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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
19,814
shares
|
$7.29 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
19,699
shares
|
$7.25 Million
0.48% of portfolio
|
Q3 2025
Reduced 9.88%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
19,390
shares
|
$7.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.7%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
19,298
shares
|
$7.1 Million
1.23% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
19,234
shares
|
$7.08 Million
1.22% of portfolio
|
Q3 2023
Reduced 10.35%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
18,921
shares
|
$6.96 Million
2.77% of portfolio
|
Q1 2023
New holding
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
18,881
shares
|
$6.95 Million
1.76% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
18,749
shares
|
$6.9 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
18,677
shares
|
$6.87 Million
0.97% of portfolio
|
Q4 2025
Added 7.06%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,657
shares
|
$6.86 Million
1.08% of portfolio
|
Q3 2025
Added 44.36%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
18,375
shares
|
$6.76 Million
0.34% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
18,348
shares
|
$6.75 Million
0.1% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
18,327
shares
|
$6.74 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
18,322
shares
|
$6.74 Million
5.16% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
18,252
shares
|
$6.71 Million
0.16% of portfolio
|
Q4 2025
Reduced 27.91%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
18,104
shares
|
$6.66 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
17,924
shares
|
$6.59 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
17,807
shares
|
$6.55 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
17,687
shares
|
$6.51 Million
1.88% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
17,542
shares
|
$6.45 Million
0.32% of portfolio
|
Q3 2025
Reduced 30.05%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
17,183
shares
|
$6.32 Million
0.84% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
16,946
shares
|
$6.23 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
16,700
shares
|
$6.14 Million
0.01% of portfolio
|
Q3 2025
Added 56.07%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
16,687
shares
|
$6.14 Million
0.15% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
16,439
shares
|
$6.05 Million
0.17% of portfolio
|
Q3 2025
Reduced 3.76%
|
|