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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
5,598
shares
|
$2.06 Million
0.05% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
5,582
shares
|
$2.05 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
5,580
shares
|
$2.05 Million
0.02% of portfolio
|
Q3 2025
Added 16.23%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
5,516
shares
|
$2.03 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Ade, LLC
|
Nov 06, 2025 Q3 2025 |
5,490
shares
|
$2.02 Million
1.14% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
5,480
shares
|
$2.02 Million
0.6% of portfolio
|
Q3 2025
Added 82.48%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
5,475
shares
|
$2.01 Million
0.02% of portfolio
|
Q3 2025
Added 34.42%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
5,473
shares
|
$2.01 Million
0.32% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,461
shares
|
$2.01 Million
0.03% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
Auour Investments LLC
Wenham, MA |
Jan 12, 2026 Q4 2025 |
5,453
shares
|
$2.01 Million
0.69% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
5,440
shares
|
$2 Million
0.16% of portfolio
|
Q4 2023
Added 0.11%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
5,422
shares
|
$1.99 Million
0.03% of portfolio
|
Q3 2025
Added 99.63%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
5,413
shares
|
$1.99 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
5,412
shares
|
$1.99 Million
0.88% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
5,410
shares
|
$1.99 Million
0.2% of portfolio
|
Q3 2025
Added 226.3%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
5,405
shares
|
$1.99 Million
0.66% of portfolio
|
Q3 2025
Reduced 8.96%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
5,383
shares
|
$1.98 Million
0.7% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
5,369
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
5,327
shares
|
$1.96 Million
0.03% of portfolio
|
Q3 2025
Added 17.31%
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
5,326
shares
|
$1.96 Million
0.68% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
5,281
shares
|
$1.94 Million
0.42% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
5,273
shares
|
$1.94 Million
0.35% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
5,246
shares
|
$1.93 Million
0.11% of portfolio
|
Q4 2025
Added 459.28%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
5,237
shares
|
$1.93 Million
1.68% of portfolio
|
Q4 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
5,227
shares
|
$1.92 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.58%
|
|