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 |
|---|---|---|---|---|---|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
371
shares
|
$136,483
0.08% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
371
shares
|
$136,483
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
368
shares
|
$135,379
0.03% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
360
shares
|
$132,436
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
353
shares
|
$129,861
0.02% of portfolio
|
Q1 2023
Reduced 96.49%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
353
shares
|
$129,861
0.01% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
350
shares
|
$128,758
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
341
shares
|
$125,447
0.11% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
341
shares
|
$125,447
0.02% of portfolio
|
Q2 2025
Added 193.97%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
330
shares
|
$121,400
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
327
shares
|
$120,296
0.02% of portfolio
|
Q2 2025
Reduced 14.62%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
320
shares
|
$117,721
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
308
shares
|
$113,307
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
300
shares
|
$110,364
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
300
shares
|
$110,364
0.07% of portfolio
|
Q1 2025
Reduced 54.61%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
291
shares
|
$107,053
0.01% of portfolio
|
Q4 2024
Reduced 25.58%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
290
shares
|
$106,685
0.01% of portfolio
|
Q4 2024
Reduced 31.44%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
286
shares
|
$105,213
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
285
shares
|
$104,845
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
285
shares
|
$104,845
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
278
shares
|
$102,270
0.03% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
269
shares
|
$98,959
0.01% of portfolio
|
Q4 2025
Reduced 45.21%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
267
shares
|
$98,223
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
266
shares
|
$97,856
0.0% of portfolio
|
Q3 2025
Reduced 30.37%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
263
shares
|
$96,752
0.32% of portfolio
|
Q3 2024
New holding
|
|