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 1,407 institutions that hold shares in the stock, with a total of 93.4 Million shares, which have been reported (via 13F filing form) to have a value of $31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
391,659
shares
|
$130 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
381,730
shares
|
$127 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
377,918
shares
|
$126 Million
36.06% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
375,997
shares
|
$125 Million
0.16% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
362,414
shares
|
$120 Million
21.13% of portfolio
|
Q2 2022
Reduced 1.47%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
350,393
shares
|
$116 Million
14.63% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
336,365
shares
|
$112 Million
1.98% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
310,883
shares
|
$103 Million
0.22% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
310,196
shares
|
$103 Million
6.25% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
287,041
shares
|
$95.3 Million
1.58% of portfolio
|
Q3 2022
Added 49.67%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
284,410
shares
|
$94.5 Million
0.04% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
264,327
shares
|
$87.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
261,978
shares
|
$87 Million
0.19% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
256,458
shares
|
$85.2 Million
2.18% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
250,392
shares
|
$83.2 Million
8.84% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
240,738
shares
|
$80 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
229,428
shares
|
$76.2 Million
17.42% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
228,137
shares
|
$75.8 Million
5.21% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
225,096
shares
|
$74.8 Million
1.25% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
215,164
shares
|
$71.5 Million
4.76% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
213,682
shares
|
$71 Million
3.15% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Jan 31, 2025 Q4 2024 |
212,359
shares
|
$70.5 Million
0.89% of portfolio
|
Q4 2024
Added 2464.72%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
206,792
shares
|
$68.7 Million
0.1% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
206,396
shares
|
$68.6 Million
31.06% of portfolio
|
Q2 2022
Reduced 0.79%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
200,533
shares
|
$66.6 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.48%
|