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 |
|---|---|---|---|---|---|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
1,993
shares
|
$661,994
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Parthenon LLC
|
Jan 31, 2025 Q4 2024 |
1,980
shares
|
$657,676
0.08% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
1,979
shares
|
$657,344
0.04% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
1,978
shares
|
$657,012
0.05% of portfolio
|
Q2 2024
Reduced 8.81%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
1,951
shares
|
$648,044
0.26% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
1,942
shares
|
$645,054
0.14% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2024 Q3 2024 |
1,932
shares
|
$641,733
0.0% of portfolio
|
Q3 2024
Reduced 90.42%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,929
shares
|
$640,736
0.04% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
1,929
shares
|
$640,736
0.12% of portfolio
|
Q4 2024
Reduced 33.96%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
1,918
shares
|
$637,082
0.05% of portfolio
|
Q4 2024
Reduced 99.68%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
1,900
shares
|
$631,104
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
1,900
shares
|
$631,104
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Jan 29, 2025 Q4 2024 |
1,881
shares
|
$624,792
0.46% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
1,873
shares
|
$622,135
0.26% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
1,869
shares
|
$620,807
0.11% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
1,863
shares
|
$618,814
0.02% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,859
shares
|
$617,485
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
1,856
shares
|
$616,488
0.03% of portfolio
|
Q4 2023
Added 14.43%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,856
shares
|
$616,488
0.07% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
1,855
shares
|
$616,156
0.32% of portfolio
|
Q2 2022
New holding
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
1,843
shares
|
$612,170
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jan 16, 2025 Q4 2024 |
1,837
shares
|
$610,177
0.38% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
1,833
shares
|
$608,849
0.3% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,829
shares
|
$607,520
0.13% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 06, 2025 Q4 2024 |
1,821
shares
|
$604,863
0.19% of portfolio
|
Q4 2024
Added 0.11%
|