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 |
|---|---|---|---|---|---|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
4,810
shares
|
$1.77 Million
0.68% of portfolio
|
Q4 2023
Reduced 2.04%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,799
shares
|
$1.77 Million
0.8% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
4,779
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
4,772
shares
|
$1.76 Million
0.06% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
4,758
shares
|
$1.75 Million
0.95% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
4,748
shares
|
$1.75 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.98%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
4,730
shares
|
$1.74 Million
0.28% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
4,723
shares
|
$1.74 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Parisi Gray Wealth Management
|
Jan 07, 2026 Q4 2025 |
4,722
shares
|
$1.74 Million
0.44% of portfolio
|
Q4 2025
Reduced 0.04%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,698
shares
|
$1.73 Million
0.22% of portfolio
|
Q3 2021
Reduced 18.01%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,657
shares
|
$1.71 Million
0.27% of portfolio
|
Q1 2023
Reduced 0.43%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
4,654
shares
|
$1.71 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
4,649
shares
|
$1.71 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jan 02, 2026 Q4 2025 |
4,646
shares
|
$1.71 Million
0.95% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
4,632
shares
|
$1.7 Million
0.09% of portfolio
|
Q3 2025
Added 201.17%
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
4,597
shares
|
$1.69 Million
0.66% of portfolio
|
Q1 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
4,593
shares
|
$1.69 Million
0.07% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
4,570
shares
|
$1.68 Million
0.11% of portfolio
|
Q1 2025
Added 31.81%
|
|
|
Advisor Resource Council
|
Nov 12, 2025 Q3 2025 |
4,539
shares
|
$1.67 Million
2.41% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
4,535
shares
|
$1.67 Million
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
4,528
shares
|
$1.67 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
4,523
shares
|
$1.66 Million
0.1% of portfolio
|
Q1 2025
Added 21.49%
|
|
|
Crestmont Private Wealth LLC
|
Nov 12, 2025 Q3 2025 |
4,522
shares
|
$1.66 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
4,501
shares
|
$1.66 Million
0.99% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
4,480
shares
|
$1.65 Million
0.06% of portfolio
|
Q4 2025
Reduced 7.32%
|
|