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 |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
3,228
shares
|
$1.19 Million
0.46% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
3,222
shares
|
$1.19 Million
0.36% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
3,215
shares
|
$1.18 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
3,205
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2025
Reduced 16.69%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,189
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
3,186
shares
|
$1.17 Million
0.13% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,185
shares
|
$1.17 Million
0.17% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
3,165
shares
|
$1.16 Million
0.06% of portfolio
|
Q4 2023
Reduced 1.22%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
3,155
shares
|
$1.16 Million
0.25% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
3,150
shares
|
$1.16 Million
0.06% of portfolio
|
Q4 2019
Reduced 4.55%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
3,147
shares
|
$1.16 Million
0.06% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
3,143
shares
|
$1.16 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
3,121
shares
|
$1.15 Million
0.12% of portfolio
|
Q2 2025
Reduced 64.25%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,109
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2025
Added 25.21%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
3,104
shares
|
$1.14 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
3,097
shares
|
$1.14 Million
1.01% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
3,076
shares
|
$1.13 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
3,067
shares
|
$1.13 Million
0.1% of portfolio
|
Q3 2025
Added 42.98%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
3,066
shares
|
$1.13 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
3,057
shares
|
$1.12 Million
0.18% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
3,042
shares
|
$1.12 Million
0.35% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
Cortland Associates Inc
|
Oct 23, 2025 Q3 2025 |
3,038
shares
|
$1.12 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,001
shares
|
$1.1 Million
0.05% of portfolio
|
Q2 2024
Reduced 20.03%
|
|
|
Chandler Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
3,000
shares
|
$1.1 Million
0.18% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
2,985
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2025
Added 8.78%
|
|