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 1,409 institutions that hold shares in the stock, with a total of 93.6 Million shares, which have been reported (via 13F filing form) to have a value of $31.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
4,810
shares
|
$1.6 Million
0.66% of portfolio
|
Q4 2023
Reduced 2.04%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
4,807
shares
|
$1.6 Million
0.09% of portfolio
|
Q4 2024
Reduced 54.51%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
4,798
shares
|
$1.59 Million
0.05% of portfolio
|
Q4 2024
Added 276.9%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
4,763
shares
|
$1.58 Million
0.8% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,707
shares
|
$1.56 Million
0.03% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
4,702
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Added 54.98%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
4,702
shares
|
$1.56 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,698
shares
|
$1.56 Million
0.22% of portfolio
|
Q3 2021
Reduced 18.01%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
4,659
shares
|
$1.55 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,657
shares
|
$1.55 Million
0.27% of portfolio
|
Q1 2023
Reduced 0.43%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
4,620
shares
|
$1.53 Million
0.25% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
4,619
shares
|
$1.53 Million
0.49% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
4,597
shares
|
$1.53 Million
0.69% of portfolio
|
Q1 2024
New holding
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
4,593
shares
|
$1.53 Million
0.73% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
4,581
shares
|
$1.52 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jan 06, 2025 Q4 2024 |
4,577
shares
|
$1.52 Million
0.87% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
4,540
shares
|
$1.51 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
4,535
shares
|
$1.51 Million
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
4,534
shares
|
$1.51 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
4,523
shares
|
$1.5 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Mc Carthy Asset Management, Inc.
|
Nov 15, 2024 Q3 2024 |
4,434
shares
|
$1.47 Million
1.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,419
shares
|
$1.47 Million
0.07% of portfolio
|
Q3 2022
Reduced 11.92%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
4,402
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,402
shares
|
$1.46 Million
0.04% of portfolio
|
Q3 2024
Added 18.72%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
4,395
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2024
Added 6.03%
|