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 |
|---|---|---|---|---|---|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
1,469
shares
|
$540,415
0.13% of portfolio
|
Q2 2025
Added 42.07%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
1,465
shares
|
$538,944
0.02% of portfolio
|
Q3 2025
Added 44.76%
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
1,450
shares
|
$533,426
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Sentry LLC
Memphis, TN |
Oct 22, 2025 Q3 2025 |
1,449
shares
|
$533,058
0.13% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
K.J. Harrison & Partners Inc
|
Nov 10, 2025 Q3 2025 |
1,443
shares
|
$530,850
0.08% of portfolio
|
Q1 2025
Reduced 27.6%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Oct 14, 2025 Q3 2025 |
1,425
shares
|
$524,229
0.55% of portfolio
|
Q3 2025
Reduced 15.93%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
1,424
shares
|
$523,861
0.08% of portfolio
|
Q2 2024
Added 18.67%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
1,423
shares
|
$523,493
0.13% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
1,419
shares
|
$522,021
0.04% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
1,418
shares
|
$521,653
0.16% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,418
shares
|
$521,653
0.03% of portfolio
|
Q4 2023
Reduced 5.4%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
1,417
shares
|
$521,285
0.06% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
1,410
shares
|
$518,710
1.11% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
1,406
shares
|
$517,239
0.07% of portfolio
|
Q2 2023
Added 11.15%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
1,404
shares
|
$516,503
0.0% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
1,403
shares
|
$516,135
0.19% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
1,402
shares
|
$515,767
0.08% of portfolio
|
Q3 2025
Reduced 9.37%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
1,392
shares
|
$512,088
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
1,392
shares
|
$512,088
0.12% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
1,387
shares
|
$510,249
0.05% of portfolio
|
Q3 2025
Added 39.54%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
1,387
shares
|
$510,249
0.05% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
1,386
shares
|
$509,881
0.06% of portfolio
|
Q2 2025
Added 1171.56%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
1,385
shares
|
$509,513
0.03% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
1,375
shares
|
$505,835
0.25% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
1,369
shares
|
$503,627
0.04% of portfolio
|
Q3 2025
Added 0.07%
|
|