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 |
|---|---|---|---|---|---|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
1,200
shares
|
$398,592
0.24% of portfolio
|
Q2 2020
New holding
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
1,200
shares
|
$398,592
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
1,194
shares
|
$396,599
0.08% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,194
shares
|
$396,599
0.02% of portfolio
|
Q3 2024
Added 45.79%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
1,190
shares
|
$395,270
0.04% of portfolio
|
Q2 2023
Reduced 4.11%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,173
shares
|
$389,623
0.0% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
1,169
shares
|
$388,295
0.01% of portfolio
|
Q4 2024
Reduced 21.86%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,161
shares
|
$385,637
0.1% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
1,151
shares
|
$382,316
0.08% of portfolio
|
Q4 2024
Reduced 9.65%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
1,150
shares
|
$381,984
0.06% of portfolio
|
Q4 2021
Reduced 11.54%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
1,142
shares
|
$379,326
0.13% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
1,142
shares
|
$379,326
0.24% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
1,139
shares
|
$378,330
0.02% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,138
shares
|
$377,998
0.07% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
1,134
shares
|
$376,669
0.02% of portfolio
|
Q1 2024
Added 1.16%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
1,132
shares
|
$376,005
0.11% of portfolio
|
Q3 2024
Added 28.34%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
1,128
shares
|
$374,676
0.03% of portfolio
|
Q3 2024
Reduced 15.82%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,128
shares
|
$374,676
0.03% of portfolio
|
Q1 2016
Reduced 86.7%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,127
shares
|
$374,344
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
1,126
shares
|
$374,012
0.07% of portfolio
|
Q3 2023
Reduced 0.35%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
1,113
shares
|
$369,694
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
1,111
shares
|
$369,029
0.05% of portfolio
|
Q3 2023
Added 16.95%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
1,104
shares
|
$366,704
0.12% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
1,102
shares
|
$366,040
0.08% of portfolio
|
Q4 2023
Reduced 7.24%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
1,093
shares
|
$363,050
0.11% of portfolio
|
Q4 2024
New holding
|