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 |
|---|---|---|---|---|---|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,249
shares
|
$747,027
0.06% of portfolio
|
Q2 2023
Reduced 25.78%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
2,240
shares
|
$744,038
0.02% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
2,233
shares
|
$741,713
0.18% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
2,230
shares
|
$740,716
0.08% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
2,224
shares
|
$738,723
0.04% of portfolio
|
Q1 2024
Added 28.85%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,224
shares
|
$738,723
0.56% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
2,217
shares
|
$736,398
0.05% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
2,214
shares
|
$735,402
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
2,212
shares
|
$734,737
0.17% of portfolio
|
Q2 2024
Added 50.48%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
2,210
shares
|
$734,073
0.01% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
2,208
shares
|
$733,409
0.03% of portfolio
|
Q3 2023
Reduced 8.8%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
2,205
shares
|
$732,412
0.32% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
2,204
shares
|
$732,080
0.09% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
2,204
shares
|
$732,080
0.01% of portfolio
|
Q4 2023
Reduced 2.39%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
2,200
shares
|
$730,752
0.19% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,195
shares
|
$729,091
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
2,169
shares
|
$720,455
0.09% of portfolio
|
Q3 2024
Reduced 24.9%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
2,167
shares
|
$719,790
0.12% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
2,159
shares
|
$717,133
0.06% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
2,151
shares
|
$714,476
0.31% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
2,138
shares
|
$710,158
0.06% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
2,137
shares
|
$709,825
0.08% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,132
shares
|
$708,165
0.01% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,124
shares
|
$705,507
0.12% of portfolio
|
Q4 2024
Added 76.41%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
2,117
shares
|
$703,182
0.13% of portfolio
|
Q4 2024
Added 0.14%
|