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 1,424 institutions that hold shares in the stock, with a total of 94.5 Million shares, which have been reported (via 13F filing form) to have a value of $31.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
3,505
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
3,474
shares
|
$1.15 Million
0.08% of portfolio
|
Q4 2024
Reduced 50.86%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,472
shares
|
$1.15 Million
0.14% of portfolio
|
Q1 2023
Reduced 8.46%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
3,471
shares
|
$1.15 Million
0.57% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
3,461
shares
|
$1.15 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
3,440
shares
|
$1.14 Million
0.52% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
3,419
shares
|
$1.13 Million
0.74% of portfolio
|
Q3 2023
Added 0.89%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
3,400
shares
|
$1.13 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,400
shares
|
$1.13 Million
0.09% of portfolio
|
Q1 2022
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,379
shares
|
$1.12 Million
0.18% of portfolio
|
Q2 2022
Added 0.15%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,379
shares
|
$1.12 Million
0.13% of portfolio
|
Q2 2024
Reduced 77.89%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
3,373
shares
|
$1.12 Million
0.11% of portfolio
|
Q2 2022
Added 23.51%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,350
shares
|
$1.11 Million
0.45% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,347
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2024
Added 12.73%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
3,330
shares
|
$1.1 Million
0.09% of portfolio
|
Q4 2024
Reduced 24.27%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
3,326
shares
|
$1.1 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
3,324
shares
|
$1.1 Million
0.2% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,309
shares
|
$1.1 Million
0.3% of portfolio
|
Q3 2022
Reduced 1.11%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
3,306
shares
|
$1.1 Million
0.2% of portfolio
|
Q4 2024
Reduced 24.0%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
3,306
shares
|
$1.1 Million
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
3,293
shares
|
$1.09 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,290
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
3,288
shares
|
$1.09 Million
0.21% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
3,277
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
3,267
shares
|
$1.08 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.27%
|