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 |
|---|---|---|---|---|---|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
12,982
shares
|
$4.78 Million
0.21% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
12,962
shares
|
$4.77 Million
0.19% of portfolio
|
Q3 2025
Reduced 44.68%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
12,954
shares
|
$4.77 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
12,932
shares
|
$4.76 Million
0.25% of portfolio
|
Q3 2025
Added 10.06%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
12,905
shares
|
$4.75 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Peoples Bank
|
Oct 28, 2025 Q3 2025 |
12,838
shares
|
$4.72 Million
2.9% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Oct 03, 2025 Q3 2025 |
12,789
shares
|
$4.7 Million
1.24% of portfolio
|
Q2 2025
Reduced 19.06%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
12,785
shares
|
$4.7 Million
0.43% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
12,730
shares
|
$4.68 Million
0.24% of portfolio
|
Q3 2025
Reduced 7.83%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
12,502
shares
|
$4.6 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
12,496
shares
|
$4.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 19.36%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
12,490
shares
|
$4.59 Million
0.55% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
12,467
shares
|
$4.59 Million
0.1% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
12,427
shares
|
$4.57 Million
0.05% of portfolio
|
Q3 2025
Added 75.62%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
12,241
shares
|
$4.5 Million
0.18% of portfolio
|
Q3 2025
Reduced 17.47%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
12,232
shares
|
$4.5 Million
1.33% of portfolio
|
Q3 2025
Reduced 12.7%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
12,205
shares
|
$4.49 Million
0.73% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
12,186
shares
|
$4.48 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
12,095
shares
|
$4.45 Million
0.28% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
12,001
shares
|
$4.41 Million
0.02% of portfolio
|
Q3 2025
Reduced 29.56%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
11,960
shares
|
$4.4 Million
0.07% of portfolio
|
Q3 2025
Added 18.3%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2025 Q3 2025 |
11,953
shares
|
$4.4 Million
0.75% of portfolio
|
Q3 2025
Reduced 47.34%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
11,946
shares
|
$4.39 Million
0.31% of portfolio
|
Q2 2024
Added 1540.93%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
11,917
shares
|
$4.38 Million
1.48% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
11,879
shares
|
$4.37 Million
1.39% of portfolio
|
Q3 2025
Added 0.27%
|
|