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 |
|---|---|---|---|---|---|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
951
shares
|
$349,853
0.04% of portfolio
|
Q3 2025
Reduced 22.3%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
950
shares
|
$349,486
0.03% of portfolio
|
Q1 2023
Added 111.11%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
949
shares
|
$349,118
0.11% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
942
shares
|
$346,542
0.02% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
935
shares
|
$343,967
0.02% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
931
shares
|
$342,496
0.17% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
930
shares
|
$342,128
0.03% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
927
shares
|
$341,024
0.01% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Orgel Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
923
shares
|
$339,553
0.01% of portfolio
|
Q4 2025
Reduced 68.25%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
921
shares
|
$338,817
0.02% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
920
shares
|
$338,449
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
919
shares
|
$338,081
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
919
shares
|
$338,081
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
917
shares
|
$337,345
0.04% of portfolio
|
Q4 2024
Reduced 24.77%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
914
shares
|
$336,242
0.04% of portfolio
|
Q3 2025
Reduced 25.63%
|
|
|
O Donnell Financial Services, LLC
|
Nov 07, 2025 Q3 2025 |
914
shares
|
$336,242
0.14% of portfolio
|
Q3 2025
Reduced 9.95%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
914
shares
|
$336,242
0.0% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
903
shares
|
$332,195
0.1% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 10, 2025 Q3 2025 |
903
shares
|
$332,195
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 05, 2026 Q4 2025 |
900
shares
|
$331,092
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
898
shares
|
$330,356
0.07% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
897
shares
|
$329,988
0.05% of portfolio
|
Q4 2025
Reduced 24.37%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
897
shares
|
$329,988
0.01% of portfolio
|
Q3 2025
Reduced 24.24%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
895
shares
|
$329,252
0.01% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
895
shares
|
$329,252
0.04% of portfolio
|
Q4 2024
Reduced 0.56%
|
|