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 |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
8,522
shares
|
$2.63 Million
0.02% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
8,487
shares
|
$2.62 Million
0.74% of portfolio
|
Q1 2023
Reduced 0.35%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
8,444
shares
|
$2.61 Million
0.31% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,416
shares
|
$2.6 Million
1.3% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
8,364
shares
|
$2.58 Million
0.3% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
8,362
shares
|
$2.58 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
8,354
shares
|
$2.58 Million
0.04% of portfolio
|
Q1 2024
Reduced 2.05%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
8,334
shares
|
$2.57 Million
1.93% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
8,300
shares
|
$2.56 Million
0.72% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
8,296
shares
|
$2.56 Million
1.08% of portfolio
|
Q4 2023
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
8,280
shares
|
$2.56 Million
0.15% of portfolio
|
Q4 2024
Reduced 96.1%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
8,270
shares
|
$2.55 Million
1.32% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
8,213
shares
|
$2.54 Million
0.11% of portfolio
|
Q4 2024
Added 91.09%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
8,195
shares
|
$2.53 Million
1.25% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
8,112
shares
|
$2.51 Million
0.14% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
8,081
shares
|
$2.5 Million
1.36% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
8,047
shares
|
$2.49 Million
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
7,970
shares
|
$2.46 Million
0.97% of portfolio
|
Q1 2023
Added 0.38%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
7,942
shares
|
$2.45 Million
0.26% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
7,939
shares
|
$2.45 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
7,932
shares
|
$2.45 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
7,916
shares
|
$2.45 Million
0.55% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
7,852
shares
|
$2.43 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
7,764
shares
|
$2.4 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
7,748
shares
|
$2.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 72.86%
|