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 1,623 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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
375,997
shares
|
$138 Million
0.16% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
373,521
shares
|
$137 Million
0.45% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
365,557
shares
|
$134 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
364,064
shares
|
$134 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
362,414
shares
|
$133 Million
21.13% of portfolio
|
Q2 2022
Reduced 1.47%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
334,251
shares
|
$123 Million
33.28% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
328,073
shares
|
$121 Million
1.23% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
324,930
shares
|
$120 Million
0.15% of portfolio
|
Q3 2025
Added 20.92%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
314,542
shares
|
$116 Million
0.07% of portfolio
|
Q3 2025
Reduced 12.64%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
307,577
shares
|
$113 Million
0.05% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
302,543
shares
|
$111 Million
6.07% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
301,629
shares
|
$111 Million
14.05% of portfolio
|
Q3 2025
Reduced 12.99%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
287,041
shares
|
$106 Million
1.58% of portfolio
|
Q3 2022
Added 49.67%
|
|
|
Johns Hopkins University
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
264,479
shares
|
$97.3 Million
5.39% of portfolio
|
Q2 2025
Reduced 58.35%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
257,800
shares
|
$94.8 Million
0.16% of portfolio
|
Q3 2025
Added 87.49%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
253,891
shares
|
$93.4 Million
8.16% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
246,924
shares
|
$90.8 Million
2.2% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
234,432
shares
|
$86.2 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
221,192
shares
|
$81.4 Million
16.56% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
213,683
shares
|
$78.6 Million
3.24% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
212,626
shares
|
$78.2 Million
1.09% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
208,269
shares
|
$76.6 Million
0.04% of portfolio
|
Q3 2025
Added 264.74%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
206,396
shares
|
$75.9 Million
31.06% of portfolio
|
Q2 2022
Reduced 0.79%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
206,142
shares
|
$75.8 Million
1.05% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
203,708
shares
|
$74.9 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.59%
|
|