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 |
|---|---|---|---|---|---|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
5,223
shares
|
$1.92 Million
1.59% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
5,210
shares
|
$1.92 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
5,193
shares
|
$1.91 Million
0.06% of portfolio
|
Q4 2022
Reduced 66.91%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
5,193
shares
|
$1.91 Million
0.73% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
5,182
shares
|
$1.91 Million
0.52% of portfolio
|
Q4 2023
Added 0.23%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
5,179
shares
|
$1.91 Million
0.53% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,160
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2022
Reduced 11.43%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
5,155
shares
|
$1.9 Million
0.07% of portfolio
|
Q4 2025
Added 9.61%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
5,139
shares
|
$1.89 Million
0.27% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,127
shares
|
$1.89 Million
0.03% of portfolio
|
Q3 2022
Reduced 6.42%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
5,108
shares
|
$1.88 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
5,051
shares
|
$1.86 Million
0.11% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
5,050
shares
|
$1.86 Million
0.33% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,048
shares
|
$1.86 Million
0.23% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
5,013
shares
|
$1.84 Million
0.05% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
5,009
shares
|
$1.84 Million
0.77% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
4,996
shares
|
$1.84 Million
0.06% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,991
shares
|
$1.84 Million
0.1% of portfolio
|
Q4 2023
Reduced 0.8%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
4,979
shares
|
$1.83 Million
0.08% of portfolio
|
Q4 2025
Added 6.98%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
4,953
shares
|
$1.82 Million
0.11% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
4,944
shares
|
$1.82 Million
0.02% of portfolio
|
Q3 2025
Added 13.19%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
4,853
shares
|
$1.79 Million
0.03% of portfolio
|
Q4 2025
Added 5.23%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
4,851
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Nov 06, 2025 Q3 2025 |
4,840
shares
|
$1.78 Million
4.39% of portfolio
|
Q3 2025
Added 70.3%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
4,819
shares
|
$1.77 Million
0.46% of portfolio
|
Q2 2025
Added 31.16%
|
|