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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
175
shares
|
$64,379
0.0% of portfolio
|
Q4 2022
Added 60.55%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
170
shares
|
$62,539
0.01% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
170
shares
|
$62,539
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
168
shares
|
$61,803
0.01% of portfolio
|
Q3 2025
Added 90.91%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
157
shares
|
$57,757
0.12% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
156
shares
|
$57,389
0.03% of portfolio
|
Q3 2025
Reduced 28.44%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
150
shares
|
$55,182
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
146
shares
|
$53,710
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
145
shares
|
$53,342
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
145
shares
|
$53,342
0.0% of portfolio
|
Q3 2023
Reduced 21.62%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
143
shares
|
$52,606
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
138
shares
|
$50,767
0.04% of portfolio
|
Q3 2025
Reduced 24.18%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
131
shares
|
$48,192
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
130
shares
|
$47,824
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
129
shares
|
$47,456
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
123
shares
|
$45,249
0.0% of portfolio
|
Q4 2023
Added 70.83%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
120
shares
|
$44,145
0.01% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
120
shares
|
$44,145
0.0% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
120
shares
|
$44,145
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
117
shares
|
$43,041
0.01% of portfolio
|
Q1 2025
Added 588.24%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
116
shares
|
$42,674
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
114
shares
|
$41,938
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
114
shares
|
$41,938
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
109
shares
|
$40,098
0.0% of portfolio
|
Q2 2024
Reduced 88.72%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
109
shares
|
$40,098
0.02% of portfolio
|
Q2 2025
Reduced 56.92%
|
|