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 1,623 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 |
|---|---|---|---|---|---|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
29,126
shares
|
$10.7 Million
0.9% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
29,125
shares
|
$10.7 Million
0.89% of portfolio
|
Q4 2023
Reduced 7.19%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
28,499
shares
|
$10.5 Million
0.34% of portfolio
|
Q3 2025
Reduced 44.06%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
28,445
shares
|
$10.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 39.54%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
28,310
shares
|
$10.4 Million
0.68% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
28,026
shares
|
$10.3 Million
0.08% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
27,875
shares
|
$10.3 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
27,433
shares
|
$10.1 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Spears Abacus Advisors LLC
|
Nov 14, 2025 Q3 2025 |
27,200
shares
|
$10 Million
0.21% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
27,162
shares
|
$9.99 Million
0.89% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
27,155
shares
|
$9.99 Million
0.93% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
26,729
shares
|
$9.83 Million
0.1% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
26,218
shares
|
$9.65 Million
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
26,193
shares
|
$9.64 Million
0.98% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
25,891
shares
|
$9.52 Million
2.64% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
25,748
shares
|
$9.47 Million
1.7% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
25,714
shares
|
$9.46 Million
0.87% of portfolio
|
Q1 2024
Reduced 1.83%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
25,683
shares
|
$9.45 Million
0.23% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
25,616
shares
|
$9.42 Million
0.06% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
25,598
shares
|
$9.42 Million
2.89% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
25,497
shares
|
$9.38 Million
1.01% of portfolio
|
Q4 2025
Reduced 0.76%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
25,104
shares
|
$9.24 Million
3.06% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Humankind Investments LLC
|
Nov 14, 2025 Q3 2025 |
25,070
shares
|
$9.22 Million
2.16% of portfolio
|
Q4 2023
New holding
|
|
|
Formulate Financial LLC
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
24,827
shares
|
$9.13 Million
11.25% of portfolio
|
Q3 2025
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
24,702
shares
|
$9.09 Million
4.39% of portfolio
|
Q2 2025
Reduced 0.92%
|
|