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 |
|---|---|---|---|---|---|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
8,245
shares
|
$2.74 Million
0.61% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
8,213
shares
|
$2.73 Million
0.11% of portfolio
|
Q4 2024
Added 91.09%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
8,195
shares
|
$2.72 Million
1.25% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
8,112
shares
|
$2.69 Million
0.14% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,094
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
8,081
shares
|
$2.68 Million
1.36% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
8,057
shares
|
$2.68 Million
0.46% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
8,047
shares
|
$2.67 Million
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
8,037
shares
|
$2.67 Million
0.24% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
7,970
shares
|
$2.65 Million
0.97% of portfolio
|
Q1 2023
Added 0.38%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
7,939
shares
|
$2.64 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
7,916
shares
|
$2.63 Million
0.55% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
7,882
shares
|
$2.62 Million
0.27% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
7,852
shares
|
$2.61 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
7,764
shares
|
$2.58 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
7,583
shares
|
$2.52 Million
0.92% of portfolio
|
Q4 2023
Added 45.85%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,558
shares
|
$2.51 Million
0.15% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
7,542
shares
|
$2.51 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
7,531
shares
|
$2.5 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
7,449
shares
|
$2.47 Million
0.01% of portfolio
|
Q2 2022
Added 9.85%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
7,429
shares
|
$2.47 Million
0.57% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
7,398
shares
|
$2.46 Million
0.98% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
7,367
shares
|
$2.45 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
7,314
shares
|
$2.43 Million
0.11% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
7,310
shares
|
$2.43 Million
0.09% of portfolio
|
Q2 2024
Added 19.11%
|