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 1,471 institutions that hold shares in the stock, with a total of 98.1 Million shares, which have been reported (via 13F filing form) to have a value of $30.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
10,867
shares
|
$3.36 Million
0.21% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
10,783
shares
|
$3.33 Million
0.19% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
10,750
shares
|
$3.32 Million
0.15% of portfolio
|
Q3 2022
Added 99.48%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
10,742
shares
|
$3.32 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
10,738
shares
|
$3.32 Million
1.66% of portfolio
|
Q1 2023
Reduced 2.63%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
10,673
shares
|
$3.3 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
10,571
shares
|
$3.27 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
10,529
shares
|
$3.25 Million
1.38% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
10,511
shares
|
$3.25 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
10,333
shares
|
$3.19 Million
0.13% of portfolio
|
Q4 2024
Added 294.99%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
10,277
shares
|
$3.17 Million
0.08% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
10,265
shares
|
$3.17 Million
0.22% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
10,236
shares
|
$3.16 Million
0.48% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
10,233
shares
|
$3.16 Million
0.03% of portfolio
|
Q2 2024
Reduced 24.6%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
10,197
shares
|
$3.15 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
10,176
shares
|
$3.14 Million
1.17% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Scharf Investments, LLC
|
Jan 23, 2025 Q4 2024 |
10,113
shares
|
$3.12 Million
0.11% of portfolio
|
Q4 2024
Added 881.84%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
10,081
shares
|
$3.11 Million
1.85% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
10,004
shares
|
$3.09 Million
0.67% of portfolio
|
Q2 2024
Added 3.9%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
9,992
shares
|
$3.09 Million
0.0% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,983
shares
|
$3.08 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
9,948
shares
|
$3.07 Million
0.28% of portfolio
|
Q4 2024
Added 31.34%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
9,940
shares
|
$3.07 Million
0.19% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
9,933
shares
|
$3.07 Million
0.15% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
9,926
shares
|
$3.07 Million
0.96% of portfolio
|
Q4 2024
Reduced 18.3%
|