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 |
|---|---|---|---|---|---|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
5,559
shares
|
$1.84 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
5,556
shares
|
$1.84 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
5,471
shares
|
$1.81 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,460
shares
|
$1.81 Million
0.28% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
5,452
shares
|
$1.81 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
5,440
shares
|
$1.8 Million
0.16% of portfolio
|
Q4 2023
Added 0.11%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
5,417
shares
|
$1.8 Million
0.13% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
5,366
shares
|
$1.78 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
5,360
shares
|
$1.78 Million
0.3% of portfolio
|
Q4 2024
Reduced 11.83%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
5,323
shares
|
$1.76 Million
0.42% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
5,266
shares
|
$1.75 Million
0.37% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,239
shares
|
$1.74 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
5,209
shares
|
$1.73 Million
1.7% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
5,193
shares
|
$1.72 Million
0.06% of portfolio
|
Q4 2022
Reduced 66.91%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
5,182
shares
|
$1.72 Million
0.52% of portfolio
|
Q4 2023
Added 0.23%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,160
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2022
Reduced 11.43%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
5,142
shares
|
$1.7 Million
0.03% of portfolio
|
Q4 2024
Added 38.0%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,127
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2022
Reduced 6.42%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
5,124
shares
|
$1.7 Million
0.29% of portfolio
|
Q4 2024
Reduced 24.19%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
5,111
shares
|
$1.69 Million
0.24% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
5,076
shares
|
$1.68 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
5,035
shares
|
$1.67 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
5,033
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Added 22.01%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
5,020
shares
|
$1.66 Million
0.07% of portfolio
|
Q4 2024
Reduced 94.57%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
4,991
shares
|
$1.65 Million
0.11% of portfolio
|
Q4 2023
Reduced 0.8%
|