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 |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
10,679
shares
|
$3.93 Million
0.27% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
10,657
shares
|
$3.92 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
10,529
shares
|
$3.87 Million
1.38% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
10,480
shares
|
$3.86 Million
0.89% of portfolio
|
Q4 2025
Reduced 8.71%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
10,475
shares
|
$3.85 Million
0.85% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
10,416
shares
|
$3.83 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
10,400
shares
|
$3.83 Million
0.14% of portfolio
|
Q3 2025
Added 16.51%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
10,381
shares
|
$3.82 Million
0.03% of portfolio
|
Q3 2025
Added 35.36%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
10,315
shares
|
$3.79 Million
1.44% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
10,300
shares
|
$3.79 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
10,256
shares
|
$3.77 Million
1.07% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jan 12, 2026 Q4 2025 |
10,107
shares
|
$3.72 Million
3.77% of portfolio
|
Q4 2025
Reduced 0.04%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
10,081
shares
|
$3.71 Million
1.85% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
10,004
shares
|
$3.68 Million
0.67% of portfolio
|
Q2 2024
Added 3.9%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
9,998
shares
|
$3.68 Million
0.06% of portfolio
|
Q3 2025
Added 24.32%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
9,966
shares
|
$3.67 Million
0.78% of portfolio
|
Q4 2025
Reduced 12.08%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
9,931
shares
|
$3.65 Million
0.25% of portfolio
|
Q3 2025
Reduced 20.65%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
9,912
shares
|
$3.65 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
9,886
shares
|
$3.64 Million
0.74% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
9,857
shares
|
$3.63 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
9,826
shares
|
$3.61 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
9,823
shares
|
$3.61 Million
0.03% of portfolio
|
Q2 2022
Reduced 8.11%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,771
shares
|
$3.59 Million
0.03% of portfolio
|
Q2 2025
Added 161.05%
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
9,677
shares
|
$3.56 Million
1.89% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
9,650
shares
|
$3.55 Million
1.61% of portfolio
|
Q3 2025
Added 6.51%
|
|