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 |
|---|---|---|---|---|---|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,860
shares
|
$684,256
0.02% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
1,860
shares
|
$684,256
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,859
shares
|
$683,888
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
1,856
shares
|
$682,785
0.05% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
1,855
shares
|
$682,417
0.33% of portfolio
|
Q2 2022
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
1,854
shares
|
$682,049
0.06% of portfolio
|
Q3 2025
Added 102.62%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 17, 2025 Q3 2025 |
1,852
shares
|
$681,313
0.36% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
1,851
shares
|
$680,945
0.02% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
1,847
shares
|
$679,474
0.01% of portfolio
|
Q4 2024
Added 14.01%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
1,844
shares
|
$678,370
0.3% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
1,843
shares
|
$678,002
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
1,836
shares
|
$675,427
0.03% of portfolio
|
Q4 2025
Added 24.14%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
1,833
shares
|
$674,324
0.07% of portfolio
|
Q3 2025
Added 29.54%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,829
shares
|
$672,852
0.16% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,829
shares
|
$672,852
0.31% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Nov 12, 2025 Q3 2025 |
1,827
shares
|
$672,116
0.42% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
1,820
shares
|
$669,541
0.24% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
1,817
shares
|
$668,437
0.04% of portfolio
|
Q3 2025
Added 68.09%
|
|
|
Alcosta Capital Management, Inc.
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
1,817
shares
|
$668,437
0.37% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Nov 14, 2025 Q3 2025 |
1,812
shares
|
$666,598
0.01% of portfolio
|
Q3 2025
Reduced 8.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
1,811
shares
|
$666,230
0.01% of portfolio
|
Q3 2025
Added 27.99%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
1,803
shares
|
$663,287
0.05% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
1,801
shares
|
$662,551
0.07% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 06, 2026 Q4 2025 |
1,798
shares
|
$661,448
0.17% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
1,795
shares
|
$660,344
0.08% of portfolio
|
Q2 2025
Reduced 14.24%
|
|