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 1,409 institutions that hold shares in the stock, with a total of 93.6 Million shares, which have been reported (via 13F filing form) to have a value of $31.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
2,954
shares
|
$981,200
0.11% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
2,954
shares
|
$981,200
0.02% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,945
shares
|
$978,211
0.05% of portfolio
|
Q3 2023
Reduced 21.82%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
2,939
shares
|
$976,218
0.01% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
2,907
shares
|
$965,589
0.04% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,901
shares
|
$963,596
0.05% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
2,895
shares
|
$961,603
0.55% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
2,894
shares
|
$961,271
0.11% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
2,867
shares
|
$952,302
0.36% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
2,855
shares
|
$948,316
0.06% of portfolio
|
Q2 2023
Reduced 4.99%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
2,840
shares
|
$943,334
0.22% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
2,824
shares
|
$938,019
0.06% of portfolio
|
Q2 2020
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
2,813
shares
|
$934,366
0.04% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
2,808
shares
|
$932,705
0.01% of portfolio
|
Q3 2024
Reduced 24.54%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
2,788
shares
|
$926,062
0.0% of portfolio
|
Q3 2024
Reduced 95.1%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
2,772
shares
|
$920,747
0.34% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
2,762
shares
|
$917,425
0.37% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,761
shares
|
$917,093
0.06% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
2,754
shares
|
$914,768
0.15% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
2,752
shares
|
$914,104
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,749
shares
|
$913,107
0.03% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
2,735
shares
|
$908,457
0.19% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
2,705
shares
|
$898,492
0.01% of portfolio
|
Q1 2021
Reduced 16.31%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
2,692
shares
|
$894,174
0.03% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
2,675
shares
|
$888,528
0.43% of portfolio
|
Q4 2024
New holding
|