IWV Institutional Ownership
iShares Russell 3000 ETF
1W: -0.1%
1M: +0.5%
3M: +1.8%
YTD: +12.4%
1Y: +15.1%
3Y: +83.2%
5Y: +74.8%
$436.16
+3.57 (+0.83%)
Weekly Expected Move ±1.5%
$423
$430
$436
$443
$449
Overview
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Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — IWV
951
Institutional Holders
+22 vs prior quarter
0.0%
Ownership
+0.00pp
12B
Total Invested
94
New Positions
212
Increased
314
Reduced
37
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (999 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 1,960,068 | 855M | +258,265 | +15.2% | 15Q | SEC ↗ |
| 2 | SCS Capital Management LLC | 1,858,646 | 811M | -7,012 | -0.4% | 59Q | SEC ↗ |
| 3 | American Family Investments, Inc. | 1,627,426 | 710M | +783,688 | +92.9% | 5Q | SEC ↗ |
| 4 | MORGAN STANLEY | 1,155,278 | 504M | -162,465 | -12.3% | 60Q | SEC ↗ |
| 5 | BlackRock, Inc. | 1,004,513 | 438M | -795,420 | -44.2% | 8Q | SEC ↗ |
| 6 | NORTHERN TRUST CORP | 993,509 | 433M | -5,396 | -0.5% | 90Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 680,045 | 297M | -243,489 | -26.4% | 15Q | SEC ↗ |
| 8 | UNC Management Company, Inc. | 529,017 | 231M | +1,183 | +0.2% | 10Q | SEC ↗ |
| 9 | Pitcairn Wealth Advisors LLC | 503,370 | 220M | -4,120 | -0.8% | 3Q | SEC ↗ |
| 10 | JPMORGAN CHASE & CO | 479,995 | 209M | +4,282 | +0.9% | 77Q | SEC ↗ |
| 11 | LPL Financial LLC | 465,469 | 203M | +8,119 | +1.8% | 54Q | SEC ↗ |
| 12 | Focus Partners Wealth | 440,213 | 192M | +79,810 | +22.1% | 11Q | SEC ↗ |
| 13 | AMERIPRISE FINANCIAL INC | 405,547 | 177M | +6,569 | +1.6% | 16Q | SEC ↗ |
| 14 | PNC Financial Services Group, Inc. | 348,820 | 152M | +13,044 | +3.9% | 15Q | SEC ↗ |
| 15 | Evensky & Katz LLC | 336,531 | 147M | -4,274 | -1.3% | 82Q | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 331,519 | 145M | -7,109 | -2.1% | 76Q | SEC ↗ |
| 17 | HighTower Advisors, LLC | 319,386 | 139M | +1,170 | +0.4% | 66Q | SEC ↗ |
| 18 | FMR LLC | 301,846 | 132M | -86,102 | -22.2% | 64Q | SEC ↗ |
| 19 | UBS Group AG | 295,890 | 129M | -311 | -0.1% | 47Q | SEC ↗ |
| 20 | TLWM | 292,816 | 128M | -1,422 | -0.5% | 35Q | SEC ↗ |
| 21 | Gotham Asset Management, LLC | 292,440 | 128M | +3,820 | +1.3% | 2Q | SEC ↗ |
| 22 | Lido Advisors, LLC | 268,919 | 117M | -6,032 | -2.2% | 42Q | SEC ↗ |
| 23 | SENTINEL TRUST CO LBA | 250,902 | 109M | +7,974 | +3.3% | 48Q | SEC ↗ |
| 24 | WELLS FARGO & COMPANY/MN | 244,347 | 107M | -8,013 | -3.2% | 100Q | SEC ↗ |
| 25 | MERCER GLOBAL ADVISORS INC /ADV | 242,291 | 106M | -33,445 | -12.1% | 24Q | SEC ↗ |
| 26 | Corient Private Wealth LP | 216,236 | 94M | -9,860 | -4.4% | 15Q | SEC ↗ |
| 27 | Wealthspire Advisors, LLC | 212,799 | 93M | +171,412 | +414.2% | 23Q | SEC ↗ |
| 28 | CAPTRUST FINANCIAL ADVISORS | 202,285 | 88M | +38,675 | +23.6% | 40Q | SEC ↗ |
| 29 | BLAIR WILLIAM & CO/IL | 193,707 | 84M | -533 | -0.3% | 63Q | SEC ↗ |
| 30 | Bricktown Capital, LLC | 187,144 | 82M | -35,351 | -15.9% | 6Q | SEC ↗ |
| 31 | STEPHENS INC /AR | 177,801 | 78M | +13,640 | +8.3% | 16Q | SEC ↗ |
| 32 | GM Advisory Group, LLC | 173,146 | 76M | -4,211 | -2.4% | 48Q | SEC ↗ |
| 33 | Geneos Wealth Management Inc. | 167,834 | 73M | -2,694 | -1.6% | 42Q | SEC ↗ |
| 34 | Calamos Wealth Management LLC | 163,526 | 71M | +9,606 | +6.2% | 47Q | SEC ↗ |
| 35 | BANK OF NOVA SCOTIA | 159,700 | 70M | — | +0.0% | 10Q | SEC ↗ |
| 36 | DAVIS R M INC | 159,675 | 70M | — | +0.0% | 46Q | SEC ↗ |
| 37 | Pathstone Holdings, LLC | 159,058 | 69M | +132,237 | +493.0% | 11Q | SEC ↗ |
| 38 | RAYMOND JAMES FINANCIAL INC | 156,335 | 68M | +178 | +0.1% | 7Q | SEC ↗ |
| 39 | BROWN ADVISORY INC | 151,447 | 66M | -8,990 | -5.6% | 45Q | SEC ↗ |
| 40 | AQR CAPITAL MANAGEMENT LLC | 149,816 | 65M | +27,160 | +22.1% | 10Q | SEC ↗ |
| 41 | Cetera Investment Advisers | 148,874 | 65M | -368 | -0.2% | 23Q | SEC ↗ |
| 42 | Waverly Advisors, LLC | 146,205 | 64M | -3,639 | -2.4% | 31Q | SEC ↗ |
| 43 | FRANKLIN RESOURCES INC | 145,453 | 63M | +1,312 | +0.9% | 22Q | SEC ↗ |
| 44 | COMMERCE BANK | 145,100 | 63M | -298 | -0.2% | 86Q | SEC ↗ |
| 45 | FIFTH THIRD BANCORP | 144,384 | 63M | -2,254 | -1.5% | 26Q | SEC ↗ |
| 46 | Proficio Capital Partners LLC | 143,298 | 63M | -384 | -0.3% | 30Q | SEC ↗ |
| 47 | Ballentine Partners, LLC | 138,773 | 61M | -204 | -0.1% | 71Q | SEC ↗ |
| 48 | FFT WEALTH MANAGEMENT LLC | 136,855 | 60M | -1,047 | -0.8% | 20Q | SEC ↗ |
| 49 | Mill Creek Capital Advisors, LLC | 130,652 | 57M | +1,938 | +1.5% | 14Q | SEC ↗ |
| 50 | Cerity Partners LLC | 127,832 | 56M | +3,221 | +2.6% | 23Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| CIBC Asset Management Inc | 87,817 | 38M |
| JANE STREET GROUP, LLC | 22,370 | 10M |
| Ameritas Advisory Services, LLC | 18,837 | 8M |
| Tower Research Capital LLC (TRC) | 16,130 | 7M |
| RENAISSANCE TECHNOLOGIES LLC | 13,520 | 6M |
| STATE BOARD OF ADMINISTRATION OF FL | 12,000 | 5M |
| National Philanthropic Trust | 5,622 | 2M |
| Indivisible Partners | 4,781 | 2M |
| Nuveen, LLC | 4,177 | 2M |
| CANANDAIGUA NATIONAL CORP | 4,150 | 2M |
| CANANDAIGUA NATIONAL BANK & TRUST C | 4,150 | 2M |
| Timonier Family Office, LTD. | 4,101 | 2M |
| Fisher Asset Management, LLC | 3,840 | 2M |
| SYON CAPITAL LLC | 3,639 | 2M |
| J.W. COLE ADVISORS, INC. | 3,368 | 1M |
| IFG Advisory, LLC | 2,603 | 1M |
| Performa Ltd (US), LLC | 2,500 | 1M |
| BRIAN LOW FINANCIAL GROUP, LLC | 2,151 | 938K |
| Legacy Capital Wealth Partners, LLC | 2,060 | 898K |
| Atria Investments, Inc | 2,004 | 874K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Calamos Advisors LLC | 153,920 | 67M |
| FIRST TRUST ADVISORS LP | 71,474 | 31M |
| Humankind Investments LLC | 24,570 | 11M |
| Moran Wealth Management, LLC | 18,660 | 8M |
| Integrated Advisors Network LLC | 8,223 | 4M |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 5,147 | 2M |
| Global Assets Advisory, LLC | 4,218 | 2M |
| Envestnet Portfolio Solutions, Inc. | 3,429 | 1M |
| Bravera Wealth | 3,068 | 1M |
| Paulson Wealth Management Inc. | 2,938 | 1M |
| Jackson Wealth Management, LLC | 2,801 | 1M |
| EVOKE WEALTH, LLC | 2,577 | 1M |
| Waterloo Capital, L.P. | 2,573 | 1M |
| Quadrant Private Wealth Management, | 2,553 | 1M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 2,401 | 1M |
| Clearbridge Investments, LLC | 2,399 | 1M |
| Investor's Fiduciary Advisor Networ | 2,336 | 1M |
| Independent Advisor Alliance | 2,299 | 1M |
| STOCK YARDS BANK & TRUST CO | 2,172 | 947K |
| Destiny Wealth Partners, LLC | 2,154 | 939K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| American Family Investments, Inc. | +783,688 | +92.9% | 1,627,426 |
| GOLDMAN SACHS GROUP INC | +258,265 | +15.2% | 1,960,068 |
| Wealthspire Advisors, LLC | +171,412 | +414.2% | 212,799 |
| Pathstone Holdings, LLC | +132,237 | +493.0% | 159,058 |
| Heck Capital Advisors, LLC | +123,145 | +10736.3% | 124,292 |
| Focus Partners Wealth | +79,810 | +22.1% | 440,213 |
| CAPTRUST FINANCIAL ADVISORS | +38,675 | +23.6% | 202,285 |
| Arax Advisory Partners | +32,354 | +1601.7% | 34,374 |
| ROYAL BANK OF CANADA | +30,636 | +50.2% | 91,682 |
| AQR CAPITAL MANAGEMENT LLC | +27,160 | +22.1% | 149,816 |
| Strategic Wealth Partners, Ltd. | +25,854 | +9470.3% | 26,127 |
| LM Advisors LLC | +15,389 | +390.1% | 19,334 |
| STEPHENS INC /AR | +13,640 | +8.3% | 177,801 |
| PNC Financial Services Group, Inc. | +13,044 | +3.9% | 348,820 |
| Quantinno Capital Management LP | +10,407 | +27.8% | 47,784 |
| WHITTIER TRUST CO | +10,020 | +30.7% | 42,663 |
| Calamos Wealth Management LLC | +9,606 | +6.2% | 163,526 |
| LPL Financial LLC | +8,119 | +1.8% | 465,469 |
| SENTINEL TRUST CO LBA | +7,974 | +3.3% | 250,902 |
| HRT FINANCIAL LP | +7,683 | +253.9% | 10,709 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | -963,475 | -99.7% | 2,517 |
| BlackRock, Inc. | -795,420 | -44.2% | 1,004,513 |
| BANK OF AMERICA CORP /DE | -243,489 | -26.4% | 680,045 |
| MORGAN STANLEY | -162,465 | -12.3% | 1,155,278 |
| FMR LLC | -86,102 | -22.2% | 301,846 |
| Portfolio Strategies, Inc. | -69,366 | -98.6% | 955 |
| IEQ CAPITAL, LLC | -58,305 | -33.4% | 116,454 |
| STRATEGIC INVESTMENT MANAGEMENT, LL | -45,440 | -52.3% | 41,391 |
| Bricktown Capital, LLC | -35,351 | -15.9% | 187,144 |
| MERCER GLOBAL ADVISORS INC /ADV | -33,445 | -12.1% | 242,291 |
| CITADEL ADVISORS LLC | -19,460 | -95.1% | 1,008 |
| Tanglewood Wealth Management, Inc. | -18,804 | -20.1% | 74,519 |
| Beacon Pointe Advisors, LLC | -15,595 | -11.0% | 125,851 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -11,883 | -26.1% | 33,691 |
| Wind River Trust Co | -10,124 | -8.2% | 113,918 |
| WHITTIER TRUST CO OF NEVADA INC | -10,020 | -26.4% | 27,962 |
| Corient Private Wealth LP | -9,860 | -4.4% | 216,236 |
| BROWN ADVISORY INC | -8,990 | -5.6% | 151,447 |
| Private Advisor Group, LLC | -8,201 | -55.8% | 6,489 |
| WELLS FARGO & COMPANY/MN | -8,013 | -3.2% | 244,347 |