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 1,409 institutions that hold shares in the stock, with a total of 93.6 Million shares, which have been reported (via 13F filing form) to have a value of $31.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
15,360
shares
|
$5.1 Million
0.12% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
15,315
shares
|
$5.09 Million
0.18% of portfolio
|
Q3 2024
Added 14.46%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
15,250
shares
|
$5.07 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
15,175
shares
|
$5.04 Million
0.1% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
15,061
shares
|
$5 Million
0.97% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
14,888
shares
|
$4.95 Million
3.18% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
14,838
shares
|
$4.93 Million
0.12% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
14,630
shares
|
$4.86 Million
0.27% of portfolio
|
Q1 2023
Reduced 0.27%
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
14,554
shares
|
$4.83 Million
1.92% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
14,550
shares
|
$4.83 Million
1.93% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
14,549
shares
|
$4.83 Million
0.09% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
14,453
shares
|
$4.8 Million
0.99% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
14,440
shares
|
$4.8 Million
0.3% of portfolio
|
Q4 2022
Reduced 1.92%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
14,317
shares
|
$4.76 Million
0.29% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
14,257
shares
|
$4.74 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
14,241
shares
|
$4.73 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
14,176
shares
|
$4.71 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
14,148
shares
|
$4.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
14,061
shares
|
$4.67 Million
0.03% of portfolio
|
Q4 2024
Added 60.46%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,997
shares
|
$4.65 Million
0.0% of portfolio
|
Q3 2024
Reduced 60.98%
|
|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
13,990
shares
|
$4.65 Million
0.83% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
13,763
shares
|
$4.57 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
13,606
shares
|
$4.52 Million
0.09% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
13,558
shares
|
$4.5 Million
0.04% of portfolio
|
Q4 2024
Added 171.49%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
13,544
shares
|
$4.5 Million
0.35% of portfolio
|
Q3 2024
Reduced 7.3%
|