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iShares Russell 3000 ETF (IWV) Institutional Ownership

iShares Russell 3000 ETF logo
$341.61 -6.54 (-1.88%)
As of 02/21/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Russell 3000 ETF (NYSEARCA:IWV)

Number of
Institutional Buyers
(last 12 months)
386
Total
Institutional Inflows
(last 12 months)
$5.60B
Number of
Institutional Sellers
(last 12 months)
337
Total
Institutional Outflows
(last 12 months)
$1.02B
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IWV Institutional Buying and Selling by Quarter

iShares Russell 3000 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/21/2025Gould Capital LLC1,289$431K0.3%+8.3%0.003%
2/21/2025AlphaCore Capital LLC139,422$46.60M10.1%-13.8%0.305%
2/18/2025 Vise Technologies Inc.4,032$1.35M0.1%N/A0.009%
2/18/2025 Focus Partners Advisor Solutions LLC9,436$3.15M0.1%-31.4%0.021%
2/18/2025 First Heartland Consultants Inc.27,555$9.21M0.9%-39.7%0.060%
2/17/2025 Waverly Advisors LLC152,237$50.89M0.8%+6.8%0.332%
2/17/2025 WBI Investments LLC14,995$5.01M1.3%+5.2%0.033%
2/17/2025 Westwood Holdings Group Inc.2,112$706K0.0%+42.4%0.005%
2/17/2025 Two Sigma Investments LP27,700$9.26M0.0%N/A0.060%
2/17/2025 Triune Financial Partners LLC18,131$6.06M1.9%-3.4%0.040%
2/17/2025 Stonebrook Private Inc.935$313K0.1%N/A0.002%
2/17/2025 Silvercrest Asset Management Group LLC26,630$8.90M0.1%-8.1%0.058%
2/17/2025 Royal Bank of Canada118,845$39.72M0.0%+27.4%0.259%
2/17/2025 Quantinno Capital Management LP12,709$4.25M0.0%N/A0.028%
2/17/2025 Pathstone Holdings LLC26,187$8.75M0.0%+6.6%0.057%
2/17/2025 London Co. of Virginia283$95K0.0%+3,437.5%0.001%
2/17/2025 Laird Norton Wetherby Wealth Management LLC21,020$7.03M0.3%-0.7%0.046%
2/17/2025 Geller Advisors LLC6,580$2.20M0.1%-57.2%0.014%
2/17/2025 Ground Swell Capital LLC1,676$560K0.8%N/A0.004%
2/17/2025 Focus Partners Wealth364,527$124.02M0.3%-2.4%0.796%
2/17/2025 Evensky & Katz LLC378,769$126.60M8.3%-2.9%0.827%
2/17/2025 Clark Capital Management Group Inc.40,212$13.44M0.1%N/A0.088%
2/17/2025 Dunhill Financial LLC6,800$2.27M1.1%+5.1%0.015%
2/17/2025 EP Wealth Advisors LLC15,041$5.03M0.0%-3.0%0.033%
2/17/2025 CoreCap Advisors LLC1,643$549K0.0%+28.7%0.004%
2/17/2025 Cresset Asset Management LLC105,201$35.16M0.2%-28.8%0.230%
2/17/2025 Cetera Investment Advisers88,452$29.57M0.1%+38.1%0.193%
2/17/2025 Blue Capital Inc.2,300$769K0.5%N/A0.005%
2/17/2025 Cahill Financial Advisors Inc.8,979$3.00M0.4%+7.4%0.020%
2/17/2025 Captrust Financial Advisors237,306$79.32M0.2%-2.9%0.518%
2/17/2025 Brown Advisory Inc.37,249$12.45M0.0%-8.5%0.081%
2/17/2025 Baird Financial Group Inc.20,293$6.78M0.0%+0.5%0.044%
2/17/2025 Bakala Capital LLC6,012$2.01M12.1%N/A0.013%
2/17/2025 Bank of America Corp DE1,018,709$340.50M0.0%+7.9%2.224%
2/17/2025 Benjamin Edwards Inc.3,421$1.14M0.0%-1.8%0.007%
2/17/2025 BIP Wealth LLC4,437$1.48M0.1%-1.9%0.010%
2/17/2025 BNP Paribas Financial Markets393,373$131.49M0.1%+77,183.5%0.859%
2/17/2025 Ameriprise Financial Inc.451,546$150.67M0.0%+0.8%0.986%
2/17/2025 Aptus Capital Advisors LLC5,659$1.89M0.0%+7.6%0.012%
2/17/2025 AlTi Global Inc.46,007$15.38M0.4%+0.5%0.100%
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2/14/2025 Pennington Partners & CO. LLC103,270$34.52M17.1%N/A0.225%
2/14/2025 Mercer Global Advisors Inc. ADV203,726$68.10M0.2%+26.8%0.445%
2/14/2025 UNC Management Company Inc.575,639$192.41M19.3%+0.3%1.257%
2/14/2025 Rehmann Capital Advisory Group1,651$552K0.0%+19.3%0.004%
2/14/2025 Comerica Bank95,836$32.03M0.1%-1.7%0.209%
2/14/2025 Lido Advisors LLC266,950$89.23M0.4%+691.5%0.583%
2/14/2025 Northern Trust Corp1,153,860$385.68M0.1%+7.7%2.519%
2/14/2025 Beacon Pointe Advisors LLC25,401$8.49M0.1%+255.3%0.055%
2/14/2025 Tudor Investment Corp ET AL5,342$1.79M0.0%N/A0.012%
2/14/2025 Earnest Partners LLC1,932$646K0.0%N/A0.004%
2/14/2025 Betterment LLC2,864$957K0.0%+11.9%0.006%
2/14/2025 Johnson Financial Group Inc.1,141$393K0.0%-4.3%0.002%
2/14/2025 SCS Capital Management LLC1,745,318$583.37M12.0%-10.4%3.811%
2/14/2025 Kovitz Investment Group Partners LLC1,289$431K0.0%-11.9%0.003%
2/14/2025 Empire Financial Management Company LLC734$245K0.1%-14.9%0.002%
2/14/2025 Integrated Wealth Concepts LLC5,480$1.83M0.0%+8.7%0.012%
2/14/2025 Burling Wealth Partners LLC750$251K0.1%N/A0.002%
2/14/2025 Evercore Wealth Management LLC4,192$1.40M0.0%-1.8%0.009%
2/14/2025 Fuller & Thaler Asset Management Inc.5,910$1.98M0.0%N/A0.013%
2/14/2025 Hsbc Holdings PLC2,955$988K0.0%-2.6%0.006%
2/14/2025 IHT Wealth Management LLC4,686$1.57M0.1%+3.3%0.010%
2/14/2025 Stifel Financial Corp26,920$9.00M0.0%+35.0%0.059%
2/14/2025 OneDigital Investment Advisors LLC1,254$419K0.0%-22.3%0.003%
2/14/2025 Trajan Wealth LLC70,598$23.60M1.3%-2.6%0.154%
2/14/2025 MML Investors Services LLC14,698$4.91M0.0%-19.2%0.032%
2/14/2025 Cornerstone Capital Inc.1,452$485K0.1%-2.4%0.003%
2/14/2025 Curi RMB Capital LLC8,011$2.68M0.1%-27.4%0.017%
2/14/2025 Decatur Capital Management Inc.672$225K0.1%N/A0.001%
2/14/2025 Fiduciary Management Inc. WI1,965$657K0.0%N/A0.004%
2/14/2025 GeoWealth Management LLC6,203$2.07M0.1%+31.5%0.014%
2/14/2025 Commerce Bank158,258$52.90M0.3%-2.0%0.346%
2/14/2025 Cramer Rosenthal Mcglynn LLC1,743$583K0.0%N/A0.004%
2/13/2025 MSH Capital Advisors LLC1,902$636K0.2%N/A0.004%
2/13/2025 Zacks Investment Management35,609$11.90M0.1%+401.0%0.078%
2/13/2025 NewEdge Advisors LLC13,571$4.54M0.0%+484.7%0.030%
2/13/2025 Twin Focus Capital Partners LLC12,395$4.14M0.6%-1.0%0.027%
2/13/2025 Evergreen Capital Management LLC2,097$701K0.0%-12.5%0.005%
2/13/2025 United Capital Financial Advisors LLC45,517$15.21M0.1%-2.4%0.099%
2/13/2025 Montag & Caldwell LLC666$223K0.0%N/A0.001%
2/13/2025 Campion Asset Management722$241K0.2%-4.2%0.002%
2/13/2025 Defined Financial Planning LLC721$241K0.3%N/A0.002%
2/13/2025 Cahaba Wealth Management Inc.3,350$1.12M0.1%-1.0%0.007%
2/13/2025 Mariner LLC80,220$26.81M0.0%+2.3%0.175%
2/13/2025 Stone House Investment Management LLC14,482$4.84M1.2%-8.0%0.032%
2/13/2025 Fiducient Advisors LLC3,055$1.02M0.1%-67.6%0.007%
2/13/2025 Synovus Financial Corp6,755$2.26M0.0%-0.6%0.015%
2/13/2025 Townsquare Capital LLC4,768$1.59M0.0%+1.5%0.010%
2/13/2025 Aquire Wealth Advisors LLC13,871$4.64M1.4%-4.4%0.030%
2/13/2025 Rockefeller Capital Management L.P.59,646$19.94M0.1%-10.7%0.130%
2/13/2025 Sterling Capital Management LLC12,242$4.09M0.1%+3.4%0.027%
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2/13/2025 KDK Private Wealth Management LLC42,329$14.15M14.7%N/A0.092%
2/13/2025 Family Office Research LLC10,420$3.48M1.5%N/A0.023%
2/13/2025 Argent Trust Co629$210K0.0%N/A0.001%
2/13/2025 Legacy Financial Advisors Inc.872$291K0.0%-40.8%0.002%
2/13/2025 Bessemer Group Inc.165,850$55.44M0.1%-4.2%0.362%
2/13/2025 Raymond James Financial Inc.121,667$40.67M0.0%N/A0.266%
2/13/2025 Advisory Services Network LLC21,235$7.10M0.1%+2.9%0.046%
2/13/2025 Sand Hill Global Advisors LLC9,931$3.32M0.1%-2.3%0.022%
2/13/2025 Renaissance Technologies LLC11,300$3.78M0.0%+98.2%0.025%
2/13/2025 Bank of Montreal Can104,574$34.95M0.0%+2.8%0.228%
(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, 769 institutional investors and hedge funds held shares of iShares Russell 3000 ETF. The most heavily invested institutionals were Brooklyn FI LLC ($1.58B), SCS Capital Management LLC ($583.37M), Northern Trust Corp ($385.68M), Bank of America Corp DE ($340.50M), Morgan Stanley ($299.53M), JPMorgan Chase & Co. ($201.88M), and UNC Management Company Inc. ($192.41M).Learn more on IWV's institutional investors.

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

Of the 577 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: Proficio Capital Partners LLC ($6.73M), Brooklyn FI LLC ($4.66M), International Assets Investment Management LLC ($1.50M), Family Firm Inc. ($656.25K), Strategic Financial Concepts LLC ($459.39K), BNP Paribas Financial Markets ($392.86K), and Corient Private Wealth LLC ($347.10K).

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

Institutional investors have bought a total of 21,139,391 shares in the last 24 months. This purchase volume represents approximately $6.68B in transactions.

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

Of the 483 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), International Assets Investment Management LLC ($827.20K), Family Firm Inc. ($714.18K), Ameriprise Financial Inc. ($699.42K), EP Wealth Advisors LLC ($630.83K), Corient Private Wealth LLC ($354.26K), and Vaughan Nelson Investment Management L.P. ($311.09K).

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

Institutional investors have sold a total of 9,765,783 shares in the last 24 months. This volume of shares sold represents approximately $2.65B in transactions.


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This page (NYSEARCA:IWV) was last updated on 2/22/2025 by MarketBeat.com Staff
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