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 |
|---|---|---|---|---|---|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
25,996
shares
|
$8.62 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
25,948
shares
|
$8.6 Million
0.39% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
25,814
shares
|
$8.56 Million
0.04% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
25,714
shares
|
$8.52 Million
0.87% of portfolio
|
Q1 2024
Reduced 1.83%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
25,598
shares
|
$8.49 Million
2.87% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
25,242
shares
|
$8.37 Million
0.99% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
25,212
shares
|
$8.36 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Humankind Investments LLC
|
Nov 14, 2024 Q3 2024 |
25,070
shares
|
$8.31 Million
2.91% of portfolio
|
Q4 2023
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
25,011
shares
|
$8.29 Million
4.39% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
24,946
shares
|
$8.27 Million
4.7% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
24,759
shares
|
$8.21 Million
0.07% of portfolio
|
Q3 2024
Added 22.0%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
24,550
shares
|
$8.14 Million
0.21% of portfolio
|
Q4 2023
Added 15.53%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
23,958
shares
|
$7.94 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
23,373
shares
|
$7.75 Million
4.53% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
23,256
shares
|
$7.71 Million
0.25% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
23,216
shares
|
$7.7 Million
0.35% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
22,917
shares
|
$7.6 Million
0.48% of portfolio
|
Q4 2024
Added 396.58%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
22,761
shares
|
$7.55 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
22,530
shares
|
$7.47 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
22,456
shares
|
$7.44 Million
0.22% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
22,311
shares
|
$7.4 Million
1.0% of portfolio
|
Q1 2023
Reduced 18.87%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
22,053
shares
|
$7.31 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
21,701
shares
|
$7.19 Million
0.4% of portfolio
|
Q3 2022
Added 3.73%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
21,509
shares
|
$7.13 Million
7.57% of portfolio
|
Q1 2024
Added 2.02%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
21,487
shares
|
$7.12 Million
0.93% of portfolio
|
Q4 2024
New holding
|