iShares Russell 3000 ETF (IWV) Institutional Ownership

$311.38

+3.63 (+1.18%)

(As of 07/26/2024 ET)

Stock Analysis Chart Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 327
Total Institutional Inflows (last 12 months): $1.18B

Number of Institutional Sellers (last 12 months): 315
Total Institutional Outflows (last 12 months): $1.04B

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IWV Institutional Buying and Selling by Quarter

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iShares Russell 3000 ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	McClarren Financial Advisors Inc.	2,160	$667K	0.5%	-79.8%	0.005%
7/26/2024	Simmons Bank	14,063	$4.34M	0.3%	-6.6%	0.031%
7/26/2024	Financial Connections Group Inc.	120	$37K	0.0%	N/A	0.000%
7/26/2024	Harbour Investments Inc.	1,154	$356K	0.0%	+6.6%	0.003%
7/26/2024	Cambridge Investment Research Advisors Inc.	17,261	$5.33M	0.0%	-4.7%	0.038%
7/26/2024	Evensky & Katz LLC	395,212	$121.99M	8.5%	-2.2%	0.863%
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7/26/2024	Allspring Global Investments Holdings LLC	35,121	$10.84M	0.0%	-16.4%	0.077%
7/26/2024	Tanglewood Wealth Management Inc.	99,410	$30.69M	3.8%	-7.1%	0.217%
7/26/2024	SlateStone Wealth LLC	2,343	$723K	0.1%	-2.1%	0.005%
7/26/2024	Bank of New York Mellon Corp	721,475	$222.70M	0.0%	-0.9%	1.575%
7/26/2024	IMA Advisory Services Inc.	6,799	$2.10M	0.5%	N/A	0.015%
7/26/2024	Proficio Capital Partners LLC	173,516	$53.56M	5.6%	-1.8%	0.379%
7/25/2024	Christopher J. Hasenberg Inc	81,860	$25.27M	11.4%	+19.5%	0.179%
7/25/2024	First Heartland Consultants Inc.	13,314	$4.11M	0.3%	-3.6%	0.029%
7/25/2024	Raymond James Trust N.A.	2,322	$717K	0.0%	-1.9%	0.005%
7/25/2024	Calamos Wealth Management LLC	160,388	$49.51M	2.6%	+3.1%	0.350%
7/25/2024	Independence Bank of Kentucky	6,088	$1.88M	0.5%	-5.0%	0.013%
7/25/2024	Tanager Wealth Management LLP	39,986	$12.34M	1.8%	-5.9%	0.087%
7/25/2024	Planning Alternatives Ltd. ADV	7,770	$2.40M	0.4%	-0.7%	0.017%
7/24/2024	Family Firm Inc.	856,336	$264.33M	30.0%	+313.7%	1.870%
7/24/2024	Rezny Wealth Management Inc.	650	$201K	0.1%	N/A	0.001%
7/24/2024	Everhart Financial Group Inc.	882	$272K	0.1%	N/A	0.002%
7/23/2024	Geneos Wealth Management Inc.	106,876	$32.99M	1.5%	-3.2%	0.233%
7/23/2024	1620 Investment Advisors Inc.	293	$90K	0.1%	N/A	0.001%
7/23/2024	Moss Adams Wealth Advisors LLC	40,825	$12.60M	1.7%	-2.0%	0.089%
7/23/2024	Philip James Wealth Mangement LLC	653	$202K	0.1%	N/A	0.001%
7/23/2024	Fifth Third Wealth Advisors LLC	2,899	$895K	0.1%	+33.1%	0.006%
7/23/2024	Diversified Portfolios Inc.	54,072	$16.69M	2.2%	-0.8%	0.118%
7/23/2024	Crescent Grove Advisors LLC	4,748	$1.47M	0.2%	N/A	0.010%
7/23/2024	XML Financial LLC	3,315	$1.02M	0.1%	+1.3%	0.007%
7/22/2024	Atria Wealth Solutions Inc.	7,578	$2.34M	0.0%	-11.0%	0.017%
7/22/2024	Fifth Third Bancorp	76,955	$23.75M	0.1%	-5.5%	0.168%
7/22/2024	Veracity Capital LLC	751	$232K	0.1%	N/A	0.002%
7/20/2024	First Horizon Advisors Inc.	42,644	$13.16M	0.4%	+2.2%	0.093%
7/20/2024	Raymond James Financial Services Advisors Inc.	64,401	$19.88M	0.0%	-5.3%	0.141%
7/19/2024	Chesley Taft & Associates LLC	4,523	$1.40M	0.1%	-1.6%	0.010%
7/19/2024	Vista Investment Partners LLC	980	$302K	0.1%	N/A	0.002%
7/19/2024	Raymond James & Associates	24,723	$7.63M	0.0%	-11.0%	0.054%
7/19/2024	Summit Financial Strategies Inc.	1,241	$383K	0.0%	-19.9%	0.003%
7/19/2024	ARS Wealth Advisors Group LLC	1,019	$315K	0.0%	-31.4%	0.002%
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7/19/2024	Meridian Financial Partners LLC	6,635	$2.09M	1.2%	N/A	0.014%
7/19/2024	Well Done LLC	2,782	$859K	0.2%	+134.2%	0.006%
7/19/2024	E&G Advisors LP	3,002	$927K	0.3%	N/A	0.007%
7/18/2024	Saxon Interests Inc.	7,623	$2.35M	1.1%	-9.5%	0.017%
7/18/2024	Brookstone Capital Management	58,386	$18.54M	0.3%	-29.2%	0.127%
7/18/2024	Pure Financial Advisors LLC	3,797	$1.17M	0.0%	-0.9%	0.008%
7/18/2024	17 Capital Partners LLC	1,154	$356K	0.3%	+7.9%	0.003%
7/18/2024	Winthrop Advisory Group LLC	18,942	$5.85M	0.8%	+0.5%	0.041%
7/18/2024	Silver Lake Advisory LLC	9,680	$2.99M	0.5%	N/A	0.021%
7/17/2024	Manchester Financial Inc.	5,051	$1.56M	0.4%	-3.7%	0.011%
7/17/2024	AlphaMark Advisors LLC	947	$292K	0.1%	-6.5%	0.002%
7/17/2024	West Paces Advisors Inc.	19,149	$5.91M	1.5%	+1,393.7%	0.042%
7/17/2024	Country Club Bank	12,387	$3.84M	0.3%	-1.3%	0.027%
7/17/2024	AdvisorNet Financial Inc	721	$222K	0.0%	-18.5%	0.002%
7/16/2024	Envestnet Portfolio Solutions Inc.	4,957	$1.53M	0.0%	-5.4%	0.011%
7/16/2024	GPS Wealth Strategies Group LLC	821	$253K	0.0%	+4.9%	0.002%
7/16/2024	ORG Partners LLC	152	$47K	0.0%	N/A	0.000%
7/16/2024	Wealth Enhancement Advisory Services LLC	15,121	$4.67M	0.0%	+23.5%	0.033%
7/16/2024	Ipswich Investment Management Co. Inc.	37,287	$11.51M	2.7%	-0.9%	0.081%
7/16/2024	Mason & Associates LLC	2,082	$643K	0.2%	N/A	0.005%
7/16/2024	JFS Wealth Advisors LLC	36,736	$11.34M	0.9%	-3.2%	0.080%
7/16/2024	Sequoia Financial Advisors LLC	2,254	$696K	0.0%	+2.0%	0.005%
7/15/2024	Aspiriant LLC	26,362	$8.14M	0.3%	-0.3%	0.058%
7/15/2024	AHL Investment Management Inc.	768	$237K	0.2%	-18.0%	0.002%
7/15/2024	ETF Portfolio Partners Inc.	5,277	$1.63M	0.5%	+0.8%	0.012%
7/13/2024	Evanson Asset Management LLC	1,406	$434K	0.0%	-5.6%	0.003%
7/12/2024	Sax Wealth Advisors LLC	10,023	$3.09M	0.3%	-2.4%	0.022%
7/12/2024	Tlwm	290,276	$89.60M	19.3%	+0.9%	0.634%
7/12/2024	Lion Street Advisors LLC	1,625	$502K	0.2%	+20.4%	0.004%
7/12/2024	City Holding Co.	9,046	$2.79M	0.4%	-4.1%	0.020%
7/11/2024	U.S. Capital Wealth Advisors LLC	9,159	$2.83M	0.1%	+2.5%	0.020%
7/11/2024	Canandaigua National Bank & Trust Co.	3,753	$1.16M	0.1%	N/A	0.008%
7/11/2024	Strategic Advocates LLC	785	$242K	0.1%	-24.2%	0.002%
7/10/2024	Simplicity Wealth LLC	3,992	$1.23M	0.0%	-4.1%	0.009%
7/10/2024	Valeo Financial Advisors LLC	14,295	$4.41M	0.1%	-1.7%	0.031%
7/10/2024	MPS Loria Financial Planners LLC	15,855	$4.89M	1.6%	-0.4%	0.035%
7/10/2024	Epiq Partners LLC	33,362	$10.30M	7.0%	+12.5%	0.073%
7/10/2024	CWM LLC	35,009	$10.81M	0.1%	-1.1%	0.076%
7/10/2024	Apella Capital LLC	6,422	$2.02M	0.1%	-0.5%	0.014%
7/9/2024	Lowe Wealth Advisors LLC	4,616	$1.43M	0.6%	-4.2%	0.010%
7/9/2024	Mather Group LLC.	1,403	$421K	0.0%	N/A	0.003%
7/2/2024	Massmutual Trust Co. FSB ADV	365	$113K	0.0%	N/A	0.001%
7/2/2024	Stairway Partners LLC	71,158	$21.96M	1.7%	-3.5%	0.155%
7/2/2024	Red Spruce Capital LLC	2,907	$897K	0.4%	-53.3%	0.006%
6/6/2024	Westwood Holdings Group Inc.	1,483	$445K	0.0%	-4.8%	0.003%
5/24/2024	Cetera Advisors LLC	12,419	$3.73M	0.0%	-18.1%	0.027%
5/24/2024	Cetera Investment Advisers	66,913	$20.08M	0.0%	+217.1%	0.146%
5/22/2024	BigSur Wealth Management LLC	35,000	$10.50M	3.3%	-4.1%	0.076%
5/21/2024	Atria Investments Inc	8,255	$2.48M	0.0%	+104.1%	0.018%
5/21/2024	Sanibel Captiva Trust Company Inc.	675	$203K	0.0%	N/A	0.001%
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5/17/2024	Citizens Financial Group Inc. RI	13,860	$4.16M	0.1%	-0.3%	0.030%
5/17/2024	XML Financial LLC	3,272	$982K	0.1%	-1.7%	0.007%
5/17/2024	William Howard & Co Financial Advisors Inc	17,975	$5.39M	5.1%	N/A	0.039%
5/17/2024	Jaffetilchin Investment Partners LLC	5,439	$1.63M	0.1%	-88.8%	0.012%
5/17/2024	Comerica Bank	81,675	$24.51M	0.1%	-6.0%	0.178%
5/17/2024	DCM Advisors LLC	755	$227K	0.1%	-39.8%	0.002%
5/16/2024	California State Teachers Retirement System	1,323	$397K	0.0%	N/A	0.003%
5/16/2024	B. Riley Wealth Advisors Inc.	2,456	$737K	0.0%	+15.3%	0.005%
5/16/2024	Vawter Financial Ltd.	1,548	$465K	0.3%	-2.3%	0.003%
5/16/2024	Waverly Advisors LLC	189,493	$56.86M	1.3%	+103.3%	0.414%

(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, 688 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 First Republic Investment Management Inc. ($165.31M).Learn more on IWV's institutional investors.
Which institutional investors have been buying iShares Russell 3000 ETF stock?: Of the 542 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: First Republic Investment Management Inc. ($1.27M), International Assets Investment Management LLC ($672.95K), Family Firm Inc. ($656.25K), Vaughan Nelson Investment Management L.P. ($373.74K), Corient Private Wealth LLC ($347.10K), Keybank National Association OH ($340.55K), and Bank of Montreal Can ($235.43K).
How much institutional buying is happening at iShares Russell 3000 ETF?: Institutional investors have bought a total of 10,295,691 shares in the last 24 months. This purchase volume represents approximately $2.49B in transactions.

Which iShares Russell 3000 ETF major shareholders have been selling company stock?: Of the 432 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. ($1.74M), Ameriprise Financial Inc. ($699.42K), EP Wealth Advisors LLC ($630.38K), New York State Common Retirement Fund ($440.18K), Vaughan Nelson Investment Management L.P. ($431.61K), Corient Private Wealth LLC ($341.88K), 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 8,666,804 shares in the last 24 months. This volume of shares sold represents approximately $2.11B in transactions.