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 1,631 institutions that hold shares in the stock, with a total of 98.5 Million shares, which have been reported (via 13F filing form) to have a value of $36.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
9,650
shares
|
$3.55 Million
1.61% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
9,578
shares
|
$3.52 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
9,575
shares
|
$3.52 Million
0.06% of portfolio
|
Q3 2025
Added 18.08%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
9,541
shares
|
$3.51 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Mainstay Capital Management LLC
|
Dec 09, 2025 Q3 2025 |
9,374
shares
|
$3.45 Million
0.36% of portfolio
|
Q3 2025
Reduced 49.68%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
9,329
shares
|
$3.43 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
9,300
shares
|
$3.42 Million
0.64% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
9,185
shares
|
$3.38 Million
0.2% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
9,167
shares
|
$3.37 Million
1.51% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
9,152
shares
|
$3.37 Million
0.53% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
9,112
shares
|
$3.35 Million
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Ashford Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
9,105
shares
|
$3.35 Million
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
9,064
shares
|
$3.33 Million
0.93% of portfolio
|
Q4 2023
Reduced 3.02%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
9,045
shares
|
$3.33 Million
0.04% of portfolio
|
Q2 2025
Added 10.79%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 13, 2026 Q4 2025 |
9,021
shares
|
$3.32 Million
0.02% of portfolio
|
Q4 2025
Reduced 4.11%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
8,906
shares
|
$3.28 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,866
shares
|
$3.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2025 Q3 2025 |
8,858
shares
|
$3.26 Million
1.5% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
8,846
shares
|
$3.25 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
8,841
shares
|
$3.25 Million
1.25% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
8,816
shares
|
$3.24 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
8,798
shares
|
$3.24 Million
1.14% of portfolio
|
Q4 2025
Added 3.21%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
8,607
shares
|
$3.17 Million
0.15% of portfolio
|
Q2 2023
Added 219.13%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,601
shares
|
$3.16 Million
0.07% of portfolio
|
Q2 2020
Reduced 1.56%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
8,567
shares
|
$3.15 Million
0.8% of portfolio
|
Q1 2024
Reduced 48.44%
|
|