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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
14,445
shares
|
$5.31 Million
0.1% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
14,440
shares
|
$5.31 Million
0.3% of portfolio
|
Q4 2022
Reduced 1.92%
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
14,358
shares
|
$5.28 Million
1.73% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
14,352
shares
|
$5.28 Million
2.08% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
14,270
shares
|
$5.25 Million
0.25% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
14,169
shares
|
$5.21 Million
0.26% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
14,136
shares
|
$5.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.6%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
14,097
shares
|
$5.19 Million
0.1% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
13,916
shares
|
$5.12 Million
0.01% of portfolio
|
Q3 2025
Added 11.75%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
13,822
shares
|
$5.08 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
13,810
shares
|
$5.08 Million
0.03% of portfolio
|
Q3 2025
Added 6.94%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
13,700
shares
|
$5.04 Million
0.02% of portfolio
|
Q3 2025
Added 331.36%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
13,639
shares
|
$5.02 Million
0.16% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
13,376
shares
|
$4.92 Million
1.69% of portfolio
|
Q1 2023
Reduced 2.09%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
13,162
shares
|
$4.84 Million
0.34% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
13,141
shares
|
$4.83 Million
0.33% of portfolio
|
Q4 2025
Reduced 0.01%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
13,126
shares
|
$4.83 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
13,126
shares
|
$4.83 Million
0.14% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
13,121
shares
|
$4.83 Million
0.24% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
13,099
shares
|
$4.82 Million
0.1% of portfolio
|
Q3 2025
Added 11.29%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
13,072
shares
|
$4.81 Million
0.12% of portfolio
|
Q3 2025
Reduced 33.6%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
13,072
shares
|
$4.81 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
13,054
shares
|
$4.8 Million
0.28% of portfolio
|
Q3 2025
Added 929.5%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
12,986
shares
|
$4.78 Million
0.06% of portfolio
|
Q3 2025
Added 31.15%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
12,985
shares
|
$4.78 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.97%
|
|