ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
SCS Capital Management LLC1,874,800$725,266
RHUMBLINE ADVISERS1,572,121$608,175
GOLDMAN SACHS GROUP INC1,529,174$591,561
BlackRock, Inc.1,450,129$560,982
MORGAN STANLEY1,284,822$497,034
NORTHERN TRUST CORP1,019,733$394,484
BANK OF AMERICA CORP /DE/829,251$320,796
UNC Management Company, Inc.526,768$204
Pitcairn Wealth Advisors LLC511,769$197,978
LPL Financial LLC500,222$193,511
JPMORGAN CHASE & CO474,049$183,386
AMERIPRISE FINANCIAL INC423,533$163,839
FMR LLC394,291$152,531
UBS Group AG382,081$147,808
Focus Partners Wealth364,394$140,966
Bank of New York Mellon Corp351,056$135,806
PNC Financial Services Group, Inc.346,062$133,874
Evensky & Katz LLC345,905$134
HighTower Advisors, LLC312,640$120,945
WELLS FARGO & COMPANY/MN295,437$114,290
TLWM281,190$108,777
Lido Advisors, LLC275,736$106,397
MERCER GLOBAL ADVISORS INC /ADV272,375$105,368
American Family Investments, Inc.271,840$105,161
CAPTRUST FINANCIAL ADVISORS250,978$97,091
SENTINEL TRUST CO LBA244,041$94
Corient Private Wealth LLC222,816$85,126
Bricktown Capital, LLC201,495$77,948
BLAIR WILLIAM & CO/IL198,671$76,856
Align Financial, LLC179,885$180
GM Advisory Group, Inc.177,357$68,610
IEQ CAPITAL, LLC174,731$67,595
Beacon Pointe Advisors, LLC174,191$67,386
BROWN ADVISORY INC159,824$61,828
BANK OF NOVA SCOTIA159,700$61,780
DAVIS R M INC159,675$61,770
Calamos Wealth Management LLC157,379$60,882
STEPHENS INC /AR/157,056$60,757
Geneos Wealth Management Inc.156,881$60,689
Cetera Investment Advisers153,986$59,570
Proficio Capital Partners LLC153,477$59,372
Waverly Advisors, LLC152,147$58,858
COMMERCE BANK144,869$56,043
BESSEMER GROUP INC144,712$56
RAYMOND JAMES FINANCIAL INC140,613$54,396
FFT WEALTH MANAGEMENT LLC136,681$52,875
FRANKLIN RESOURCES INC135,038$52,239
Ballentine Partners, LLC131,695$50,946
Mill Creek Capital Advisors, LLC128,714$49,793
Caprock Group, LLC125,252$48,454
Wind River Trust Co124,042$47,986
ROYAL BANK OF CANADA118,398$45,801
Cresset Asset Management, LLC117,601$45,494
ENVESTNET ASSET MANAGEMENT INC113,347$43,848
AlphaCore Capital LLC110,352$42,690
AQR CAPITAL MANAGEMENT LLC103,654$40,098
JONES FINANCIAL COMPANIES LLLP103,513$40,044
Clearstead Advisors, LLC101,977$39,450
COMMONWEALTH EQUITY SERVICES, LLC99,019$38,306
OSAIC HOLDINGS, INC.98,676$38,194
Mariner, LLC98,467$38,092
PENNINGTON PARTNERS & CO., LLC97,673$37,785
Concurrent Investment Advisors, LLC94,846$36,691
BANK OF MONTREAL /CAN/88,516$34,242
COMERICA BANK86,282$33,378
Provenance Wealth Advisors, LLC82,693$31,990
Waldron Private Wealth LLC82,402$31,878
HANTZ FINANCIAL SERVICES, INC.82,385$32
HB Wealth Management, LLC79,930$30,921
US BANCORP \DE\79,633$30,806
Rockefeller Capital Management L.P.76,804$29,712
Tanglewood Wealth Management, Inc.74,744$28,915
Great Diamond Partners, LLC74,019$28,634
Laird Norton Wetherby Trust Company, LLC71,885$27,809
Finley Financial, LLC71,838$27,791
FIRST TRUST ADVISORS LP71,474$27,650
Portfolio Strategies, Inc.71,095$27,502
TIAA TRUST, NATIONAL ASSOCIATION69,869$27,029
Savant Capital, LLC68,299$26,422
Brooklyn FI, LLC67,934$26,280
NATIONS FINANCIAL GROUP INC, /IA/ /ADV67,262$26,021
FIFTH THIRD BANCORP67,068$25,945
EPIQ PARTNERS, LLC62,864$24,319
Stairway Partners, LLC58,578$22,661
Truepoint, Inc.58,557$22,653
Trajan Wealth LLC58,111$22,480
JOHNSON INVESTMENT COUNSEL INC57,938$22,413
Diversified Portfolios, Inc.56,470$21,845
CITIZENS FINANCIAL GROUP INC/RI56,340$21,795
Strategic Equity Management56,009$21,667
Greenspring Advisors, LLC54,247$20,985
Compass Financial Group, Inc.51,590$19,958
TRUIST FINANCIAL CORP51,268$19,833
O'Brien Wealth Partners LLC50,376$19,488
FORVIS Wealth Advisors, LLC49,795$19,263
WHITTIER TRUST CO OF NEVADA INC49,207$19,363
Moss Adams Wealth Advisors LLC48,986$18,950
Wealthspire Advisors, LLC48,874$18,907
Brookstone Capital Management47,919$18,538
STRATEGIC INVESTMENT MANAGEMENT, LLC47,841$18,507
780 other institutions4,243,534$1,580,626
Total (880 institutions)28,235,443$10,272,155