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 |
|---|---|---|---|---|---|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,104
shares
|
$1.51 Million
0.05% of portfolio
|
Q3 2022
Reduced 2.4%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
4,076
shares
|
$1.5 Million
0.36% of portfolio
|
Q3 2023
Reduced 0.44%
|
|
|
Pacific Financial Group Inc
|
Nov 12, 2025 Q3 2025 |
4,043
shares
|
$1.49 Million
1.1% of portfolio
|
Q4 2019
Reduced 98.41%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,040
shares
|
$1.49 Million
0.08% of portfolio
|
Q4 2022
Added 64.5%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
4,036
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
4,036
shares
|
$1.48 Million
0.27% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,031
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
4,029
shares
|
$1.48 Million
0.63% of portfolio
|
Q2 2022
Reduced 78.8%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
4,010
shares
|
$1.48 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.5%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
3,995
shares
|
$1.47 Million
0.66% of portfolio
|
Q4 2023
Reduced 10.71%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
3,938
shares
|
$1.45 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Mc Carthy Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
3,935
shares
|
$1.45 Million
1.1% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
3,922
shares
|
$1.44 Million
0.27% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
3,884
shares
|
$1.43 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Gqg Partners LLC
Ft. Lauderdale, FL |
Nov 13, 2025 Q3 2025 |
3,879
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
3,878
shares
|
$1.43 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
3,868
shares
|
$1.42 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
3,816
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2025
Added 22.74%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
3,813
shares
|
$1.4 Million
0.03% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
3,806
shares
|
$1.4 Million
0.12% of portfolio
|
Q2 2025
Reduced 49.16%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
3,804
shares
|
$1.4 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
3,800
shares
|
$1.4 Million
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
3,798
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
3,753
shares
|
$1.38 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
3,737
shares
|
$1.37 Million
0.17% of portfolio
|
Q3 2025
Added 1.55%
|
|