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 |
|---|---|---|---|---|---|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,674
shares
|
$888,195
0.28% of portfolio
|
Q1 2023
Reduced 3.54%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
2,661
shares
|
$883,877
0.13% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
2,660
shares
|
$883,545
0.02% of portfolio
|
Q4 2024
Added 179.41%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
2,644
shares
|
$878,231
0.01% of portfolio
|
Q3 2024
Added 37.35%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,644
shares
|
$878,231
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
2,633
shares
|
$874,577
0.1% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
2,616
shares
|
$868,930
0.04% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,608
shares
|
$866,273
0.08% of portfolio
|
Q2 2024
Added 106.49%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
2,603
shares
|
$864,612
0.04% of portfolio
|
Q4 2024
Added 42.79%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
2,556
shares
|
$849,000
0.02% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
2,553
shares
|
$848,004
0.01% of portfolio
|
Q4 2022
Added 19.52%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
2,549
shares
|
$846,675
0.32% of portfolio
|
Q1 2023
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
2,549
shares
|
$846,675
0.47% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jan 24, 2025 Q4 2024 |
2,540
shares
|
$843,686
0.05% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,531
shares
|
$840,696
0.06% of portfolio
|
Q3 2023
Reduced 7.32%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
2,530
shares
|
$840,364
0.05% of portfolio
|
Q3 2024
Reduced 15.95%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,529
shares
|
$840,032
0.14% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,527
shares
|
$839,368
0.06% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,502
shares
|
$831,064
0.0% of portfolio
|
Q3 2024
Added 14.51%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
2,482
shares
|
$824,421
0.2% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,482
shares
|
$824,421
0.02% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
2,479
shares
|
$823,424
0.01% of portfolio
|
Q3 2024
Reduced 22.26%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
2,455
shares
|
$815,452
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,451
shares
|
$814,124
0.01% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
2,443
shares
|
$811,466
0.41% of portfolio
|
Q4 2024
Reduced 1.53%
|