio
|
Q4 2024
Reduced 20.16%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
23,244
shares
|
$7.34 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
23,036
shares
|
$7.28 Million
0.1% of portfolio
|
Q4 2022
Added 0.3%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
23,013
shares
|
$7.27 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
23,003
shares
|
$7.27 Million
2.65% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
22,870
shares
|
$7.23 Million
0.59% of portfolio
|
Q3 2023
Added 2.24%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
22,848
shares
|
$7.22 Million
0.8% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
22,809
shares
|
$7.21 Million
7.33% of portfolio
|
Q4 2024
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
22,809
shares
|
$7.21 Million
7.33% of portfolio
|
Q4 2024
New holding
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
22,631
shares
|
$7.15 Million
0.25% of portfolio
|
Q2 2024
Added 22.42%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
22,551
shares
|
$7.13 Million
1.08% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
22,278
shares
|
$7.04 Million
2.75% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
22,119
shares
|
$6.99 Million
0.16% of portfolio
|
Q3 2023
Added 559.68%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Feb 07, 2025 Q4 2024 |
21,946
shares
|
$6.93 Million
0.24% of portfolio
|
Q4 2024
Added 2515.73%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
21,235
shares
|
$6.71 Million
0.14% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
21,020
shares
|
$6.64 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.72%
|