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iShares Russell 3000 ETF (IWV) Institutional Ownership

iShares Russell 3000 ETF logo
$341.94 +3.18 (+0.94%)
As of 01/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
310
Total
Institutional Inflows
(last 12 months)
$1.25B
Number of
Institutional Sellers
(last 12 months)
309
Total
Institutional Outflows
(last 12 months)
$802.83M
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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
1/17/2025 Veracity Capital LLC967$323K0.1%+30.5%0.002%
1/17/2025 Avior Wealth Management LLC127$43K0.0%+126.8%0.000%
1/17/2025 Mutual Advisors LLC3,344$1.13M0.0%-8.0%0.007%
1/17/2025 Wesbanco Bank Inc.634$212K0.0%-59.9%0.001%
1/17/2025 Janney Montgomery Scott LLC5,722$1.91M0.0%+22.7%0.012%
1/17/2025 Finley Financial LLC70,872$24.02M12.5%N/A0.155%
1/17/2025 Dakota Wealth Management6,732$2.25M0.1%+0.7%0.015%
1/17/2025 XML Financial LLC3,245$1.09M0.1%-1.4%0.007%
1/17/2025 Simon Quick Advisors LLC11,853$3.96M0.2%-2.2%0.026%
1/17/2025 Red Spruce Capital LLC3,072$1.03M0.5%+8.6%0.007%
1/16/2025 Aspiriant LLC28,229$9.44M0.3%+8.3%0.062%
1/16/2025 Chesapeake Wealth Management12,065$4.03M1.4%-7.3%0.026%
1/16/2025 Ballentine Partners LLC168,440$56.30M1.0%+0.0%0.368%
1/16/2025 Pure Financial Advisors LLC3,664$1.23M0.0%+1.3%0.008%
1/16/2025 Corundum Group Inc.745$249K0.1%N/A0.002%
1/16/2025 City Holding Co.8,765$2.93M0.4%-1.8%0.019%
1/15/2025 Moss Adams Wealth Advisors LLC38,327$12.81M1.4%-2.3%0.084%
1/15/2025 HB Wealth Management LLC84,327$28.19M0.3%-1.1%0.184%
1/15/2025 Sax Wealth Advisors LLC9,556$3.19M0.2%-2.5%0.021%
1/15/2025 Merit Financial Group LLC2,014$673K0.0%N/A0.004%
1/15/2025 Grant GrossMendelsohn LLC1,135$379K0.2%+3.2%0.002%
1/15/2025 Saxon Interests Inc.5,634$1.88M0.8%-25.0%0.012%
1/15/2025 Procyon Advisors LLC2,504$837K0.1%+23.1%0.005%
1/15/2025 Tallon Kerry Patrick22,809$7.61M7.3%N/A0.050%
1/14/2025 Sebold Capital Management Inc.802$268K0.2%-10.7%0.002%
1/14/2025 MPS Loria Financial Planners LLC16,051$5.37M1.6%+0.9%0.035%
1/14/2025 USA Financial Formulas2,905$971K0.2%-5.1%0.006%
1/14/2025 CHURCHILL MANAGEMENT Corp49,786$16.64M0.2%-1.6%0.109%
1/14/2025 Christopher J. Hasenberg Inc56,195$18.78M7.6%-37.8%0.123%
1/14/2025 Meridian Financial Partners LLC6,497$2.17M1.1%-1.7%0.014%
1/14/2025 Park Avenue Securities LLC2,250$752K0.0%+64.0%0.005%
1/14/2025 Tlwm294,384$98.40M19.4%+0.6%0.643%
1/14/2025 Signal Advisors Wealth LLC1,024$342K0.0%N/A0.002%
1/13/2025 Unique Wealth LLC620$207K0.0%N/A0.001%
1/13/2025 Salem Investment Counselors Inc.330$110K0.0%-32.7%0.001%
1/13/2025 Brookstone Capital Management63,103$21.09M0.3%+5.3%0.138%
1/13/2025 Winthrop Advisory Group LLC19,420$6.49M0.7%+0.6%0.042%
1/10/2025 Graypoint LLC3,188$1.07M0.1%-2.4%0.007%
1/10/2025 Lowe Wealth Advisors LLC3,780$1.26M0.5%-11.9%0.008%
1/10/2025 Wealth Enhancement Advisory Services LLC32,769$10.71M0.0%+128.6%0.072%
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1/8/2025 International Assets Investment Management LLC2,586$863K0.0%-99.7%0.006%
1/8/2025 Sterneck Capital Management LLC716$239K0.1%-40.4%0.002%
1/6/2025 Canandaigua National Bank & Trust Co.3,846$1.29M0.1%+3.2%0.008%
1/6/2025 Stairway Partners LLC65,508$21.90M1.4%-4.6%0.143%
12/26/2024JPMorgan Chase & Co.451,720$147.59M0.0%-14.7%0.986%
12/13/2024B. Riley Wealth Advisors Inc.2,021$660K0.0%-2.7%0.004%
11/27/2024Franklin Resources Inc.134,171$44.65M0.0%-1.9%0.293%
11/25/2024Synovus Financial Corp6,793$2.22M0.0%+1.6%0.015%
11/25/2024Cim Investment Management Inc.755$247K0.1%-4.6%0.002%
11/25/2024Wilmington Savings Fund Society FSB23,738$7.76M0.1%+106.2%0.052%
11/25/2024World Investment Advisors LLC3,321$1.09M0.0%+6.7%0.007%
11/25/2024Sanctuary Advisors LLC4,344$1.49M0.0%-14.1%0.009%
11/22/2024Stock Yards Bank & Trust Co.2,432$795K0.0%-14.1%0.005%
11/18/2024Rehmann Capital Advisory Group1,384$452K0.0%N/A0.003%
11/18/2024Sunbelt Securities Inc.136$44K0.0%+36.0%0.000%
11/18/2024Empire Financial Management Company LLC863$282K0.1%+5.6%0.002%
11/18/2024Gould Capital LLC1,190$389K0.3%+7.9%0.003%
11/15/2024M&T Bank Corp14,404$4.71M0.0%-56.1%0.031%
11/15/2024MML Investors Services LLC18,201$5.95M0.0%-26.7%0.040%
11/15/2024First National Bank of Omaha7,902$2.58M0.2%-0.9%0.017%
11/15/2024Dunhill Financial LLC6,467$2.11M1.1%-1.2%0.014%
11/15/2024Orion Portfolio Solutions LLC20,659$6.75M0.1%-0.5%0.045%
11/15/2024Zacks Investment Management7,108$2.32M0.0%-8.0%0.016%
11/15/2024EP Wealth Advisors LLC15,509$5.07M0.0%+4.0%0.034%
11/15/2024Kovitz Investment Group Partners LLC1,463$478K0.0%+26.6%0.003%
11/15/2024Stifel Financial Corp19,942$6.52M0.0%+1.0%0.044%
11/15/2024HighTower Advisors LLC310,278$101.39M0.1%-1.2%0.677%
11/15/2024Benjamin Edwards Inc.3,482$1.14M0.0%N/A0.008%
11/14/2024Captrust Financial Advisors244,475$79.88M0.2%+1.6%0.534%
11/14/2024Atlantic Union Bankshares Corp643$210K0.0%N/A0.001%
11/14/2024Rockefeller Capital Management L.P.66,812$21.83M0.1%-0.4%0.146%
11/14/2024Hantz Financial Services Inc.100,582$32.86M0.6%-3.5%0.220%
11/14/2024Financial Counselors Inc.4,290$1.40M0.0%+3.4%0.009%
11/14/2024Fiduciary Trust Co23,244$7.60M0.1%-4.3%0.051%
11/14/2024Stone House Investment Management LLC15,746$5.15M1.1%N/A0.034%
11/13/2024Glenmede Trust Co. NA29,738$9.72M0.0%-0.7%0.065%
11/13/2024Townsquare Capital LLC4,696$1.53M0.0%-7.2%0.010%
11/13/2024Cadence Bank682$223K0.0%N/A0.001%
11/13/2024BNP Paribas Financial Markets509$166K0.0%-12.1%0.001%
11/13/2024Avestar Capital LLC4,052$1.32M0.1%+29.5%0.009%
11/13/2024FMR LLC52,583$17.18M0.0%+1.6%0.115%
11/13/2024D.A. Davidson & CO.4,630$1.51M0.0%+1.4%0.010%
11/13/2024Bank of Montreal Can101,722$33.12M0.0%-14.9%0.222%
11/13/2024Truvestments Capital LLC101$33K0.0%N/A0.000%
11/13/2024Davis R M Inc.159,477$52.11M1.0%-0.5%0.348%
11/13/2024Estate Counselors LLC5,935$1.94M0.2%-24.9%0.013%
11/12/2024Crewe Advisors LLC1,232$403K0.0%-38.6%0.003%
11/12/2024Truepoint Inc.60,739$19.85M0.5%-1.5%0.133%
11/12/2024Pitcairn Co.558,944$182.62M10.8%+7.8%1.220%
11/12/2024One Charles Private Wealth Services LLC657$215K0.1%-18.0%0.001%
Media Humiliated: Demo of Elon’s Tech Proves They’re Wrong (Ad)

Elon Musk believes his new AI product will be worth an incredible $9 trillion. But the mainstream media is not buying it.

Click here to watch this demo and decide for yourself.
11/12/2024Kingsview Wealth Management LLC11,195$3.66M0.1%+706.6%0.024%
11/12/2024Cerity Partners LLC61,176$19.99M0.0%-52.5%0.134%
11/12/2024Optivise Advisory Services LLC3,138$1.03M0.5%N/A0.007%
11/12/2024Financial Council LLC15,758$5.15M2.7%-0.8%0.034%
11/12/2024Nwam LLC908$297K0.0%N/A0.002%
11/12/2024Meridian Wealth Management LLC1,322$432K0.0%N/A0.003%
11/12/2024GM Advisory Group LLC182,268$59.55M3.6%+3.1%0.398%
11/12/2024Planning Alternatives Ltd. ADV7,718$2.52M0.4%-0.7%0.017%
11/12/2024AlphaCore Capital LLC161,802$52.87M11.9%-12.1%0.353%
11/9/2024LPL Financial LLC469,157$153.29M0.1%+3.0%1.024%
(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, 699 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), Family Firm Inc. ($264.33M), Bank of America Corp DE ($250.61M), Bank of New York Mellon Corp ($222.70M), and Pitcairn Co. ($182.62M).Learn more on IWV's institutional investors.

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

Of the 510 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 9,970,030 shares in the last 24 months. This purchase volume represents approximately $2.61B in transactions.

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

Of the 456 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), 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), and New York State Common Retirement Fund ($253.20K).

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

Institutional investors have sold a total of 8,793,804 shares in the last 24 months. This volume of shares sold represents approximately $2.30B in transactions.



This page (NYSEARCA:IWV) was last updated on 1/21/2025 by MarketBeat.com Staff
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