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 1,424 institutions that hold shares in the stock, with a total of 94.5 Million shares, which have been reported (via 13F filing form) to have a value of $31.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
785
shares
|
$260,243
0.19% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
782
shares
|
$259,248
0.03% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
New England Professional Planning Group Inc.
|
Feb 03, 2025 Q4 2024 |
780
shares
|
$258,585
0.13% of portfolio
|
Q4 2024
Added 15.04%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
779
shares
|
$258,254
0.05% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
779
shares
|
$258,254
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
779
shares
|
$258,254
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
779
shares
|
$258,254
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
777
shares
|
$257,591
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
774
shares
|
$256,596
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
774
shares
|
$256,596
0.04% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
768
shares
|
$254,607
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
761
shares
|
$252,286
0.1% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
760
shares
|
$251,955
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
756
shares
|
$250,629
0.0% of portfolio
|
Q4 2024
Added 285.71%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
754
shares
|
$249,966
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
754
shares
|
$249,966
0.05% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
754
shares
|
$249,966
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
754
shares
|
$249,966
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
750
shares
|
$248,640
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
750
shares
|
$248,640
0.01% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
750
shares
|
$248,640
0.03% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
749
shares
|
$248,308
0.05% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
748
shares
|
$247,976
0.11% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
746
shares
|
$247,313
0.04% of portfolio
|
Q2 2022
Added 45.42%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
741
shares
|
$245,656
0.03% of portfolio
|
Q3 2024
Reduced 3.89%
|