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 |
|---|---|---|---|---|---|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
7,282
shares
|
$2.42 Million
1.28% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
7,231
shares
|
$2.4 Million
0.6% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
7,198
shares
|
$2.39 Million
1.48% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
7,195
shares
|
$2.39 Million
0.16% of portfolio
|
Q3 2024
Reduced 23.38%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
7,143
shares
|
$2.37 Million
0.11% of portfolio
|
Q4 2024
Added 30.18%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
7,135
shares
|
$2.37 Million
0.39% of portfolio
|
Q4 2024
Reduced 15.64%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
7,057
shares
|
$2.34 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
6,982
shares
|
$2.32 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
6,962
shares
|
$2.31 Million
1.2% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,958
shares
|
$2.31 Million
0.04% of portfolio
|
Q2 2024
Added 85.2%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
6,911
shares
|
$2.3 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
6,908
shares
|
$2.29 Million
0.77% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
6,890
shares
|
$2.29 Million
0.27% of portfolio
|
Q2 2024
Reduced 6.77%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
6,885
shares
|
$2.29 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
6,859
shares
|
$2.28 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
6,850
shares
|
$2.28 Million
0.09% of portfolio
|
Q2 2024
Added 13.41%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
6,836
shares
|
$2.27 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
6,833
shares
|
$2.27 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
6,788
shares
|
$2.25 Million
0.11% of portfolio
|
Q4 2024
Reduced 19.45%
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
6,761
shares
|
$2.25 Million
0.52% of portfolio
|
Q4 2024
Reduced 10.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
6,741
shares
|
$2.24 Million
0.02% of portfolio
|
Q3 2024
Added 81.06%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
6,732
shares
|
$2.24 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
6,697
shares
|
$2.22 Million
0.23% of portfolio
|
Q2 2024
Added 4.53%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
6,694
shares
|
$2.22 Million
0.82% of portfolio
|
Q3 2024
Added 18.56%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
6,680
shares
|
$2.22 Million
0.05% of portfolio
|
Q3 2024
Added 1.74%
|