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 |
|---|---|---|---|---|---|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
608
shares
|
$223,671
0.06% of portfolio
|
Q3 2025
Added 12.59%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
608
shares
|
$223,671
0.11% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
605
shares
|
$222,567
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
604
shares
|
$222,199
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
596
shares
|
$219,256
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
591
shares
|
$217,417
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
590
shares
|
$217,049
0.04% of portfolio
|
Q2 2024
Added 2.97%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
589
shares
|
$216,681
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
589
shares
|
$216,681
0.02% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Vista Finance, LLC
|
Oct 08, 2025 Q3 2025 |
588
shares
|
$216,313
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
585
shares
|
$215,209
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
584
shares
|
$214,841
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
583
shares
|
$214,474
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
583
shares
|
$214,474
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
582
shares
|
$214,106
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
582
shares
|
$214,106
0.02% of portfolio
|
Q2 2024
Reduced 5.21%
|
|
|
Mandatum Life Insurance CO LTD
|
Nov 06, 2025 Q3 2025 |
581
shares
|
$213,738
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
581
shares
|
$213,738
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
580
shares
|
$213,370
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
579
shares
|
$213,002
0.02% of portfolio
|
Q4 2025
Reduced 17.76%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
577
shares
|
$212,266
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
577
shares
|
$212,266
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 12, 2026 Q4 2025 |
576
shares
|
$211,898
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
575
shares
|
$211,531
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
575
shares
|
$211,531
0.01% of portfolio
|
Q3 2025
Added 7.88%
|
|