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 |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
51,995
shares
|
$19.1 Million
0.09% of portfolio
|
Q3 2025
Reduced 14.54%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Jan 08, 2026 Q4 2025 |
51,909
shares
|
$19.1 Million
16.18% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
51,848
shares
|
$19.1 Million
1.5% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
51,815
shares
|
$19.1 Million
0.05% of portfolio
|
Q3 2022
Reduced 55.37%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
51,529
shares
|
$19 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
51,521
shares
|
$19 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
49,809
shares
|
$18.3 Million
0.16% of portfolio
|
Q1 2025
Reduced 26.42%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
48,976
shares
|
$18 Million
2.93% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
48,825
shares
|
$18 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
48,706
shares
|
$17.9 Million
2.13% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
48,667
shares
|
$17.9 Million
0.72% of portfolio
|
Q3 2025
Added 1013.15%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
48,423
shares
|
$17.8 Million
1.7% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
48,108
shares
|
$17.7 Million
0.34% of portfolio
|
Q1 2024
Added 15.89%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
46,105
shares
|
$17 Million
0.33% of portfolio
|
Q4 2023
Added 9.0%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
46,010
shares
|
$16.9 Million
2.52% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
45,930
shares
|
$16.9 Million
3.04% of portfolio
|
Q1 2024
Reduced 0.55%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
45,042
shares
|
$16.6 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
44,016
shares
|
$16.2 Million
2.27% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
43,713
shares
|
$16.1 Million
0.02% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
43,393
shares
|
$16 Million
2.29% of portfolio
|
Q2 2023
Reduced 0.54%
|
|
|
Latigo Investments, LLC
|
Nov 13, 2025 Q3 2025 |
42,556
shares
|
$15.7 Million
7.84% of portfolio
|
Q4 2022
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
42,538
shares
|
$15.6 Million
2.14% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
41,813
shares
|
$15.4 Million
1.14% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
41,408
shares
|
$15.2 Million
1.0% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
41,284
shares
|
$15.2 Million
0.58% of portfolio
|
Q3 2025
Added 87.24%
|
|