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 |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
16,382
shares
|
$6.03 Million
0.16% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
16,328
shares
|
$6.01 Million
0.69% of portfolio
|
Q2 2022
Added 0.29%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
16,302
shares
|
$6 Million
0.13% of portfolio
|
Q1 2024
Reduced 2.95%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
16,189
shares
|
$5.96 Million
0.2% of portfolio
|
Q4 2025
Reduced 3.77%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
16,148
shares
|
$5.94 Million
0.27% of portfolio
|
Q3 2025
Added 45.7%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
16,137
shares
|
$5.94 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
16,087
shares
|
$5.92 Million
0.06% of portfolio
|
Q3 2025
Reduced 27.5%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
15,837
shares
|
$5.83 Million
0.99% of portfolio
|
Q4 2025
Reduced 1.26%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
15,798
shares
|
$5.81 Million
0.01% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
15,683
shares
|
$5.77 Million
2.7% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,680
shares
|
$5.77 Million
0.09% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
15,578
shares
|
$5.73 Million
2.81% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
15,552
shares
|
$5.72 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
15,520
shares
|
$5.71 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
15,509
shares
|
$5.71 Million
0.18% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
15,483
shares
|
$5.7 Million
0.12% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
15,254
shares
|
$5.61 Million
1.42% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
15,250
shares
|
$5.61 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
15,192
shares
|
$5.59 Million
0.03% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
14,901
shares
|
$5.48 Million
0.37% of portfolio
|
Q4 2025
Added 2.13%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
14,882
shares
|
$5.47 Million
3.21% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2025 Q3 2025 |
14,808
shares
|
$5.45 Million
3.9% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
14,679
shares
|
$5.4 Million
1.75% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,657
shares
|
$5.39 Million
0.08% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
14,489
shares
|
$5.33 Million
0.11% of portfolio
|
Q3 2025
Added 0.05%
|
|