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 1,424 institutions that hold shares in the stock, with a total of 94.5 Million shares, which have been reported (via 13F filing form) to have a value of $31.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
$2.03 Million
0.05% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
6,060
shares
|
$2.01 Million
0.04% of portfolio
|
Q4 2024
Added 56.63%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
5,980
shares
|
$1.98 Million
0.25% of portfolio
|
Q1 2024
Reduced 2.06%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 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
|
$1.96 Million
0.13% of portfolio
|
Q3 2022
Reduced 1.5%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
5,892
shares
|
$1.95 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
5,888
shares
|
$1.95 Million
0.97% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
5,858
shares
|
$1.94 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
5,813
shares
|
$1.93 Million
0.03% of portfolio
|
Q4 2024
Added 64.49%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
5,792
shares
|
$1.92 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Jan 24, 2025 Q4 2024 |
5,784
shares
|
$1.92 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
5,778
shares
|
$1.92 Million
0.09% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
5,763
shares
|
$1.91 Million
0.5% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
5,760
shares
|
$1.91 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
5,730
shares
|
$1.9 Million
0.07% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
5,698
shares
|
$1.89 Million
1.15% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jan 15, 2025 Q4 2024 |
5,696
shares
|
$1.89 Million
1.25% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
5,690
shares
|
$1.89 Million
0.25% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
5,655
shares
|
$1.87 Million
0.15% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
5,631
shares
|
$1.87 Million
0.78% of portfolio
|
Q2 2022
Added 17.66%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
5,627
shares
|
$1.87 Million
0.42% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
5,578
shares
|
$1.85 Million
0.18% of portfolio
|
Q3 2022
Reduced 1.41%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
5,568
shares
|
$1.85 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.22%
|