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 1,626 institutions that hold shares in the stock, with a total of 98.5 Million shares, which have been reported (via 13F filing form) to have a value of $36.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
34,381
shares
|
$12.6 Million
11.63% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
34,082
shares
|
$12.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
33,568
shares
|
$12.3 Million
0.41% of portfolio
|
Q3 2025
Added 27.12%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
33,403
shares
|
$12.3 Million
0.34% of portfolio
|
Q3 2023
Reduced 0.66%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
33,296
shares
|
$12.2 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
32,945
shares
|
$12.1 Million
0.57% of portfolio
|
Q4 2023
Added 51.17%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
32,461
shares
|
$11.9 Million
0.66% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Fiduciary Counselling Inc
|
Nov 07, 2025 Q3 2025 |
32,448
shares
|
$11.9 Million
31.62% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
32,258
shares
|
$11.9 Million
0.09% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
32,085
shares
|
$11.8 Million
8.33% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
31,779
shares
|
$11.7 Million
0.2% of portfolio
|
Q3 2025
Reduced 29.91%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
31,721
shares
|
$11.7 Million
0.14% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
31,362
shares
|
$11.5 Million
0.8% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
30,697
shares
|
$11.3 Million
3.55% of portfolio
|
Q3 2023
Reduced 0.91%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
30,628
shares
|
$11.3 Million
0.76% of portfolio
|
Q4 2022
Added 3.22%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
30,501
shares
|
$11.2 Million
0.81% of portfolio
|
Q3 2025
Reduced 43.72%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
30,290
shares
|
$11.1 Million
6.36% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
30,091
shares
|
$11.1 Million
1.69% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
29,906
shares
|
$11 Million
0.39% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
29,887
shares
|
$11 Million
0.21% of portfolio
|
Q3 2025
Added 13.98%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
29,809
shares
|
$11 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
29,537
shares
|
$10.9 Million
0.98% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
29,494
shares
|
$10.9 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
29,468
shares
|
$10.8 Million
2.44% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
29,240
shares
|
$10.8 Million
6.26% of portfolio
|
Q3 2025
Reduced 0.57%
|
|