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 |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
9,332
shares
|
$3.1 Million
0.35% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
9,084
shares
|
$3.02 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
9,064
shares
|
$3.01 Million
0.93% of portfolio
|
Q4 2023
Reduced 3.02%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
8,950
shares
|
$2.97 Million
0.59% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
8,894
shares
|
$2.95 Million
0.43% of portfolio
|
Q4 2024
Added 148.99%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
8,854
shares
|
$2.94 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
8,850
shares
|
$2.94 Million
0.0% of portfolio
|
Q3 2024
Added 24.14%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
8,693
shares
|
$2.89 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
8,662
shares
|
$2.88 Million
0.29% of portfolio
|
Q4 2024
Reduced 23.66%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
8,607
shares
|
$2.86 Million
0.15% of portfolio
|
Q2 2023
Added 219.13%
|
|
|
Alaska Permanent Capital Management
|
Jan 29, 2025 Q4 2024 |
8,604
shares
|
$2.86 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,601
shares
|
$2.86 Million
0.07% of portfolio
|
Q2 2020
Reduced 1.56%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
8,594
shares
|
$2.85 Million
1.59% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
8,567
shares
|
$2.85 Million
0.8% of portfolio
|
Q1 2024
Reduced 48.44%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
8,487
shares
|
$2.82 Million
0.74% of portfolio
|
Q1 2023
Reduced 0.35%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
8,474
shares
|
$2.81 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
8,452
shares
|
$2.81 Million
0.02% of portfolio
|
Q3 2023
Reduced 0.08%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
8,444
shares
|
$2.8 Million
0.31% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,416
shares
|
$2.8 Million
1.3% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
8,364
shares
|
$2.78 Million
0.3% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
8,362
shares
|
$2.78 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
8,354
shares
|
$2.77 Million
0.03% of portfolio
|
Q1 2024
Reduced 2.05%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
8,334
shares
|
$2.77 Million
1.93% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
8,296
shares
|
$2.76 Million
1.08% of portfolio
|
Q4 2023
New holding
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
8,270
shares
|
$2.75 Million
1.32% of portfolio
|
Q4 2024
Reduced 0.24%
|