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 |
|---|---|---|---|---|---|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
1,795
shares
|
$660,344
0.08% of portfolio
|
Q2 2025
Reduced 14.24%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
1,787
shares
|
$657,401
0.13% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
1,774
shares
|
$652,619
0.02% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
1,773
shares
|
$652,251
0.16% of portfolio
|
Q4 2025
New holding
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Nov 06, 2025 Q3 2025 |
1,772
shares
|
$651,883
0.31% of portfolio
|
Q4 2021
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
1,768
shares
|
$650,411
0.02% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
1,766
shares
|
$649,676
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 08, 2026 Q4 2025 |
1,766
shares
|
$649,676
0.34% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Aaf Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
1,762
shares
|
$648,204
0.3% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
1,760
shares
|
$647,468
0.07% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,760
shares
|
$647,468
0.02% of portfolio
|
Q1 2024
Added 29.7%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
1,754
shares
|
$645,261
0.03% of portfolio
|
Q2 2025
Reduced 11.37%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
1,749
shares
|
$643,422
0.02% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
1,744
shares
|
$641,582
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
1,740
shares
|
$640,111
0.04% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
1,732
shares
|
$637,168
0.11% of portfolio
|
Q1 2025
Reduced 37.11%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
1,731
shares
|
$636,800
0.03% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
1,730
shares
|
$636,432
0.1% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
1,725
shares
|
$634,593
0.06% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
1,724
shares
|
$634,225
0.16% of portfolio
|
Q3 2025
Added 449.04%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,722
shares
|
$633,489
0.03% of portfolio
|
Q3 2022
Added 7.16%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
1,721
shares
|
$633,121
0.05% of portfolio
|
Q4 2025
Reduced 7.22%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Nov 04, 2025 Q3 2025 |
1,719
shares
|
$632,385
0.5% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
1,718
shares
|
$632,017
0.18% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
1,715
shares
|
$630,914
0.03% of portfolio
|
Q2 2025
Reduced 5.25%
|
|