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 1,407 institutions that hold shares in the stock, with a total of 93.4 Million shares, which have been reported (via 13F filing form) to have a value of $31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
46,105
shares
|
$15.3 Million
0.33% of portfolio
|
Q4 2023
Added 9.0%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
45,930
shares
|
$15.3 Million
3.04% of portfolio
|
Q1 2024
Reduced 0.55%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
45,239
shares
|
$15 Million
1.69% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
44,189
shares
|
$14.7 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
44,115
shares
|
$14.7 Million
6.36% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
43,393
shares
|
$14.4 Million
2.29% of portfolio
|
Q2 2023
Reduced 0.54%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
43,121
shares
|
$14.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Latigo Investments, LLC
|
Nov 13, 2024 Q3 2024 |
42,556
shares
|
$14.1 Million
6.6% of portfolio
|
Q4 2022
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
42,051
shares
|
$14 Million
2.18% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
41,790
shares
|
$13.9 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
41,408
shares
|
$13.8 Million
1.0% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
41,395
shares
|
$13.7 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
41,248
shares
|
$13.7 Million
1.5% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
40,038
shares
|
$13.3 Million
1.08% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
39,681
shares
|
$13.2 Million
0.96% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
39,400
shares
|
$13.1 Million
0.88% of portfolio
|
Q4 2021
Reduced 0.02%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
39,138
shares
|
$13 Million
0.48% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2024 Q3 2024 |
38,877
shares
|
$12.9 Million
1.6% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
38,610
shares
|
$12.8 Million
0.17% of portfolio
|
Q3 2024
Added 404.9%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
38,084
shares
|
$12.6 Million
0.04% of portfolio
|
Q3 2024
Added 354.08%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
38,060
shares
|
$12.6 Million
1.48% of portfolio
|
Q3 2022
Reduced 3.39%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
37,877
shares
|
$12.6 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
37,844
shares
|
$12.6 Million
0.18% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
37,721
shares
|
$12.5 Million
0.16% of portfolio
|
Q4 2023
Added 1.45%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
37,050
shares
|
$12.3 Million
0.03% of portfolio
|
Q4 2024
Added 2.87%
|