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 |
|---|---|---|---|---|---|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
20,941
shares
|
$6.62 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
20,928
shares
|
$6.61 Million
1.62% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
20,293
shares
|
$6.41 Million
0.01% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
20,179
shares
|
$6.38 Million
1.06% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
19,989
shares
|
$6.32 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Jan 22, 2025 Q4 2024 |
19,949
shares
|
$6.3 Million
4.68% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
19,420
shares
|
$6.14 Million
0.71% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
19,236
shares
|
$6.08 Million
0.06% of portfolio
|
Q4 2024
Added 1260.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
19,096
shares
|
$6.03 Million
0.02% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
19,021
shares
|
$6.01 Million
1.55% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
18,986
shares
|
$6 Million
1.33% of portfolio
|
Q4 2024
Added 209.27%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
18,971
shares
|
$5.99 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
18,898
shares
|
$5.97 Million
0.46% of portfolio
|
Q4 2024
Reduced 17.04%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
18,848
shares
|
$5.96 Million
0.03% of portfolio
|
Q4 2024
Reduced 36.62%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
18,790
shares
|
$5.94 Million
0.47% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
18,402
shares
|
$5.81 Million
1.46% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
18,131
shares
|
$5.73 Million
1.91% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
18,018
shares
|
$5.69 Million
0.06% of portfolio
|
Q4 2024
Reduced 12.78%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
17,784
shares
|
$5.62 Million
0.01% of portfolio
|
Q4 2024
Added 24.76%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
17,730
shares
|
$5.6 Million
3.61% of portfolio
|
Q3 2024
New holding
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
17,567
shares
|
$5.55 Million
0.55% of portfolio
|
Q1 2024
Added 12.57%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
17,400
shares
|
$5.5 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
16,922
shares
|
$5.35 Million
0.01% of portfolio
|
Q4 2024
Added 2706.3%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Feb 11, 2025 Q4 2024 |
16,869
shares
|
$5.33 Million
5.04% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
16,858
shares
|
$5.33 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.13%
|