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 |
|---|---|---|---|---|---|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
6,586
shares
|
$2.19 Million
0.24% of portfolio
|
Q4 2024
Added 45.19%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,582
shares
|
$2.19 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
6,571
shares
|
$2.18 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
6,571
shares
|
$2.18 Million
0.11% of portfolio
|
Q1 2024
Added 2.18%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
6,419
shares
|
$2.13 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
6,415
shares
|
$2.13 Million
0.06% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
6,403
shares
|
$2.13 Million
0.47% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
6,394
shares
|
$2.12 Million
0.66% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
6,389
shares
|
$2.12 Million
0.08% of portfolio
|
Q3 2024
Added 25.23%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
6,377
shares
|
$2.12 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
6,376
shares
|
$2.12 Million
1.08% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
6,336
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2024
Added 16.49%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
6,325
shares
|
$2.1 Million
0.48% of portfolio
|
Q2 2023
Reduced 1.86%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,305
shares
|
$2.09 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
6,262
shares
|
$2.08 Million
0.17% of portfolio
|
Q3 2024
Reduced 22.74%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
6,217
shares
|
$2.07 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
6,145
shares
|
$2.04 Million
0.24% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
6,139
shares
|
$2.04 Million
0.71% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
6,130
shares
|
$2.04 Million
0.05% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
6,004
shares
|
$1.99 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
5,980
shares
|
$1.99 Million
0.25% of portfolio
|
Q1 2024
Reduced 2.06%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
5,942
shares
|
$1.97 Million
0.09% of portfolio
|
Q3 2024
Added 575.23%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Feb 03, 2025 Q4 2024 |
5,929
shares
|
$1.97 Million
0.87% of portfolio
|
Q3 2023
Added 367.22%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
5,917
shares
|
$1.97 Million
0.13% of portfolio
|
Q3 2022
Reduced 1.5%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
5,888
shares
|
$1.96 Million
0.97% of portfolio
|
Q2 2024
Reduced 0.02%
|