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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
8,501
shares
|
$3.13 Million
0.07% of portfolio
|
Q3 2025
Added 6.8%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
8,498
shares
|
$3.13 Million
0.04% of portfolio
|
Q3 2025
Added 462.78%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
8,487
shares
|
$3.12 Million
0.74% of portfolio
|
Q1 2023
Reduced 0.35%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
8,344
shares
|
$3.07 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
8,296
shares
|
$3.05 Million
1.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
8,280
shares
|
$3.05 Million
0.33% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
8,206
shares
|
$3.02 Million
0.32% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
8,124
shares
|
$2.99 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
8,115
shares
|
$2.99 Million
1.3% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
8,115
shares
|
$2.99 Million
0.43% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
7,970
shares
|
$2.93 Million
0.97% of portfolio
|
Q1 2023
Added 0.38%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
7,957
shares
|
$2.93 Million
0.15% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
7,815
shares
|
$2.87 Million
0.01% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 12, 2026 Q4 2025 |
7,795
shares
|
$2.87 Million
1.25% of portfolio
|
Q4 2025
Reduced 1.27%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
7,785
shares
|
$2.86 Million
0.44% of portfolio
|
Q4 2025
Added 3.62%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
7,764
shares
|
$2.86 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
7,690
shares
|
$2.83 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
7,631
shares
|
$2.81 Million
0.21% of portfolio
|
Q4 2025
Reduced 3.78%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
7,593
shares
|
$2.79 Million
0.05% of portfolio
|
Q4 2025
Added 0.88%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
7,574
shares
|
$2.79 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2025 Q3 2025 |
7,572
shares
|
$2.79 Million
0.61% of portfolio
|
Q3 2025
Reduced 15.85%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
7,558
shares
|
$2.78 Million
0.13% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
7,546
shares
|
$2.78 Million
0.06% of portfolio
|
Q2 2025
Reduced 70.53%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
7,542
shares
|
$2.77 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
7,487
shares
|
$2.75 Million
0.27% of portfolio
|
Q3 2025
Reduced 4.48%
|
|