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iShares Russell 3000 ETF (IWV) Institutional Ownership

iShares Russell 3000 ETF logo
$337.20 +3.57 (+1.07%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for iShares Russell 3000 ETF (NYSEARCA:IWV)

Number of
Institutional Buyers
(last 12 months)
313
Total
Institutional Inflows
(last 12 months)
$1.23B
Number of
Institutional Sellers
(last 12 months)
313
Total
Institutional Outflows
(last 12 months)
$514.54M
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IWV Institutional Buying and Selling by Quarter

iShares Russell 3000 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 B. Riley Wealth Advisors Inc.2,021$660K0.0%-2.7%0.004%
11/27/2024 Franklin Resources Inc.134,171$44.65M0.0%-1.9%0.293%
11/25/2024 Synovus Financial Corp6,793$2.22M0.0%+1.6%0.015%
11/25/2024 Cim Investment Management Inc.755$247K0.1%-4.6%0.002%
11/25/2024 Wilmington Savings Fund Society FSB23,738$7.76M0.1%+106.2%0.052%
11/25/2024 World Investment Advisors LLC3,321$1.09M0.0%+6.7%0.007%
11/25/2024 Sanctuary Advisors LLC4,344$1.49M0.0%-14.1%0.009%
11/22/2024 Stock Yards Bank & Trust Co.2,432$795K0.0%-14.1%0.005%
11/18/2024 Rehmann Capital Advisory Group1,384$452K0.0%N/A0.003%
11/18/2024 Sunbelt Securities Inc.136$44K0.0%+36.0%0.000%
11/18/2024 Empire Financial Management Company LLC863$282K0.1%+5.6%0.002%
11/18/2024 Gould Capital LLC1,190$389K0.3%+7.9%0.003%
11/15/2024 M&T Bank Corp14,404$4.71M0.0%-56.1%0.031%
11/15/2024 MML Investors Services LLC18,201$5.95M0.0%-26.7%0.040%
11/15/2024 First National Bank of Omaha7,902$2.58M0.2%-0.9%0.017%
11/15/2024 Dunhill Financial LLC6,467$2.11M1.1%-1.2%0.014%
11/15/2024 Orion Portfolio Solutions LLC20,659$6.75M0.1%-0.5%0.045%
11/15/2024 Zacks Investment Management7,108$2.32M0.0%-8.0%0.016%
11/15/2024 EP Wealth Advisors LLC15,509$5.07M0.0%+4.0%0.034%
11/15/2024 Kovitz Investment Group Partners LLC1,463$478K0.0%+26.6%0.003%
11/15/2024 Stifel Financial Corp19,942$6.52M0.0%+1.0%0.044%
11/15/2024 HighTower Advisors LLC310,278$101.39M0.1%-1.2%0.677%
11/15/2024 Benjamin Edwards Inc.3,482$1.14M0.0%N/A0.008%
11/14/2024 Captrust Financial Advisors244,475$79.88M0.2%+1.6%0.534%
11/14/2024 Atlantic Union Bankshares Corp643$210K0.0%N/A0.001%
11/14/2024 Rockefeller Capital Management L.P.66,812$21.83M0.1%-0.4%0.146%
11/14/2024 Hantz Financial Services Inc.100,582$32.86M0.6%-3.5%0.220%
11/14/2024 Financial Counselors Inc.4,290$1.40M0.0%+3.4%0.009%
11/14/2024 Fiduciary Trust Co23,244$7.60M0.1%-4.3%0.051%
11/14/2024 Stone House Investment Management LLC15,746$5.15M1.1%N/A0.034%
11/13/2024 Glenmede Trust Co. NA29,738$9.72M0.0%-0.7%0.065%
11/13/2024 Townsquare Capital LLC4,696$1.53M0.0%-7.2%0.010%
11/13/2024 Cadence Bank682$223K0.0%N/A0.001%
11/13/2024 BNP Paribas Financial Markets509$166K0.0%-12.1%0.001%
11/13/2024 Avestar Capital LLC4,052$1.32M0.1%+29.5%0.009%
11/13/2024 FMR LLC52,583$17.18M0.0%+1.6%0.115%
11/13/2024 D.A. Davidson & CO.4,630$1.51M0.0%+1.4%0.010%
11/13/2024 Bank of Montreal Can101,722$33.12M0.0%-14.9%0.222%
11/13/2024 Truvestments Capital LLC101$33K0.0%N/A0.000%
11/13/2024 Davis R M Inc.159,477$52.11M1.0%-0.5%0.348%
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11/13/2024 Estate Counselors LLC5,935$1.94M0.2%-24.9%0.013%
11/12/2024 Crewe Advisors LLC1,232$403K0.0%-38.6%0.003%
11/12/2024 Truepoint Inc.60,739$19.85M0.5%-1.5%0.133%
11/12/2024 Pitcairn Co.558,944$182.62M10.8%+7.8%1.220%
11/12/2024 One Charles Private Wealth Services LLC657$215K0.1%-18.0%0.001%
11/12/2024 Kingsview Wealth Management LLC11,195$3.66M0.1%+706.6%0.024%
11/12/2024 Cerity Partners LLC61,176$19.99M0.0%-52.5%0.134%
11/12/2024 Optivise Advisory Services LLC3,138$1.03M0.5%N/A0.007%
11/12/2024 Financial Council LLC15,758$5.15M2.7%-0.8%0.034%
11/12/2024 Nwam LLC908$297K0.0%N/A0.002%
11/12/2024 Meridian Wealth Management LLC1,322$432K0.0%N/A0.003%
11/12/2024 GM Advisory Group LLC182,268$59.55M3.6%+3.1%0.398%
11/12/2024 Planning Alternatives Ltd. ADV7,718$2.52M0.4%-0.7%0.017%
11/12/2024 AlphaCore Capital LLC161,802$52.87M11.9%-12.1%0.353%
11/9/2024 LPL Financial LLC469,157$153.29M0.1%+3.0%1.024%
11/8/2024 Citizens Financial Group Inc. RI49,814$16.28M0.3%+6.7%0.109%
11/8/2024 Cedar Wealth Management LLC15,109$4.94M1.5%-16.1%0.033%
11/8/2024 First Horizon Advisors Inc.41,916$13.70M0.4%-1.7%0.092%
11/8/2024 Commerce Bank161,468$52.76M0.3%+1.9%0.353%
11/8/2024 Yardley Wealth Management LLC6,020$1.97M1.2%N/A0.013%
11/8/2024 PNC Financial Services Group Inc.309,172$101.02M0.1%-5.4%0.675%
11/8/2024 FWG Holdings LLC2,161$715K0.4%-75.4%0.005%
11/8/2024 Fifth Third Wealth Advisors LLC2,759$901K0.1%-4.8%0.006%
11/7/2024 Chesapeake Wealth Management13,014$4.25M1.5%-1.4%0.028%
11/7/2024 Vertex Planning Partners LLC5,504$1.80M0.4%-0.6%0.012%
11/7/2024 GLOBALT Investments LLC GA1,610$526K0.0%-1.8%0.004%
11/7/2024 MAI Capital Management5,801$1.90M0.0%-1.2%0.013%
11/7/2024 Gilbert & Cook Inc.16,562$5.41M0.7%+0.2%0.036%
11/6/2024 RIA Advisory Group LLC848$277K0.1%N/A0.002%
11/6/2024 Linscomb Wealth Inc.1,334$436K0.0%-2.2%0.003%
11/6/2024 Agilis Partners LLC3,542$1.16M0.3%-3.3%0.008%
11/6/2024 Diversified Portfolios Inc.53,989$17.64M2.0%-0.2%0.118%
11/6/2024 Intelligence Driven Advisers LLC25,193$8.23M1.2%-6.0%0.055%
11/6/2024 Curi RMB Capital LLC11,031$3.60M0.1%+5.0%0.024%
11/6/2024 Planning Capital Management Corp3,342$1.09M0.7%+6.0%0.007%
11/6/2024 Wealthstream Advisors Inc.54,252$17.73M3.2%-0.7%0.118%
11/6/2024 Zions Bancorporation N.A.3,270$1.07M0.1%N/A0.007%
11/6/2024 Huntington National Bank216$71K0.0%-52.7%0.000%
11/6/2024 Kovack Advisors Inc.3,228$1.06M0.1%-5.6%0.007%
11/6/2024 Oppenheimer Asset Management Inc.2,105$688K0.0%-4.2%0.005%
11/6/2024 Pinnacle Financial Partners Inc5,757$1.88M0.0%+19.1%0.013%
11/6/2024 Rossmore Private Capital2,243$774K0.1%+131.7%0.005%
11/6/2024 Strategic Equity Management47,378$15.48M7.3%+52.6%0.103%
11/5/2024 Simmons Bank13,753$4.49M0.3%-2.2%0.030%
11/5/2024 Victory Capital Management Inc.14,254$4.66M0.0%-37.6%0.031%
11/5/2024 First Heartland Consultants Inc.45,674$14.92M1.6%+243.1%0.100%
11/5/2024 Prime Capital Investment Advisors LLC10,674$3.49M0.0%-3.0%0.023%
11/5/2024 Compass Financial Group Inc.58,381$19.08M8.8%-0.4%0.127%
11/5/2024 First National Trust Co39,552$12.92M0.5%+1.5%0.086%
11/5/2024 Harbour Investments Inc.1,052$344K0.0%-8.8%0.002%
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11/5/2024 Everhart Financial Group Inc.6,139$2.01M0.4%+596.0%0.013%
11/5/2024 Nations Financial Group Inc. IA ADV71,228$23.27M1.7%+0.8%0.156%
11/4/2024 Jaffetilchin Investment Partners LLC5,019$1.64M0.1%-0.7%0.011%
11/4/2024 Catalytic Wealth RIA LLC4,775$1.56M0.3%-0.7%0.010%
11/2/2024 Houlihan Financial Resource Group Ltd.2,324$759K0.3%N/A0.005%
11/2/2024 17 Capital Partners LLC1,271$415K0.3%+10.1%0.003%
11/2/2024 Mesirow Financial Investment Management Inc.1,406$459K0.0%N/A0.003%
11/1/2024 Proficio Capital Partners LLC175,769$57.43M5.7%+1.3%0.384%
11/1/2024 SilverOak Wealth Management LLC3,910$1.28M0.3%-3.1%0.009%
11/1/2024 Lindbrook Capital LLC11,006$3.60M0.3%-0.5%0.024%
(Data available from 1/1/2016 forward)

IWV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWV shares?

During the previous two years, 700 institutional investors and hedge funds held shares of iShares Russell 3000 ETF. The most heavily invested institutionals were SCS Capital Management LLC ($532.16M), Northern Trust Corp ($307.33M), Morgan Stanley ($299.53M), International Assets Investment Management LLC ($270.83M), Family Firm Inc. ($264.33M), Bank of America Corp DE ($250.61M), and Bank of New York Mellon Corp ($222.70M).Learn more on IWV's institutional investors.

Which institutional investors have been buying iShares Russell 3000 ETF stock?

Of the 517 institutional investors that purchased iShares Russell 3000 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.50M), First Republic Investment Management Inc. ($1.21M), Family Firm Inc. ($656.25K), Vaughan Nelson Investment Management L.P. ($373.74K), Corient Private Wealth LLC ($347.10K), Strategic Financial Concepts LLC ($221.23K), and Bank of Montreal Can ($190.05K).

How much institutional buying is happening at iShares Russell 3000 ETF?

Institutional investors have bought a total of 10,140,876 shares in the last 24 months. This purchase volume represents approximately $2.64B in transactions.

Which iShares Russell 3000 ETF major shareholders have been selling company stock?

Of the 453 institutional investors that sold iShares Russell 3000 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Republic Investment Management Inc. ($1.67M), Ameriprise Financial Inc. ($699.42K), EP Wealth Advisors LLC ($630.36K), Corient Private Wealth LLC ($341.88K), Vaughan Nelson Investment Management L.P. ($311.09K), New York State Common Retirement Fund ($253.20K), and J.P. Morgan Private Wealth Advisors LLC ($182.62K).

How much institutional selling is happening at iShares Russell 3000 ETF?

Institutional investors have sold a total of 7,864,038 shares in the last 24 months. This volume of shares sold represents approximately $1.98B in transactions.



This page (NYSEARCA:IWV) was last updated on 12/21/2024 by MarketBeat.com Staff
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