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 1,627 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 |
|---|---|---|---|---|---|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
3,693
shares
|
$1.36 Million
0.34% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
3,692
shares
|
$1.36 Million
0.34% of portfolio
|
Q4 2024
Added 226.15%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2025 Q3 2025 |
3,684
shares
|
$1.36 Million
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
3,657
shares
|
$1.35 Million
0.11% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
3,638
shares
|
$1.34 Million
0.37% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
3,624
shares
|
$1.33 Million
0.22% of portfolio
|
Q4 2025
Reduced 2.03%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
3,621
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
3,613
shares
|
$1.33 Million
0.19% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
3,606
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
3,601
shares
|
$1.32 Million
0.38% of portfolio
|
Q4 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
3,568
shares
|
$1.31 Million
0.32% of portfolio
|
Q1 2024
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
3,554
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
3,548
shares
|
$1.31 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.52%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
3,543
shares
|
$1.3 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
3,543
shares
|
$1.3 Million
0.28% of portfolio
|
Q3 2025
Added 32.15%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
3,542
shares
|
$1.3 Million
0.83% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 17, 2025 Q3 2025 |
3,542
shares
|
$1.3 Million
0.6% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
3,523
shares
|
$1.3 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,497
shares
|
$1.29 Million
0.08% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
3,496
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
3,489
shares
|
$1.28 Million
0.2% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
3,482
shares
|
$1.28 Million
0.32% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
3,476
shares
|
$1.28 Million
0.59% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,472
shares
|
$1.28 Million
0.14% of portfolio
|
Q1 2023
Reduced 8.46%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
3,471
shares
|
$1.28 Million
0.57% of portfolio
|
Q4 2024
Added 0.32%
|
|