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 1,471 institutions that hold shares in the stock, with a total of 98.1 Million shares, which have been reported (via 13F filing form) to have a value of $29.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,698
shares
|
$1.44 Million
0.22% of portfolio
|
Q3 2021
Reduced 18.01%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,657
shares
|
$1.43 Million
0.27% of portfolio
|
Q1 2023
Reduced 0.43%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
4,650
shares
|
$1.43 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
4,636
shares
|
$1.42 Million
0.02% of portfolio
|
Q4 2024
Added 89.15%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
4,597
shares
|
$1.41 Million
0.69% of portfolio
|
Q1 2024
New holding
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
4,594
shares
|
$1.41 Million
0.7% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
4,581
shares
|
$1.4 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jan 06, 2025 Q4 2024 |
4,577
shares
|
$1.4 Million
0.87% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
4,570
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Added 53.0%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
4,540
shares
|
$1.39 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
4,535
shares
|
$1.39 Million
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
4,534
shares
|
$1.39 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
4,525
shares
|
$1.39 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
4,523
shares
|
$1.39 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,419
shares
|
$1.35 Million
0.07% of portfolio
|
Q3 2022
Reduced 11.92%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
4,386
shares
|
$1.34 Million
0.9% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
4,357
shares
|
$1.34 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
4,341
shares
|
$1.33 Million
0.13% of portfolio
|
Q4 2024
Added 144.15%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
4,340
shares
|
$1.33 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
4,338
shares
|
$1.33 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
4,328
shares
|
$1.33 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
4,318
shares
|
$1.32 Million
0.02% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
4,317
shares
|
$1.32 Million
0.08% of portfolio
|
Q3 2023
Reduced 2.26%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,305
shares
|
$1.32 Million
0.03% of portfolio
|
Q4 2024
Added 342.9%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
4,290
shares
|
$1.32 Million
0.29% of portfolio
|
Q3 2023
New holding
|