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 1,424 institutions that hold shares in the stock, with a total of 94.5 Million shares, which have been reported (via 13F filing form) to have a value of $31.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
1,521
shares
|
$504,241
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
1,521
shares
|
$504,241
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
1,518
shares
|
$503,247
0.04% of portfolio
|
Q4 2024
Added 26.5%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,515
shares
|
$502,252
0.05% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,514
shares
|
$501,921
0.03% of portfolio
|
Q2 2024
Reduced 51.4%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
1,509
shares
|
$500,263
0.05% of portfolio
|
Q4 2024
Added 56.05%
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
1,495
shares
|
$495,622
0.09% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
1,490
shares
|
$493,964
0.04% of portfolio
|
Q4 2024
Reduced 99.69%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,489
shares
|
$493,633
0.04% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
1,476
shares
|
$489,323
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
1,469
shares
|
$487,002
0.24% of portfolio
|
Q2 2023
Added 9.06%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
1,466
shares
|
$486,008
0.02% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
1,465
shares
|
$485,676
0.01% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
1,450
shares
|
$480,704
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,450
shares
|
$480,704
0.13% of portfolio
|
Q2 2024
Reduced 19.44%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,447
shares
|
$479,709
0.03% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
1,435
shares
|
$475,731
0.04% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
1,424
shares
|
$472,084
0.05% of portfolio
|
Q2 2024
Added 18.67%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
1,419
shares
|
$470,426
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
1,418
shares
|
$470,095
0.17% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,418
shares
|
$470,095
0.03% of portfolio
|
Q4 2023
Reduced 5.4%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,412
shares
|
$468,106
0.17% of portfolio
|
Q2 2024
Added 2.17%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,408
shares
|
$466,780
0.02% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
1,406
shares
|
$466,117
0.07% of portfolio
|
Q2 2023
Added 11.15%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
1,400
shares
|
$464,128
0.14% of portfolio
|
Q2 2023
Added 7.69%
|