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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
35,693
shares
|
$11.9 Million
0.37% of portfolio
|
Q4 2024
Added 18.35%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
35,497
shares
|
$11.8 Million
0.13% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
35,401
shares
|
$11.8 Million
1.93% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
35,372
shares
|
$11.7 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
35,305
shares
|
$11.7 Million
2.46% of portfolio
|
Q3 2020
Added 41.08%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
35,099
shares
|
$11.7 Million
8.14% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 21, 2025 Q4 2024 |
34,818
shares
|
$11.6 Million
3.37% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
34,560
shares
|
$11.5 Million
0.06% of portfolio
|
Q4 2024
Reduced 15.17%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
34,330
shares
|
$11.4 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
34,250
shares
|
$11.4 Million
2.08% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
34,103
shares
|
$11.3 Million
1.37% of portfolio
|
Q3 2024
Reduced 19.98%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
33,956
shares
|
$11.3 Million
0.87% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
33,403
shares
|
$11.1 Million
0.34% of portfolio
|
Q3 2023
Reduced 0.66%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
32,945
shares
|
$10.9 Million
0.57% of portfolio
|
Q4 2023
Added 51.17%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
32,755
shares
|
$10.9 Million
0.65% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
32,568
shares
|
$10.8 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
32,263
shares
|
$10.7 Million
0.74% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
32,258
shares
|
$10.7 Million
0.09% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Brown Financial Advisory
|
Jan 23, 2025 Q4 2024 |
31,979
shares
|
$10.6 Million
7.32% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
31,799
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2024
Added 224.55%
|
|
|
Fiduciary Counselling Inc
|
Nov 08, 2024 Q3 2024 |
31,258
shares
|
$10.4 Million
25.15% of portfolio
|
Q2 2024
Added 6.88%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
31,141
shares
|
$10.3 Million
0.58% of portfolio
|
Q2 2024
Added 2.63%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
31,094
shares
|
$10.3 Million
0.41% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
30,904
shares
|
$10.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 28.1%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
30,697
shares
|
$10.2 Million
3.55% of portfolio
|
Q3 2023
Reduced 0.91%
|