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 |
|---|---|---|---|---|---|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
893
shares
|
$328,516
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
891
shares
|
$327,781
0.11% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
889
shares
|
$327,045
0.02% of portfolio
|
Q2 2025
Reduced 30.26%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
888
shares
|
$326,677
0.01% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
885
shares
|
$325,573
0.07% of portfolio
|
Q4 2023
Reduced 2.75%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
883
shares
|
$324,838
0.1% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
881
shares
|
$324,102
0.03% of portfolio
|
Q3 2024
Reduced 77.83%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
876
shares
|
$322,262
0.05% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
871
shares
|
$320,423
0.11% of portfolio
|
Q4 2024
Added 32.37%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
871
shares
|
$320,423
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
870
shares
|
$320,055
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
869
shares
|
$319,687
0.22% of portfolio
|
Q4 2023
Reduced 28.54%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
867
shares
|
$318,951
0.01% of portfolio
|
Q1 2025
Reduced 30.92%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
866
shares
|
$318,584
0.06% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
863
shares
|
$317,480
0.02% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Calamos Advisors LLC
|
Oct 20, 2025 Q3 2025 |
856
shares
|
$314,905
0.0% of portfolio
|
Q3 2025
Added 15.52%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
856
shares
|
$314,905
0.06% of portfolio
|
Q3 2025
Added 41.96%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
851
shares
|
$313,065
0.19% of portfolio
|
Q4 2023
Reduced 23.81%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
848
shares
|
$311,962
0.12% of portfolio
|
Q3 2025
Reduced 45.61%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
844
shares
|
$310,490
0.05% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
844
shares
|
$310,490
0.02% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
843
shares
|
$310,122
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
843
shares
|
$310,122
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
842
shares
|
$309,754
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
839
shares
|
$308,651
0.09% of portfolio
|
Q1 2024
Reduced 4.22%
|
|