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 |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,540
shares
|
$934,415
0.0% of portfolio
|
Q3 2025
Reduced 14.1%
|
|
|
One Advisory Partners, LLC
|
Jan 12, 2026 Q4 2025 |
2,535
shares
|
$932,575
0.34% of portfolio
|
Q4 2025
Reduced 0.28%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,531
shares
|
$931,104
0.06% of portfolio
|
Q3 2023
Reduced 7.32%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
2,529
shares
|
$930,368
0.14% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
2,526
shares
|
$929,264
0.01% of portfolio
|
Q3 2025
Reduced 71.62%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
2,523
shares
|
$928,161
0.02% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
2,500
shares
|
$919,700
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
2,500
shares
|
$919,700
0.02% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
2,463
shares
|
$906,088
0.11% of portfolio
|
Q3 2025
Reduced 38.04%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,459
shares
|
$904,616
0.07% of portfolio
|
Q3 2025
Added 62.31%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
2,458
shares
|
$904,249
0.06% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
2,456
shares
|
$903,513
0.02% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
2,446
shares
|
$899,834
0.09% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
2,444
shares
|
$899,098
0.05% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
2,427
shares
|
$892,844
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
2,424
shares
|
$891,741
0.37% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
2,420
shares
|
$890,269
0.02% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
2,416
shares
|
$888,798
0.1% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
2,413
shares
|
$887,694
0.02% of portfolio
|
Q3 2025
Reduced 62.7%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
2,407
shares
|
$885,487
0.2% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
2,403
shares
|
$884,015
0.14% of portfolio
|
Q3 2025
Added 45.99%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
2,389
shares
|
$878,865
0.29% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Penney Financial, LLC
Houston, TX |
Oct 21, 2025 Q3 2025 |
2,380
shares
|
$875,554
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Mycio Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
2,374
shares
|
$873,347
0.2% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
2,367
shares
|
$870,771
0.05% of portfolio
|
Q3 2025
Added 4.5%
|
|