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 1,623 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 |
|---|---|---|---|---|---|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2025 Q3 2025 |
792
shares
|
$291,360
0.35% of portfolio
|
Q1 2025
Added 146.73%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
790
shares
|
$290,625
0.02% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
788
shares
|
$289,889
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
787
shares
|
$289,521
0.03% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
783
shares
|
$288,050
0.08% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
783
shares
|
$288,050
0.02% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
782
shares
|
$287,682
0.04% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
779
shares
|
$286,578
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Family Office Research LLC
Bethesda, MD |
Nov 04, 2025 Q3 2025 |
773
shares
|
$284,371
0.12% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2025 Q3 2025 |
768
shares
|
$282,531
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
766
shares
|
$281,796
0.13% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
764
shares
|
$281,060
0.13% of portfolio
|
Q3 2025
Added 17.54%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
764
shares
|
$281,060
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
763
shares
|
$280,692
0.11% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Highview Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
760
shares
|
$279,588
0.1% of portfolio
|
Q1 2025
Reduced 39.83%
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
760
shares
|
$279,588
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
759
shares
|
$279,220
0.01% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
756
shares
|
$278,117
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
754
shares
|
$277,381
0.28% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 14, 2025 Q3 2025 |
751
shares
|
$276,277
0.03% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
750
shares
|
$275,910
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
750
shares
|
$275,910
0.08% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
750
shares
|
$275,910
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
749
shares
|
$275,542
0.05% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
749
shares
|
$275,542
0.01% of portfolio
|
Q3 2025
Added 6.39%
|
|