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 |
|---|---|---|---|---|---|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
812
shares
|
$269,713
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
812
shares
|
$269,713
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
810
shares
|
$269,049
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
808
shares
|
$268,385
0.06% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
806
shares
|
$267,720
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
806
shares
|
$267,720
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
806
shares
|
$267,720
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Atalanta Sosnoff Capital, LLC
|
Nov 14, 2024 Q3 2024 |
804
shares
|
$267,056
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
801
shares
|
$266,060
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
800
shares
|
$265,728
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
800
shares
|
$265,728
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
795
shares
|
$264,067
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
793
shares
|
$263,402
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
788
shares
|
$261,742
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
786
shares
|
$261,077
0.01% of portfolio
|
Q3 2024
Added 13.42%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
785
shares
|
$260,745
0.19% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
782
shares
|
$259,749
0.03% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
779
shares
|
$258,752
0.05% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
779
shares
|
$258,752
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
779
shares
|
$258,752
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
779
shares
|
$258,752
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
777
shares
|
$258,088
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
774
shares
|
$257,091
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
774
shares
|
$257,091
0.04% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
768
shares
|
$255,098
0.06% of portfolio
|
Q4 2023
New holding
|