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 1,397 institutions that hold shares in the stock, with a total of 92.9 Million shares, which have been reported (via 13F filing form) to have a value of $31.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
11,758
shares
|
$3.94 Million
0.24% of portfolio
|
Q4 2024
Reduced 8.37%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
11,733
shares
|
$3.93 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,665
shares
|
$3.91 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
11,616
shares
|
$3.89 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
11,406
shares
|
$3.82 Million
0.23% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
11,399
shares
|
$3.82 Million
0.12% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
11,354
shares
|
$3.81 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,336
shares
|
$3.8 Million
0.01% of portfolio
|
Q3 2024
Added 27.82%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
11,259
shares
|
$3.77 Million
0.02% of portfolio
|
Q3 2024
Reduced 26.17%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
11,240
shares
|
$3.77 Million
0.0% of portfolio
|
Q3 2024
Reduced 96.86%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
11,124
shares
|
$3.73 Million
0.03% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
11,067
shares
|
$3.71 Million
0.65% of portfolio
|
Q3 2024
Reduced 35.45%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
11,049
shares
|
$3.7 Million
0.08% of portfolio
|
Q3 2024
Reduced 39.22%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
11,016
shares
|
$3.69 Million
0.03% of portfolio
|
Q3 2024
Reduced 42.22%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
10,961
shares
|
$3.67 Million
0.14% of portfolio
|
Q3 2024
Reduced 12.14%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
10,937
shares
|
$3.67 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
10,866
shares
|
$3.64 Million
0.2% of portfolio
|
Q3 2024
Added 290.72%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
10,806
shares
|
$3.62 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
10,801
shares
|
$3.62 Million
0.14% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
10,783
shares
|
$3.61 Million
0.19% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
10,750
shares
|
$3.6 Million
0.15% of portfolio
|
Q3 2022
Added 99.48%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
10,738
shares
|
$3.6 Million
1.66% of portfolio
|
Q1 2023
Reduced 2.63%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2024 Q3 2024 |
10,720
shares
|
$3.59 Million
0.86% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
10,617
shares
|
$3.56 Million
0.15% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
10,571
shares
|
$3.54 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.67%
|