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 |
|---|---|---|---|---|---|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,164
shares
|
$428,212
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
1,163
shares
|
$427,844
0.18% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
1,159
shares
|
$426,372
0.04% of portfolio
|
Q3 2025
Reduced 8.88%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
1,154
shares
|
$424,533
0.06% of portfolio
|
Q3 2025
Reduced 12.18%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
1,152
shares
|
$423,797
0.08% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
1,149
shares
|
$422,694
0.23% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
1,147
shares
|
$421,958
0.05% of portfolio
|
Q3 2025
Reduced 69.08%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2025 Q3 2025 |
1,140
shares
|
$419,383
0.0% of portfolio
|
Q3 2025
Reduced 88.89%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
1,135
shares
|
$417,543
0.04% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
1,135
shares
|
$417,543
0.05% of portfolio
|
Q3 2025
Reduced 8.98%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,127
shares
|
$414,600
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
1,126
shares
|
$414,232
0.07% of portfolio
|
Q3 2023
Reduced 0.35%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
1,121
shares
|
$412,393
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
1,111
shares
|
$408,714
0.06% of portfolio
|
Q3 2023
Added 16.95%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
1,107
shares
|
$407,243
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,106
shares
|
$406,875
0.05% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
1,103
shares
|
$405,771
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
1,103
shares
|
$405,771
0.11% of portfolio
|
Q3 2025
Reduced 11.97%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
1,102
shares
|
$405,403
0.09% of portfolio
|
Q4 2023
Reduced 7.24%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
1,101
shares
|
$405,035
0.12% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
1,100
shares
|
$404,668
0.05% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
1,092
shares
|
$401,724
0.07% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,089
shares
|
$400,621
0.2% of portfolio
|
Q4 2021
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
1,087
shares
|
$399,885
0.01% of portfolio
|
Q3 2025
Reduced 22.52%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
1,082
shares
|
$398,046
0.03% of portfolio
|
Q3 2025
Reduced 1.19%
|
|