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 |
|---|---|---|---|---|---|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
6,353
shares
|
$2.34 Million
0.51% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
6,334
shares
|
$2.33 Million
0.1% of portfolio
|
Q1 2025
Added 241.27%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
6,333
shares
|
$2.33 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
6,329
shares
|
$2.33 Million
0.04% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
6,325
shares
|
$2.33 Million
0.44% of portfolio
|
Q2 2023
Reduced 1.86%
|
|
|
Gen Wealth Group, Inc.
|
Jan 12, 2026 Q4 2025 |
6,294
shares
|
$2.32 Million
0.39% of portfolio
|
Q4 2025
Reduced 0.25%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
6,159
shares
|
$2.27 Million
0.28% of portfolio
|
Q3 2025
Added 13.49%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
6,146
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2025
Added 13.92%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
6,128
shares
|
$2.25 Million
0.11% of portfolio
|
Q3 2025
Reduced 46.7%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
6,102
shares
|
$2.24 Million
1.42% of portfolio
|
Q3 2025
Reduced 18.96%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
6,095
shares
|
$2.24 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
5,988
shares
|
$2.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
5,942
shares
|
$2.19 Million
0.1% of portfolio
|
Q3 2024
Added 575.23%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
5,939
shares
|
$2.18 Million
0.38% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
5,926
shares
|
$2.18 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
5,917
shares
|
$2.18 Million
0.13% of portfolio
|
Q3 2022
Reduced 1.5%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Oct 30, 2025 Q3 2025 |
5,902
shares
|
$2.17 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
5,858
shares
|
$2.16 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
5,837
shares
|
$2.15 Million
1.08% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,778
shares
|
$2.13 Million
0.09% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
5,757
shares
|
$2.12 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
5,755
shares
|
$2.12 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
5,732
shares
|
$2.11 Million
0.34% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
5,662
shares
|
$2.08 Million
0.29% of portfolio
|
Q1 2025
Reduced 36.05%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
5,631
shares
|
$2.07 Million
0.78% of portfolio
|
Q2 2022
Added 17.66%
|
|