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 |
|---|---|---|---|---|---|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
99
shares
|
$36,420
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
96
shares
|
$35,316
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
94
shares
|
$34,580
0.0% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
91
shares
|
$33,477
0.01% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Absher Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
90
shares
|
$33,109
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
90
shares
|
$33,109
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
88
shares
|
$32,373
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
87
shares
|
$32,005
0.01% of portfolio
|
Q2 2025
Reduced 22.32%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
86
shares
|
$31,637
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
86
shares
|
$31,637
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
86
shares
|
$31,637
0.01% of portfolio
|
Q3 2025
Reduced 76.31%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
84
shares
|
$30,901
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
83
shares
|
$30,534
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
82
shares
|
$30,166
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
81
shares
|
$29,798
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
75
shares
|
$27,591
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
75
shares
|
$27,591
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
71
shares
|
$26,119
0.0% of portfolio
|
Q2 2025
Reduced 88.75%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
70
shares
|
$25,751
0.0% of portfolio
|
Q1 2025
Added 55.56%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
66
shares
|
$24,280
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
65
shares
|
$23,912
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
65
shares
|
$23,912
0.01% of portfolio
|
Q3 2025
Reduced 27.78%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
65
shares
|
$23,912
0.0% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
65
shares
|
$23,912
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
61
shares
|
$22,440
0.02% of portfolio
|
Q3 2025
New holding
|
|