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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
1,089
shares
|
$361,722
0.04% of portfolio
|
Q3 2024
Reduced 96.28%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,089
shares
|
$361,722
0.2% of portfolio
|
Q4 2021
New holding
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,083
shares
|
$359,729
0.11% of portfolio
|
Q2 2024
Added 4.44%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
1,081
shares
|
$359,064
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
1,078
shares
|
$358,068
0.03% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,078
shares
|
$358,068
0.04% of portfolio
|
Q4 2022
Reduced 29.22%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,075
shares
|
$357,072
0.14% of portfolio
|
Q1 2024
Reduced 4.02%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
1,071
shares
|
$355,743
0.01% of portfolio
|
Q1 2021
Reduced 9.77%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,067
shares
|
$354,414
0.01% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
1,065
shares
|
$353,750
0.02% of portfolio
|
Q4 2024
Reduced 8.97%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
1,061
shares
|
$352,421
0.17% of portfolio
|
Q1 2024
Reduced 3.19%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
1,060
shares
|
$352,089
0.04% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
1,054
shares
|
$350,096
0.01% of portfolio
|
Q3 2024
Added 44.78%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
1,051
shares
|
$349,100
0.11% of portfolio
|
Q2 2022
Reduced 0.1%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
1,050
shares
|
$348,768
0.12% of portfolio
|
Q2 2024
Reduced 23.02%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
1,049
shares
|
$348,435
0.12% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
1,048
shares
|
$348,103
0.12% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
1,048
shares
|
$348,103
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
1,047
shares
|
$347,771
0.16% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
1,047
shares
|
$347,771
0.01% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
1,045
shares
|
$347,107
0.1% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
1,045
shares
|
$347,107
0.01% of portfolio
|
Q4 2024
Added 33.8%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
1,041
shares
|
$345,778
0.1% of portfolio
|
Q1 2024
Added 12.66%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
1,033
shares
|
$343,121
0.15% of portfolio
|
Q2 2024
Reduced 12.09%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
1,032
shares
|
$342,789
0.14% of portfolio
|
Q4 2024
Added 0.29%
|