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 |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
647
shares
|
$238,018
0.05% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
647
shares
|
$238,018
0.04% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
645
shares
|
$237,282
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
644
shares
|
$236,914
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
643
shares
|
$236,546
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
640
shares
|
$235,443
0.08% of portfolio
|
Q2 2020
Reduced 51.55%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
639
shares
|
$235,075
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
638
shares
|
$234,707
0.07% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
637
shares
|
$234,339
0.01% of portfolio
|
Q3 2025
Reduced 12.02%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
632
shares
|
$232,500
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
631
shares
|
$232,132
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
629
shares
|
$231,396
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
627
shares
|
$230,660
0.01% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
625
shares
|
$229,925
0.05% of portfolio
|
Q1 2025
Reduced 19.77%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Nov 03, 2025 Q3 2025 |
625
shares
|
$229,925
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
623
shares
|
$229,189
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Freedom Day Solutions, LLC
|
Oct 24, 2025 Q3 2025 |
621
shares
|
$228,453
0.06% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
621
shares
|
$228,453
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
619
shares
|
$227,717
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
619
shares
|
$227,717
0.05% of portfolio
|
Q3 2025
Reduced 12.82%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
617
shares
|
$226,981
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
615
shares
|
$226,246
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
613
shares
|
$225,510
0.02% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
613
shares
|
$225,510
0.03% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
612
shares
|
$225,142
0.12% of portfolio
|
Q2 2025
New holding
|
|