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 |
|---|---|---|---|---|---|
|
Baring Financial LLC
Bellingham, WA |
Jan 07, 2026 Q4 2025 |
1,081
shares
|
$397,678
0.25% of portfolio
|
Q3 2025
Reduced 14.34%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
1,079
shares
|
$396,942
0.09% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
1,079
shares
|
$396,942
0.1% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,078
shares
|
$396,574
0.04% of portfolio
|
Q4 2022
Reduced 29.22%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
1,078
shares
|
$396,574
0.03% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
1,071
shares
|
$393,999
0.01% of portfolio
|
Q1 2021
Reduced 9.77%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Nov 06, 2025 Q3 2025 |
1,064
shares
|
$391,424
0.3% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
1,062
shares
|
$390,688
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
1,061
shares
|
$390,320
0.18% of portfolio
|
Q1 2024
Reduced 3.19%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,060
shares
|
$389,952
0.13% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Nov 07, 2025 Q3 2025 |
1,060
shares
|
$389,952
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
1,057
shares
|
$388,849
0.09% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
1,054
shares
|
$387,745
0.18% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
1,053
shares
|
$387,377
0.14% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,050
shares
|
$386,274
0.09% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Oct 24, 2025 Q3 2025 |
1,049
shares
|
$385,906
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
1,048
shares
|
$385,538
0.04% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
1,048
shares
|
$385,538
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
1,041
shares
|
$382,963
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
1,036
shares
|
$381,123
0.02% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
1,033
shares
|
$380,020
0.15% of portfolio
|
Q2 2024
Reduced 12.09%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
1,033
shares
|
$380,020
0.0% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
1,033
shares
|
$380,020
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Oct 23, 2025 Q3 2025 |
1,022
shares
|
$375,973
0.23% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
1,021
shares
|
$375,605
0.01% of portfolio
|
Q2 2025
Added 10.5%
|
|