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 |
|---|---|---|---|---|---|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
716
shares
|
$263,402
0.16% of portfolio
|
Q4 2021
New holding
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
716
shares
|
$263,402
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
712
shares
|
$261,930
0.14% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
708
shares
|
$260,459
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
708
shares
|
$260,459
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
702
shares
|
$258,251
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
701
shares
|
$257,883
0.03% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
701
shares
|
$257,883
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
700
shares
|
$257,516
0.02% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
700
shares
|
$257,516
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
699
shares
|
$257,148
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
697
shares
|
$256,412
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
696
shares
|
$256,044
0.08% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
696
shares
|
$256,044
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Nov 12, 2025 Q3 2025 |
692
shares
|
$254,572
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
691
shares
|
$254,205
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
690
shares
|
$253,837
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
688
shares
|
$253,101
0.01% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
688
shares
|
$253,101
0.03% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
687
shares
|
$252,733
0.01% of portfolio
|
Q2 2025
Added 26.52%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
687
shares
|
$252,733
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
685
shares
|
$251,997
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
683
shares
|
$251,262
0.18% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
682
shares
|
$250,894
0.13% of portfolio
|
Q3 2024
Reduced 56.89%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
682
shares
|
$250,894
0.02% of portfolio
|
Q3 2025
Added 10.53%
|
|