NYSEARCA:IWV

iShares Russell 3000 ETF Institutional Ownership

$261.69
+0.60 (+0.23 %)
(As of 07/26/2021 12:00 AM ET)
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Today's Range
$260.85
$261.69
50-Day Range
$244.59
$261.69
52-Week Range
$186.62
$261.69
Volume81,542 shs
Average Volume150,868 shs
Market Capitalization$12.08 billion
P/E RatioN/A
Dividend Yield1.08%
BetaN/A

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

 

Institutional Buying and Selling by Quarter


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

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
7/23/2021Independence Bank of Kentucky7,020$1.80M0.8%+16.7%0.015%
7/22/2021Wealth CMT72,204$18.48M12.0%+0.1%0.156%
7/21/2021Meridian Financial Partners LLC37,843$9.70M6.6%+4.2%0.082%
7/21/2021TIAA FSB176,200$45.09M0.2%-0.7%0.381%
7/21/2021Family Firm Inc.232,971$59.62M16.2%-0.3%0.504%
7/20/2021SOL Capital Management CO1,417$0.36M0.1%-3.7%0.003%
7/19/2021SkyOak Wealth LLC3,734$0.96M0.3%-5.4%0.008%
7/17/2021Brookstone Capital Management6,975$1.81M0.0%N/A0.015%
7/15/2021ETF Portfolio Partners Inc.5,116$1.31M0.5%+0.8%0.011%
7/15/2021Pflug Koory LLC872$0.22M0.1%N/A0.002%
7/13/2021Prosperity Planning Inc.4,210$1.08M0.7%-12.4%0.009%
7/9/2021Pure Financial Advisors Inc.3,770$0.97M0.1%-1.9%0.008%
7/6/2021Summit Financial Group Inc.875$0.22M0.1%-62.3%0.002%
6/17/2021Geneos Wealth Management Inc.123,803$30.91M0.9%-0.6%0.266%
6/10/2021Lokken Investment Group LLC5,689$1.35M1.2%-0.7%0.012%
6/5/2021Advisory Services Network LLC4,024$0.96M0.0%-2.9%0.009%
5/29/2021Warren Averett Asset Management LLC19,969$4.94M0.5%-10.2%0.043%
5/26/2021New South Capital Management Inc.23,640$5.61M0.2%-7.9%0.051%
5/22/2021Tectonic Advisors LLC300$71K0.0%+50.0%0.001%
5/21/2021Colony Group LLC1,713$0.41M0.0%+3.9%0.004%
5/20/2021Rockbridge Investment Management LCC5,521$1.31M0.2%-1.5%0.012%
5/20/2021tru Independence LLC2,570$0.61M0.1%N/A0.006%
5/19/2021Baker Tilly Wealth Management LLC14,685$3.48M0.7%+10.1%0.032%
5/19/2021ARS Wealth Advisors LLC8,530$2.02M0.4%-6.4%0.018%
5/19/2021Fiduciary Trust Co.32,857$7.79M0.2%-0.7%0.071%
5/19/2021Rinet Co LLC8,156$1.94M0.4%-20.1%0.018%
5/18/2021Homrich & Berg3,755$0.89M0.0%+6.7%0.008%
5/18/2021Cornerstone Capital Inc.993$0.24M0.0%+4.5%0.002%
5/18/2021Morgan Stanley601,919$142.79M0.0%+2.9%1.304%
5/18/2021First Heartland Consultants Inc.10,722$2.54M0.4%+6.8%0.023%
5/18/2021Court Place Advisors LLC4,072$0.97M0.3%-7.6%0.009%
5/18/2021Glenmede Trust Co. NA35,310$8.38M0.0%-2.5%0.077%
5/18/2021Capital Analysts LLC3,505$0.83M0.1%-3.9%0.008%
5/18/2021Ameritas Investment Company LLC856$0.20M0.0%N/A0.002%
5/18/2021Beacon Pointe Advisors LLC37,978$9.01M0.6%-0.8%0.082%
5/17/2021Sentinel Trust Co. LBA223,369$52.99M9.4%+6.7%0.484%
5/17/2021EP Wealth Advisors LLC9,991$2.37M0.1%-8.0%0.022%
5/17/2021Royal Bank of Canada75,676$17.95M0.0%-4.1%0.164%
5/17/2021Veritable L.P.12,700$3.01M0.1%-6.9%0.028%
5/17/2021Derby & Company Inc.144,699$34.33M7.7%+3.5%0.314%
5/17/2021Hemenway Trust Co LLC1,300$0.31M0.0%-13.3%0.003%
5/17/2021Captrust Financial Advisors48,730$11.56M0.1%+11.6%0.106%
5/17/2021Ameriprise Financial Inc.757,009$180.30M0.1%-6.6%1.640%
5/17/2021HRT Financial LP6,795$1.61M0.0%+9.5%0.015%
5/17/2021Kayne Anderson Rudnick Investment Management LLC5,860$1.39M0.0%-2.1%0.013%
5/17/2021Goldman Sachs Group Inc.646,748$153.43M0.0%+4.1%1.401%
5/14/2021Brown Advisory Inc.37,187$8.82M0.0%-43.5%0.081%
5/14/2021MML Investors Services LLC25,162$5.97M0.1%+12.7%0.055%
5/14/2021Stephens Inc. AR149,505$35.47M0.6%+25.1%0.324%
5/14/2021Johnson Investment Counsel Inc.51,864$12.30M0.2%+0.7%0.112%
5/14/2021Clearstead Advisors LLC97,082$23.03M1.9%-0.1%0.210%
5/14/2021Stifel Financial Corp24,203$5.74M0.0%-4.1%0.052%
5/14/2021Credit Suisse AG9,274$2.20M0.0%+6.6%0.020%
5/13/2021Bessemer Group Inc.175,955$41.74M0.1%-2.6%0.381%
5/13/2021Franklin Resources Inc.130,935$31.06M0.0%+6.4%0.284%
5/13/2021Lcnb Corp11,792$2.80M1.5%-1.7%0.026%
5/13/2021Laird Norton Trust Company LLC80,529$18.32M2.0%-0.5%0.174%
5/13/2021RMR Wealth Builders740$0.18M0.0%+1,175.9%0.002%
5/13/2021Renaissance Technologies LLC2,500$0.59M0.0%N/A0.005%
5/13/2021Amalgamated Bank62,449$14.82M0.6%+9.6%0.135%
5/13/2021GM Advisory Group Inc.138,941$32.96M4.0%+3.9%0.301%
5/13/2021Epstein & White Financial LLC65,275$15.48M4.5%-4.8%0.141%
5/13/2021Lido Advisors LLC23,430$5.56M0.2%-2.0%0.051%
5/13/2021Sand Hill Global Advisors LLC15,406$3.66M0.2%-8.8%0.033%
5/13/2021Bank of New York Mellon Corp732,194$173.70M0.0%-2.0%1.587%
5/13/2021Citigroup Inc.17,263$4.10M0.0%+5.2%0.037%
5/13/2021Howe & Rusling Inc.2,545$0.60M0.1%+606.9%0.006%
5/13/2021Blair William & Co. IL200,517$47.57M0.2%-1.2%0.434%
5/13/2021Evoke Wealth LLC2,293$0.54M0.0%+285.4%0.005%
5/13/2021Bank of Montreal Can1,123$0.28M0.0%-61.4%0.002%
5/13/2021Baird Financial Group Inc.20,809$4.94M0.0%-2.7%0.045%
5/13/2021Aviva PLC228,716$54.26M0.3%+8.3%0.496%
5/13/2021Paracle Advisors LLC2,035$0.48M0.1%+6.6%0.004%
5/13/2021Capstone Financial Advisors Inc.2,210$0.52M0.0%-59.4%0.005%
5/12/2021Bradley & Co. Private Wealth Management LLC1,557$0.37M0.3%N/A0.003%
5/12/2021Northern Trust Corp1,048,507$248.74M0.0%-3.6%2.272%
5/12/2021Chilton Capital Management LLC3,114$0.74M0.0%N/A0.007%
5/12/2021Cerity Partners LLC4,609$1.09M0.0%+21.8%0.010%
5/12/2021SCS Capital Management LLC2,939,096$697.24M13.2%-3.4%6.369%
5/12/2021Cresset Asset Management LLC190,823$45.27M0.7%+0.1%0.413%
5/12/2021TCTC Holdings LLC161$38K0.0%-49.8%0.000%
5/12/2021Prudential Financial Inc.22,543$5.35M0.0%-20.7%0.049%
5/12/2021Financial Engines Advisors L.L.C.4,463$1.06M0.0%-1.1%0.010%
5/12/2021JPMorgan Chase & Co.288,639$68.47M0.0%+10.1%0.625%
5/12/2021Quantitative Advantage LLC160,050$37.97M7.4%+69.5%0.347%
5/12/2021CIBC Private Wealth Group LLC9,708$2.30M0.0%+3.5%0.021%
5/12/2021Brinker Capital Investments LLC25,177$5.97M0.1%-29.0%0.055%
5/12/2021Pinnacle Advisory Group Inc.1,276$0.30M0.0%N/A0.003%
5/12/2021UBS Group AG554,650$131.58M0.0%+0.9%1.202%
5/12/2021BOK Financial Private Wealth Inc.5,751$1.36M0.1%+3.8%0.012%
5/11/2021Mercer Global Advisors Inc. ADV20,907$4.96M0.0%+208.0%0.045%
5/11/2021Fund Evaluation Group LLC22,247$5.28M0.6%-7.5%0.048%
5/11/2021Wind River Trust Co141,575$33.59M12.1%N/A0.307%
5/11/2021Boston Private Wealth LLC12,368$2.93M0.0%-1.5%0.027%
5/11/2021Lumature Wealth Partners LLC119$28K0.0%-52.8%0.000%
5/11/2021Aspiriant LLC22,352$5.30M0.3%+8.4%0.048%
5/11/2021Ballentine Partners LLC189,430$44.94M1.7%+16.6%0.409%
5/11/2021Synovus Financial Corp105,437$25.01M0.3%-0.5%0.228%
5/11/2021Wilbanks Smith & Thomas Asset Management LLC2,334$0.55M0.0%+2.0%0.005%
5/11/2021Waldron Private Wealth LLC85,901$20.38M1.4%-6.2%0.186%
(Data available from 1/1/2016 forward)

This page was last updated on 7/27/2021 by MarketBeat.com Staff
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