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 |
|---|---|---|---|---|---|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
2,442
shares
|
$811,134
0.54% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
2,440
shares
|
$810,470
0.15% of portfolio
|
Q2 2024
Reduced 1.97%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
2,432
shares
|
$807,813
0.06% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
2,420
shares
|
$803,827
0.01% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
2,402
shares
|
$797,848
0.01% of portfolio
|
Q1 2024
Reduced 6.54%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,390
shares
|
$793,862
0.05% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Penney Financial, LLC
Houston, TX |
Jan 23, 2025 Q4 2024 |
2,380
shares
|
$790,540
0.51% of portfolio
|
Q4 2023
New holding
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
2,377
shares
|
$789,544
0.25% of portfolio
|
Q3 2024
Reduced 75.01%
|
|
|
Notis Mc Conarty Edward
|
Nov 12, 2024 Q3 2024 |
2,370
shares
|
$787,219
0.34% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
2,343
shares
|
$778,250
0.05% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
2,342
shares
|
$777,918
0.35% of portfolio
|
Q2 2023
Reduced 0.21%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
2,338
shares
|
$776,590
0.03% of portfolio
|
Q4 2023
Added 7.54%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,333
shares
|
$774,929
0.1% of portfolio
|
Q1 2023
Reduced 16.53%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
2,326
shares
|
$772,604
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,322
shares
|
$771,275
0.01% of portfolio
|
Q4 2023
Reduced 0.47%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
2,320
shares
|
$770,611
0.07% of portfolio
|
Q3 2024
Added 68.73%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,311
shares
|
$767,621
0.02% of portfolio
|
Q4 2024
Reduced 17.14%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
2,308
shares
|
$766,625
0.03% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
2,300
shares
|
$763,968
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jan 14, 2025 Q4 2024 |
2,273
shares
|
$754,999
1.56% of portfolio
|
Q4 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
2,271
shares
|
$754,335
0.05% of portfolio
|
Q4 2024
Reduced 14.66%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
2,261
shares
|
$751,013
0.52% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
2,260
shares
|
$750,681
0.21% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
2,254
shares
|
$748,688
0.31% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jan 27, 2025 Q4 2024 |
2,251
shares
|
$747,692
0.41% of portfolio
|
Q4 2024
Added 0.31%
|