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 |
|---|---|---|---|---|---|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
11,817
shares
|
$4.35 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
11,815
shares
|
$4.35 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
11,761
shares
|
$4.33 Million
1.45% of portfolio
|
Q4 2025
Added 0.38%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
11,748
shares
|
$4.32 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
11,673
shares
|
$4.29 Million
0.25% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
11,640
shares
|
$4.28 Million
0.09% of portfolio
|
Q3 2025
Added 9.41%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
11,631
shares
|
$4.28 Million
0.03% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
11,609
shares
|
$4.27 Million
0.1% of portfolio
|
Q2 2025
Reduced 68.93%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
11,420
shares
|
$4.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
11,381
shares
|
$4.19 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
11,330
shares
|
$4.17 Million
0.0% of portfolio
|
Q3 2025
Added 25.54%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
11,320
shares
|
$4.16 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
11,299
shares
|
$4.16 Million
3.19% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
11,288
shares
|
$4.15 Million
0.05% of portfolio
|
Q3 2025
Added 29.67%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
11,234
shares
|
$4.13 Million
0.0% of portfolio
|
Q3 2025
Added 15.42%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
11,135
shares
|
$4.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
10,972
shares
|
$4.04 Million
0.05% of portfolio
|
Q3 2025
Added 62.24%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
10,930
shares
|
$4.02 Million
0.13% of portfolio
|
Q3 2025
Added 499.56%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
10,904
shares
|
$4.01 Million
0.17% of portfolio
|
Q3 2025
Added 109.21%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
10,750
shares
|
$3.95 Million
0.15% of portfolio
|
Q3 2022
Added 99.48%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
10,743
shares
|
$3.95 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
10,738
shares
|
$3.95 Million
1.66% of portfolio
|
Q1 2023
Reduced 2.63%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
10,733
shares
|
$3.95 Million
0.84% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
10,714
shares
|
$3.94 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
10,709
shares
|
$3.94 Million
1.53% of portfolio
|
Q3 2025
Reduced 4.7%
|
|