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 1,476 institutions that hold shares in the stock, with a total of 98.2 Million shares, which have been reported (via 13F filing form) to have a value of $30.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
22,917
shares
|
$7.1 Million
0.48% of portfolio
|
Q4 2024
Added 396.58%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
22,761
shares
|
$7.05 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
22,456
shares
|
$6.96 Million
0.22% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
22,420
shares
|
$6.95 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
22,053
shares
|
$6.83 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
21,787
shares
|
$6.75 Million
0.91% of portfolio
|
Q2 2023
Reduced 2.35%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
21,701
shares
|
$6.72 Million
0.4% of portfolio
|
Q3 2022
Added 3.73%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
21,509
shares
|
$6.66 Million
6.93% of portfolio
|
Q1 2024
Added 2.02%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
21,495
shares
|
$6.66 Million
0.01% of portfolio
|
Q4 2024
Added 22.98%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
21,487
shares
|
$6.66 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
21,477
shares
|
$6.65 Million
0.1% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
21,391
shares
|
$6.63 Million
0.07% of portfolio
|
Q4 2024
Added 661.79%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
21,247
shares
|
$6.58 Million
0.01% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
20,653
shares
|
$6.4 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
20,647
shares
|
$6.4 Million
0.25% of portfolio
|
Q2 2022
Added 9.07%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
20,553
shares
|
$6.37 Million
0.1% of portfolio
|
Q4 2024
Added 75.88%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
20,454
shares
|
$6.34 Million
0.22% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
20,301
shares
|
$6.29 Million
1.35% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
20,287
shares
|
$6.29 Million
0.1% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
20,271
shares
|
$6.28 Million
0.14% of portfolio
|
Q4 2024
Added 48.99%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
20,140
shares
|
$6.24 Million
0.34% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
19,794
shares
|
$6.13 Million
0.46% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
19,234
shares
|
$5.96 Million
1.04% of portfolio
|
Q3 2023
Reduced 10.35%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
19,098
shares
|
$5.92 Million
0.04% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
19,073
shares
|
$5.91 Million
0.0% of portfolio
|
Q4 2024
Added 1.37%
|