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 |
|---|---|---|---|---|---|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
4,474
shares
|
$1.65 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
4,456
shares
|
$1.64 Million
0.69% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
4,437
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Added 25.27%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
4,432
shares
|
$1.63 Million
0.95% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,419
shares
|
$1.63 Million
0.07% of portfolio
|
Q3 2022
Reduced 11.92%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
4,399
shares
|
$1.62 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
4,393
shares
|
$1.62 Million
0.08% of portfolio
|
Q3 2025
Added 15.27%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
4,389
shares
|
$1.61 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
4,387
shares
|
$1.61 Million
0.15% of portfolio
|
Q4 2025
Reduced 3.43%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
4,380
shares
|
$1.61 Million
0.15% of portfolio
|
Q3 2025
Added 87.9%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
4,378
shares
|
$1.61 Million
0.08% of portfolio
|
Q3 2025
Added 10.61%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
4,317
shares
|
$1.59 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
4,301
shares
|
$1.58 Million
0.06% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
4,290
shares
|
$1.58 Million
0.29% of portfolio
|
Q3 2023
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
4,278
shares
|
$1.57 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,253
shares
|
$1.56 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
4,244
shares
|
$1.56 Million
0.14% of portfolio
|
Q3 2025
Reduced 23.92%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
4,238
shares
|
$1.56 Million
0.23% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
4,221
shares
|
$1.55 Million
0.07% of portfolio
|
Q1 2024
Added 5.53%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
4,182
shares
|
$1.54 Million
0.35% of portfolio
|
Q2 2018
New holding
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
4,176
shares
|
$1.54 Million
0.15% of portfolio
|
Q4 2025
Reduced 27.46%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
4,154
shares
|
$1.53 Million
0.05% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 13, 2026 Q4 2025 |
4,152
shares
|
$1.53 Million
0.96% of portfolio
|
Q4 2025
Added 157.09%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
4,139
shares
|
$1.52 Million
0.04% of portfolio
|
Q1 2023
Added 39.64%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
4,115
shares
|
$1.51 Million
0.08% of portfolio
|
Q3 2025
Added 3.99%
|
|