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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
1,603
shares
|
$589,711
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
1,600
shares
|
$588,608
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
1,599
shares
|
$588,240
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,599
shares
|
$588,240
0.06% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,598
shares
|
$587,872
0.4% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
1,578
shares
|
$580,514
0.35% of portfolio
|
Q3 2025
Reduced 16.38%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
1,570
shares
|
$577,571
0.04% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,566
shares
|
$576,100
0.09% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 13, 2026 Q4 2025 |
1,559
shares
|
$573,524
0.25% of portfolio
|
Q4 2025
Reduced 16.94%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
1,558
shares
|
$573,157
0.09% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
1,555
shares
|
$572,053
0.05% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
1,542
shares
|
$567,270
0.1% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
1,535
shares
|
$564,695
0.09% of portfolio
|
Q1 2018
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
1,533
shares
|
$563,960
0.16% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,528
shares
|
$562,120
0.01% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
1,525
shares
|
$561,017
0.01% of portfolio
|
Q1 2024
Reduced 2.56%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
1,508
shares
|
$554,763
0.03% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
1,490
shares
|
$548,141
0.04% of portfolio
|
Q4 2024
Reduced 99.69%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
1,488
shares
|
$547,405
0.08% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
1,479
shares
|
$544,094
0.01% of portfolio
|
Q3 2025
Reduced 14.06%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
1,478
shares
|
$543,726
0.03% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
1,477
shares
|
$543,358
0.01% of portfolio
|
Q3 2025
Reduced 19.82%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
1,477
shares
|
$543,358
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
1,469
shares
|
$540,415
0.24% of portfolio
|
Q2 2023
Added 9.06%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
1,469
shares
|
$540,415
0.13% of portfolio
|
Q2 2025
Added 42.07%
|
|