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iShares Russell 3000 ETF Institutional Ownership (NYSEARCA:IWV)

$175.63
+1.22 (+0.70 %)
(As of 10/22/2019 08:00 AM ET)
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Today's Range
$175.10
Now: $175.63
$175.69
50-Day Range
$168.07
MA: $173.70
$176.89
52-Week Range
$137.45
Now: $175.63
$177.70
Volume198,200 shs
Average Volume311,225 shs
Market Capitalization$9.73 billion
P/E RatioN/A
Dividend Yield1.80%
BetaN/A

Institutional Ownership

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

 

iShares Russell 3000 ETF (NYSEARCA IWV) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
10/21/2019Ballentine Partners LLC161,649$28.09M1.3%+1.2%0.292%
10/21/2019ETF Portfolio Partners Inc.7,663$1.33M0.8%-2.4%0.014%
10/21/2019Independence Bank of Kentucky4,013$0.70M0.5%+17.6%0.007%
10/21/2019Conservest Capital Advisors Inc.42,902$7.46M1.1%+3.7%0.077%
10/21/2019Calamos Wealth Management LLC132,325$22.99M3.1%-20.0%0.239%
10/21/2019Brinker Capital Inc.29,280$5.09M0.2%-0.6%0.053%
10/18/2019Whittier Trust Co.26,906$4.68M0.1%-1.0%0.049%
10/18/2019Stephens Inc. AR86,448$15.02M0.3%-9.9%0.156%
10/18/2019Whittier Trust Co. of Nevada Inc.18,713$3.25M0.2%-51.4%0.034%
10/18/2019Round Table Services LLC15,191$2.64M0.8%+5.5%0.027%
10/18/2019Integrated Capital Management Inc.8,670$1.51M1.3%+40.5%0.016%
10/18/2019Park Avenue Securities LLC49,254$8.56M0.4%N/A0.089%
10/17/2019Wedbush Securities Inc.2,200$0.38M0.0%-4.9%0.004%
10/17/2019Strategic Family Wealth Counselors L.L.C.2,674$0.47M0.4%-9.6%0.005%
10/17/2019Envestnet Asset Management Inc.221,244$38.45M0.0%-1.1%0.399%
10/17/2019Zhang Financial LLC12,412$2.16M0.9%-2.2%0.022%
10/17/2019Cordasco Financial Network6,723$1.17M1.1%-6.3%0.012%
10/17/2019Asset Dedication LLC4,145$0.72M0.2%-6.6%0.007%
10/17/2019Wealthcare Advisory Partners LLC1,625$0.28M0.0%-9.8%0.003%
10/17/2019Wealthcare Capital Management LLC12,993$2.26M0.3%+10.4%0.023%
10/16/2019Mission Wealth Management LP9,501$1.65M0.2%-0.9%0.017%
10/16/2019Vista Private Wealth Partners. LLC457$79K0.0%N/A0.001%
10/16/2019Birch Hill Investment Advisors LLC2,018$0.35M0.0%-3.8%0.004%
10/16/2019Planning Alternatives Ltd. ADV21,383$3.72M0.7%-6.3%0.039%
10/16/2019Signaturefd LLC3,528$0.61M0.1%N/A0.006%
10/16/2019CIBC Private Wealth Group LLC14,604$2.54M0.0%-3.7%0.026%
10/16/2019Massey Quick Simon & CO. LLC17,497$3.04M1.3%-5.0%0.032%
10/16/2019Financial Services Advisory Inc22,480$3.91M2.6%-5.7%0.041%
10/15/2019Simplex Trading LLC162$28K0.0%-59.1%0.000%
10/15/2019PrairieView Partners LLC2,669$0.46M0.1%N/A0.005%
10/15/2019Summit X LLC3,888$0.68M0.3%-3.3%0.007%
10/15/2019City Holding Co.4,517$0.79M0.2%+67.8%0.008%
10/15/2019Pflug Koory LLC904$0.16M0.1%-8.1%0.002%
10/11/2019Cumberland Advisors Inc.58,024$10.08M2.8%-3.4%0.105%
10/10/2019Winthrop Advisory Group LLC27,481$4.78M1.9%+1.5%0.050%
10/9/2019Tower View Investment Management & Research LLC29,915$5.20M4.3%-3.7%0.054%
10/9/2019Pure Financial Advisors Inc.4,628$0.80M0.1%-1.5%0.008%
10/9/2019Intercontinental Wealth Advisors LLC5,090$0.88M0.5%+727.6%0.009%
10/9/2019Stone House Investment Management LLC74,120$12.88M6.4%+9.3%0.134%
10/8/2019Ipswich Investment Management Co. Inc.38,251$6.65M2.1%+2.6%0.069%
10/8/2019Lowe Wealth Advisors LLC8,870$1.54M0.9%-4.7%0.016%
10/8/2019TIAA FSB212,373$36.90M0.2%-0.6%0.383%
10/8/2019Northstar Investment Advisors LLC3,094$0.53M0.1%-42.6%0.006%
10/7/2019Campbell Wealth Management42,813$7.44M1.7%+7.0%0.077%
10/7/2019Meridian Financial Partners LLC32,086$5.41M6.1%+4.7%0.058%
10/4/2019O Brien Wealth Partners LLC85,622$14.88M11.7%-6.6%0.154%
10/3/2019Stairway Partners LLC102,794$17.86M4.3%-0.1%0.186%
8/27/2019Rehmann Capital Advisory Group2,217$0.38M0.0%+12.2%0.004%
8/27/2019EP Wealth Advisors LLC15,813$2.73M0.2%-1.2%0.029%
8/20/2019New England Guild Wealth Advisors Inc.1,947$0.34M0.2%-13.6%0.004%
8/20/2019Cresset Asset Management LLC183,895$31.70M1.0%-0.8%0.338%
8/19/2019Colony Group LLC1,366$0.24M0.0%N/A0.003%
8/17/2019Kayne Anderson Rudnick Investment Management LLC5,951$1.03M0.0%-3.5%0.011%
8/17/2019Royal Bank of Canada154,150$26.57M0.0%-22.8%0.283%
8/17/2019UBS Group AG706,982$121.86M0.0%-7.9%1.300%
8/17/2019HM Payson & Co.2,265$0.39M0.0%N/A0.004%
8/17/2019Ladenburg Thalmann Financial Services Inc.114,467$19.74M0.1%+2.4%0.210%
8/17/2019Private Capital Group LLC2,490$0.40M0.1%+6.1%0.005%
8/16/2019Eaton Vance Management5,215$0.90M0.0%-2.8%0.010%
8/15/2019Cambridge Investment Research Advisors Inc.23,202$4M0.0%-3.5%0.043%
8/15/2019BRYN MAWR TRUST Co16,952$2.92M0.2%+11.4%0.031%
8/15/2019Sentinel Trust Co. LBA975,871$168.20M46.2%-4.1%1.794%
8/15/2019Doyle Wealth Management150$26K0.0%N/A0.000%
8/15/2019Wealth & Pension Services Group Inc.6,621$1.14M0.8%-6.2%0.012%
8/15/2019Regis Management CO LLC35,786$6.17M0.9%-0.4%0.066%
8/15/2019Victory Capital Management Inc.45,637$7.87M0.0%+80.2%0.084%
8/15/2019Jane Street Group LLC38,238$6.59M0.0%+10.1%0.070%
8/14/2019Citadel Advisors LLC43,026$7.42M0.0%+15.5%0.079%
8/14/2019Morgan Stanley612,642$105.60M0.0%-2.9%1.126%
8/14/2019AQR Capital Management LLC1,132,641$195.22M0.2%-21.6%2.082%
8/14/2019Bank of America Corp DE1,042,994$179.77M0.0%+2.8%1.917%
8/14/2019Baker Avenue Asset Management LP112,587$19.41M1.6%-0.8%0.207%
8/14/2019Assetmark Inc.2,044$0.35M0.0%-5.0%0.004%
8/14/2019Silvercrest Asset Management Group LLC27,890$4.81M0.0%-0.3%0.051%
8/14/2019Pathstone Family Office LLC553$95K0.0%-24.6%0.001%
8/14/2019Private Advisor Group LLC11,861$2.04M0.0%+4.4%0.022%
8/14/2019Johnson Investment Counsel Inc.42,682$7.36M0.2%-2.4%0.078%
8/14/2019Lido Advisors LLC28,352$4.89M0.4%-2.7%0.052%
8/13/2019Tower Research Capital LLC TRC41,095$7.08M0.5%-60.0%0.076%
8/13/2019Tiedemann Advisors LLC119,689$20.63M1.0%+3.6%0.220%
8/13/2019BlackRock Inc.386,588$66.63M0.0%+129.5%0.705%
8/13/2019RMB Capital Management LLC4,596$0.79M0.0%+92.6%0.008%
8/13/2019US Bancorp DE162,254$27.97M0.1%-1.7%0.298%
8/13/2019HighTower Advisors LLC142,206$24.52M0.1%+51.3%0.261%
8/13/2019United Capital Financial Advisers LLC139,977$24.13M0.2%-1.8%0.257%
8/13/2019Greenwood Capital Associates LLC50,672$8.72M2.2%+0.3%0.093%
8/13/2019Tolleson Wealth Management Inc.58,061$10.01M6.9%-6.1%0.107%
8/13/2019Captrust Financial Advisors59,122$10.19M0.4%-1.6%0.109%
8/13/2019Parametric Portfolio Associates LLC1,251$0.22M0.0%-12.5%0.002%
8/13/2019Moneta Group Investment Advisors LLC5,214$0.22M0.0%+317.8%0.010%
8/13/2019MML Investors Services LLC42,882$7.39M0.1%-29.1%0.079%
8/13/2019SCS Capital Management LLC4,021,465$693.14M23.9%-1.8%7.392%
8/13/2019D.A. Davidson & CO.5,310$0.92M0.0%N/A0.010%
8/13/2019Simmons Bank13,799$2.38M0.2%-0.6%0.025%
8/13/2019Northern Trust Corp1,053,209$181.53M0.0%-38.2%1.936%
8/13/2019IHT Wealth Management LLC5,030$0.87M0.1%-1.4%0.009%
8/13/2019Lowe Brockenbrough & Co. Inc.2,299$0.40M0.1%+22.9%0.004%
8/13/2019Warren Averett Asset Management LLC78,963$13.61M2.0%-2.1%0.145%
8/12/2019USA Financial Portformulas Corp7,522$1.25M0.6%+11.2%0.014%
8/12/2019Bronfman E.L. Rothschild L.P.64,005$11.03M0.8%-2.3%0.118%
(Data available from 1/1/2016 forward)
This page was last updated on 10/22/2019 by MarketBeat.com Staff

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