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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
2,978
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Added 108.54%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
2,967
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Ifg Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
2,964
shares
|
$1.09 Million
0.19% of portfolio
|
Q4 2025
Reduced 34.99%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2,957
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2025
Added 112.73%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
2,953
shares
|
$1.09 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,952
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Mittelman Wealth Management
Andover, MA |
Nov 17, 2025 Q3 2025 |
2,952
shares
|
$1.09 Million
0.71% of portfolio
|
Q3 2025
Added 25.51%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
2,945
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2023
Reduced 21.82%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 14, 2025 Q3 2025 |
2,926
shares
|
$1.08 Million
0.33% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
2,913
shares
|
$1.07 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,908
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2025
Added 19.18%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
2,906
shares
|
$1.07 Million
0.12% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Tandem Capital Management Corp
|
Nov 12, 2025 Q3 2025 |
2,895
shares
|
$1.07 Million
0.55% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,867
shares
|
$1.05 Million
0.36% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
2,856
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2025
Added 1.13%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
2,841
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2025
Reduced 24.0%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
2,840
shares
|
$1.04 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
2,824
shares
|
$1.04 Million
0.07% of portfolio
|
Q2 2020
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
2,816
shares
|
$1.04 Million
0.04% of portfolio
|
Q4 2025
Reduced 38.43%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 06, 2026 Q4 2025 |
2,805
shares
|
$1.03 Million
0.49% of portfolio
|
Q4 2025
New holding
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
2,800
shares
|
$1.03 Million
0.4% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
2,782
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2025
Reduced 12.32%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
2,778
shares
|
$1.02 Million
0.18% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Enzi Wealth
Austin, TX |
Oct 17, 2025 Q3 2025 |
2,757
shares
|
$1.01 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
2,755
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.07%
|
|