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 1,407 institutions that hold shares in the stock, with a total of 93.4 Million shares, which have been reported (via 13F filing form) to have a value of $31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
717
shares
|
$238,158
0.17% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
716
shares
|
$237,826
0.16% of portfolio
|
Q4 2021
New holding
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
708
shares
|
$235,169
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
705
shares
|
$234,172
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
704
shares
|
$233,840
0.04% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Gqg Partners LLC
Ft. Lauderdale, FL |
Nov 13, 2024 Q3 2024 |
704
shares
|
$233,840
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
702
shares
|
$233,176
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
701
shares
|
$232,844
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
701
shares
|
$232,844
0.03% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
701
shares
|
$232,844
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
700
shares
|
$232,512
0.01% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
700
shares
|
$232,512
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
700
shares
|
$232,512
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
699
shares
|
$232,179
0.07% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
699
shares
|
$232,179
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
695
shares
|
$230,851
0.08% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
695
shares
|
$230,851
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
691
shares
|
$229,522
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
690
shares
|
$229,190
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
688
shares
|
$228,526
0.05% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
686
shares
|
$227,861
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
685
shares
|
$227,529
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Place Financial Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
682
shares
|
$226,533
0.13% of portfolio
|
Q3 2024
Reduced 56.89%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
681
shares
|
$226,200
0.05% of portfolio
|
Q2 2024
Reduced 46.55%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
681
shares
|
$226,200
0.06% of portfolio
|
Q3 2024
New holding
|