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 |
|---|---|---|---|---|---|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
3,443
shares
|
$1.27 Million
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
3,442
shares
|
$1.27 Million
0.49% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Nov 13, 2025 Q3 2025 |
3,439
shares
|
$1.27 Million
1.24% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
3,435
shares
|
$1.26 Million
0.18% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
3,426
shares
|
$1.26 Million
0.2% of portfolio
|
Q3 2025
Reduced 18.31%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
3,425
shares
|
$1.26 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Ti Trust, Inc
|
Oct 22, 2025 Q3 2025 |
3,419
shares
|
$1.26 Million
0.79% of portfolio
|
Q3 2023
Added 0.89%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
3,400
shares
|
$1.25 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
3,400
shares
|
$1.25 Million
0.1% of portfolio
|
Q1 2022
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
3,385
shares
|
$1.25 Million
1.11% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,379
shares
|
$1.24 Million
0.18% of portfolio
|
Q2 2022
Added 0.15%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,379
shares
|
$1.24 Million
0.13% of portfolio
|
Q2 2024
Reduced 77.89%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
3,373
shares
|
$1.24 Million
0.11% of portfolio
|
Q2 2022
Added 23.51%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
3,331
shares
|
$1.23 Million
0.39% of portfolio
|
Q3 2025
Reduced 51.84%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
3,328
shares
|
$1.22 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
3,328
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,326
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,309
shares
|
$1.22 Million
0.3% of portfolio
|
Q3 2022
Reduced 1.11%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3,304
shares
|
$1.22 Million
0.37% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
3,301
shares
|
$1.21 Million
0.86% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
3,288
shares
|
$1.21 Million
0.22% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
3,267
shares
|
$1.2 Million
0.71% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
3,265
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
3,264
shares
|
$1.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
3,263
shares
|
$1.2 Million
0.35% of portfolio
|
Q3 2025
Added 0.25%
|
|