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 |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
681
shares
|
$250,526
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
679
shares
|
$249,790
0.04% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
New England Professional Planning Group Inc.
|
Oct 14, 2025 Q3 2025 |
678
shares
|
$249,422
0.11% of portfolio
|
Q3 2025
Reduced 13.08%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
675
shares
|
$248,319
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
675
shares
|
$248,319
0.07% of portfolio
|
Q3 2025
Reduced 25.25%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
674
shares
|
$247,951
0.12% of portfolio
|
Q4 2023
Reduced 3.44%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
671
shares
|
$246,847
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
669
shares
|
$246,111
0.12% of portfolio
|
Q1 2025
Reduced 64.92%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
665
shares
|
$244,640
0.02% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
665
shares
|
$244,640
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
663
shares
|
$243,904
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
663
shares
|
$243,904
0.04% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
660
shares
|
$242,800
0.05% of portfolio
|
Q3 2024
Added 14.98%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
658
shares
|
$242,065
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
657
shares
|
$241,697
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
657
shares
|
$241,697
0.04% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 13, 2025 Q3 2025 |
657
shares
|
$241,697
0.08% of portfolio
|
Q3 2025
Reduced 30.91%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
654
shares
|
$240,593
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
654
shares
|
$240,593
0.17% of portfolio
|
Q4 2024
Reduced 17.01%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
653
shares
|
$240,225
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
653
shares
|
$240,225
0.08% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
652
shares
|
$239,857
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
650
shares
|
$239,122
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
648
shares
|
$238,386
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
647
shares
|
$238,018
0.05% of portfolio
|
Q4 2025
Reduced 36.13%
|
|