We are live on ! Find out more
IWV icon

iShares Russell 3000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
SCS Capital Management
Massachusetts
$626M +$24.8M +207,698 +4%
Bank of America
2
Bank of America
North Carolina
$241M +$19.9M +166,481 +9%
EK
3
Evensky & Katz
Florida
$153M -$4.72M -39,540 -3%
P
4
Pitcairn
Pennsylvania
$130M +$14.2M +119,200 +13%
Northern Trust
5
Northern Trust
Illinois
$105M +$15M +125,915 +17%
JMPWA
6
JP Morgan Private Wealth Advisors
California
$81.3M +$1.64M +13,754 +2%
Aviva
7
Aviva
United Kingdom
$75.3M +$235K +1,970 +0.3%
UBS Group
8
UBS Group
Switzerland
$68.9M +$67.2M +563,161 New
Goldman Sachs
9
Goldman Sachs
New York
$66.1M +$15.8M +132,171 +32%
B
10
Barings
North Carolina
$63.3M -$8.28M -69,400 -12%
TWM
11
Tanglewood Wealth Management
Texas
$60M +$9.53M +79,860 +19%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$57.3M -$4.17M -34,921 -7%
CAL
13
Capital Analysts LLC
Pennsylvania
$55.6M +$2.75M +23,032 +5%
Stifel Financial
14
Stifel Financial
Missouri
$53.6M -$12.3M -102,711 -19%
UCFA
15
United Capital Financial Advisors
Texas
$49M -$5.22M -43,774 -10%
Bessemer Group
16
Bessemer Group
New Jersey
$48.9M +$44M +368,700 +1,169%
Morgan Stanley
17
Morgan Stanley
New York
$46.8M +$3.4M +28,478 +8%
LPL Financial
18
LPL Financial
California
$43.3M +$7.83M +65,625 +23%
BJL
19
Brighton Jones LLC
Washington
$39M -$4.43M -37,079 -10%
TCT
20
TIAA CREF Trust
Missouri
$33.2M +$129K +1,081 +0.4%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$30.8M -$2.26M -18,955 -7%
US Bancorp
22
US Bancorp
Minnesota
$30.6M -$8.96M -75,077 -23%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$30.2M -$82.9M -694,890 -74%
CNB
24
City National Bank
Delaware
$27.5M -$2.9M -24,261 -10%
SP
25
Stairway Partners
Illinois
$27.3M -$12.6M -105,266 -32%