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 |
|---|---|---|---|---|---|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,275
shares
|
$469,047
0.24% of portfolio
|
Q3 2023
Reduced 20.16%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
1,271
shares
|
$467,575
0.04% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Astoria Strategic Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
1,264
shares
|
$465,000
0.12% of portfolio
|
Q4 2024
Reduced 31.15%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
1,263
shares
|
$464,632
0.2% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Everest Management Corp.
Cupertino, CA |
Nov 06, 2025 Q3 2025 |
1,259
shares
|
$463,160
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
1,248
shares
|
$459,114
0.01% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
1,246
shares
|
$458,378
0.07% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
1,241
shares
|
$456,539
0.15% of portfolio
|
Q3 2024
Added 32.02%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
1,234
shares
|
$453,963
0.15% of portfolio
|
Q3 2025
Added 35.16%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
1,230
shares
|
$452,492
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
1,230
shares
|
$452,492
0.17% of portfolio
|
Q3 2025
Reduced 19.24%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,222
shares
|
$449,549
0.02% of portfolio
|
Q4 2022
Added 4.8%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
1,221
shares
|
$449,181
0.02% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
1,201
shares
|
$441,823
0.03% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
1,200
shares
|
$441,456
0.14% of portfolio
|
Q4 2025
Reduced 3.15%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2025 Q3 2025 |
1,200
shares
|
$441,456
0.29% of portfolio
|
Q2 2020
New holding
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
1,200
shares
|
$441,456
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
1,199
shares
|
$441,088
0.13% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
1,190
shares
|
$437,777
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
1,173
shares
|
$431,523
0.1% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
1,170
shares
|
$430,419
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
1,169
shares
|
$430,051
0.09% of portfolio
|
Q3 2025
Reduced 24.87%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 08, 2026 Q4 2025 |
1,167
shares
|
$429,315
0.3% of portfolio
|
Q4 2025
Reduced 22.97%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
1,166
shares
|
$428,948
0.09% of portfolio
|
Q2 2025
Added 85.96%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
1,165
shares
|
$428,580
0.13% of portfolio
|
Q3 2025
Reduced 0.43%
|
|