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 |
---|---|---|---|---|---|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
1,010
shares
|
$335,481
0.01% of portfolio
|
Q4 2024
Added 10.5%
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
1,010
shares
|
$335,481
0.05% of portfolio
|
Q4 2024
Reduced 11.87%
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
1,001
shares
|
$332,492
0.01% of portfolio
|
Q3 2024
Reduced 27.25%
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,000
shares
|
$332,160
0.03% of portfolio
|
Q3 2022
Added 66.67%
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
1,000
shares
|
$332,160
0.06% of portfolio
|
Q4 2022
New holding
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
995
shares
|
$330,499
0.01% of portfolio
|
Q4 2024
Added 16.51%
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
994
shares
|
$330,167
0.03% of portfolio
|
Q4 2024
Added 3.01%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
991
shares
|
$329,170
0.1% of portfolio
|
Q3 2024
Added 1.33%
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
981
shares
|
$325,848
0.02% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
979
shares
|
$325,184
0.07% of portfolio
|
Q4 2022
New holding
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
979
shares
|
$325,184
0.05% of portfolio
|
Q4 2022
New holding
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
977
shares
|
$324,520
0.17% of portfolio
|
Q4 2024
Added 0.31%
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
977
shares
|
$324,520
0.02% of portfolio
|
Q3 2024
Added 0.21%
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
975
shares
|
$323,856
0.17% of portfolio
|
Q3 2023
Reduced 2.5%
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
975
shares
|
$323,856
0.01% of portfolio
|
Q4 2023
Added 9.8%
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
975
shares
|
$323,856
0.01% of portfolio
|
Q3 2024
Reduced 10.39%
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
974
shares
|
$323,523
0.15% of portfolio
|
Q4 2024
New holding
|
|
Tenon Financial LLC
Metuchen, NJ |
Jan 28, 2025 Q4 2024 |
966
shares
|
$320,866
0.2% of portfolio
|
Q1 2024
New holding
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
958
shares
|
$318,209
0.07% of portfolio
|
Q1 2023
New holding
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
957
shares
|
$317,877
0.07% of portfolio
|
Q3 2024
Reduced 47.24%
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
954
shares
|
$316,880
0.15% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
951
shares
|
$315,884
0.11% of portfolio
|
Q2 2024
New holding
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
950
shares
|
$315,552
0.03% of portfolio
|
Q1 2023
Added 111.11%
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
949
shares
|
$315,219
0.2% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
937
shares
|
$311,233
0.02% of portfolio
|
Q1 2024
Reduced 0.11%
|