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 |
|---|---|---|---|---|---|
|
Atalanta Sosnoff Capital, LLC
|
Feb 14, 2025 Q4 2024 |
19,048
shares
|
$5.9 Million
0.13% of portfolio
|
Q4 2024
Added 2269.15%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
18,945
shares
|
$5.87 Million
0.45% of portfolio
|
Q2 2024
Added 6.24%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
18,921
shares
|
$5.86 Million
2.77% of portfolio
|
Q1 2023
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
18,776
shares
|
$5.82 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
18,611
shares
|
$5.77 Million
0.12% of portfolio
|
Q4 2024
Added 22.64%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
18,502
shares
|
$5.73 Million
0.25% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
18,215
shares
|
$5.64 Million
0.32% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
18,075
shares
|
$5.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
18,034
shares
|
$5.59 Million
1.86% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
17,819
shares
|
$5.52 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
17,812
shares
|
$5.52 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
17,680
shares
|
$5.48 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
17,542
shares
|
$5.43 Million
2.42% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
17,448
shares
|
$5.41 Million
5.21% of portfolio
|
Q4 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
17,321
shares
|
$5.37 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
17,204
shares
|
$5.33 Million
0.88% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
17,109
shares
|
$5.3 Million
0.13% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
16,982
shares
|
$5.26 Million
0.88% of portfolio
|
Q4 2024
Added 210.4%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
16,953
shares
|
$5.25 Million
0.13% of portfolio
|
Q4 2024
Added 23.18%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
16,952
shares
|
$5.25 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
16,947
shares
|
$5.25 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
16,925
shares
|
$5.24 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
16,881
shares
|
$5.23 Million
0.17% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
16,852
shares
|
$5.22 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
16,767
shares
|
$5.19 Million
0.17% of portfolio
|
Q4 2024
Reduced 9.0%
|