Institutional Ownership Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB). We have compiled data on the 1,407 institutions that hold shares in the stock, with a total of 93.4 Million shares, which have been reported (via 13F filing form) to have a value of $31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
9,279,943
shares
|
$3.08 Billion
3.0% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
4,259,841
shares
|
$1.41 Billion
0.44% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,640,167
shares
|
$1.21 Billion
0.1% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
3,108,511
shares
|
$1.03 Billion
3.25% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,820,128
shares
|
$937 Million
0.07% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2,707,230
shares
|
$899 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,469,504
shares
|
$820 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,394,007
shares
|
$795 Million
0.35% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,231,316
shares
|
$741 Million
0.02% of portfolio
|
Q2 2024
Reduced 49.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
2,210,451
shares
|
$734 Million
0.11% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
1,605,165
shares
|
$533 Million
11.1% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Millburn Ridgefield Corp
|
Nov 14, 2024 Q3 2024 |
1,527,628
shares
|
$507 Million
12.59% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,465,169
shares
|
$487 Million
0.11% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
1,290,064
shares
|
$429 Million
4.01% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,252,040
shares
|
$416 Million
6.97% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,219,236
shares
|
$405 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,187,570
shares
|
$394 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,170,028
shares
|
$389 Million
1.77% of portfolio
|
Q2 2023
Reduced 95.72%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
1,147,674
shares
|
$381 Million
1.62% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,094,237
shares
|
$363 Million
0.74% of portfolio
|
Q3 2023
Reduced 10.32%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
996,000
shares
|
$331 Million
0.77% of portfolio
|
Q3 2024
Added 398.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
952,195
shares
|
$316 Million
0.91% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
923,663
shares
|
$307 Million
0.06% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
Jan 31, 2025 Q4 2024 |
791,000
shares
|
$263 Million
2.18% of portfolio
|
Q4 2023
Reduced 34.25%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
790,933
shares
|
$263 Million
2.81% of portfolio
|
Q4 2024
Added 5.81%
|