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 |
|---|---|---|---|---|---|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
7,482
shares
|
$2.75 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
7,449
shares
|
$2.74 Million
0.01% of portfolio
|
Q2 2022
Added 9.85%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
7,441
shares
|
$2.74 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
7,441
shares
|
$2.74 Million
0.0% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
7,346
shares
|
$2.7 Million
0.1% of portfolio
|
Q3 2025
Added 9.9%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
7,335
shares
|
$2.7 Million
0.26% of portfolio
|
Q3 2025
Reduced 7.58%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
7,334
shares
|
$2.7 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
7,334
shares
|
$2.7 Million
1.08% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
7,326
shares
|
$2.7 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 31, 2025 Q3 2025 |
7,303
shares
|
$2.69 Million
0.52% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
7,291
shares
|
$2.68 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
7,252
shares
|
$2.67 Million
1.24% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
7,222
shares
|
$2.66 Million
0.39% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
7,176
shares
|
$2.64 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
7,159
shares
|
$2.63 Million
0.1% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
7,107
shares
|
$2.61 Million
0.27% of portfolio
|
Q4 2025
Added 5.73%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
7,098
shares
|
$2.61 Million
0.22% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
7,051
shares
|
$2.59 Million
0.18% of portfolio
|
Q3 2025
Reduced 17.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
7,051
shares
|
$2.59 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
6,983
shares
|
$2.57 Million
0.28% of portfolio
|
Q4 2025
Reduced 2.17%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
6,982
shares
|
$2.57 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
6,979
shares
|
$2.57 Million
1.01% of portfolio
|
Q3 2025
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
6,979
shares
|
$2.57 Million
0.99% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,958
shares
|
$2.56 Million
0.04% of portfolio
|
Q2 2024
Added 85.2%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
6,890
shares
|
$2.53 Million
0.27% of portfolio
|
Q2 2024
Reduced 6.77%
|
|