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 1,424 institutions that hold shares in the stock, with a total of 94.5 Million shares, which have been reported (via 13F filing form) to have a value of $31.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
30,204
shares
|
$10 Million
0.37% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
30,052
shares
|
$9.96 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
29,844
shares
|
$9.89 Million
2.41% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
29,687
shares
|
$9.84 Million
3.07% of portfolio
|
Q3 2024
Added 21.78%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,475
shares
|
$9.77 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
29,260
shares
|
$9.7 Million
1.1% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
29,125
shares
|
$9.66 Million
0.89% of portfolio
|
Q4 2023
Reduced 7.19%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
28,877
shares
|
$9.57 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
28,711
shares
|
$9.52 Million
0.31% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
28,552
shares
|
$9.47 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.08%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
28,481
shares
|
$9.44 Million
0.26% of portfolio
|
Q3 2024
Added 11.63%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
28,344
shares
|
$9.4 Million
0.17% of portfolio
|
Q4 2024
Added 211.44%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
28,220
shares
|
$9.36 Million
0.62% of portfolio
|
Q2 2024
Added 1.44%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
28,140
shares
|
$9.33 Million
1.86% of portfolio
|
Q4 2024
Reduced 10.45%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
27,936
shares
|
$9.26 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
27,892
shares
|
$9.25 Million
1.21% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
27,512
shares
|
$9.12 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
27,421
shares
|
$9.09 Million
0.19% of portfolio
|
Q1 2024
Added 0.29%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
26,755
shares
|
$8.87 Million
0.81% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
26,654
shares
|
$8.84 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
26,590
shares
|
$8.82 Million
3.24% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Stegner Investment Associates Inc.
|
Feb 06, 2025 Q4 2024 |
26,500
shares
|
$8.79 Million
5.65% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
26,471
shares
|
$8.78 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
26,322
shares
|
$8.73 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
26,322
shares
|
$8.73 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.27%
|