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 |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
6,571
shares
|
$2.03 Million
0.3% of portfolio
|
Q3 2022
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
6,415
shares
|
$1.98 Million
0.06% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
6,403
shares
|
$1.98 Million
0.47% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
6,394
shares
|
$1.97 Million
0.66% of portfolio
|
Q1 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
6,345
shares
|
$1.96 Million
0.16% of portfolio
|
Q4 2024
Reduced 11.81%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
6,325
shares
|
$1.95 Million
0.45% of portfolio
|
Q2 2023
Reduced 1.86%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
6,294
shares
|
$1.94 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
6,146
shares
|
$1.9 Million
1.05% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
6,139
shares
|
$1.9 Million
0.71% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
6,130
shares
|
$1.89 Million
0.05% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
6,128
shares
|
$1.89 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
6,095
shares
|
$1.88 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
6,060
shares
|
$1.87 Million
0.04% of portfolio
|
Q4 2024
Added 56.63%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
6,019
shares
|
$1.86 Million
0.26% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
5,942
shares
|
$1.84 Million
0.09% of portfolio
|
Q3 2024
Added 575.23%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Feb 03, 2025 Q4 2024 |
5,929
shares
|
$1.83 Million
0.87% of portfolio
|
Q3 2023
Added 367.22%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
5,917
shares
|
$1.83 Million
0.13% of portfolio
|
Q3 2022
Reduced 1.5%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
5,892
shares
|
$1.82 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
5,858
shares
|
$1.81 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
5,813
shares
|
$1.8 Million
0.03% of portfolio
|
Q4 2024
Added 64.49%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
5,807
shares
|
$1.79 Million
0.22% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Jan 24, 2025 Q4 2024 |
5,784
shares
|
$1.79 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
5,778
shares
|
$1.78 Million
0.09% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
5,763
shares
|
$1.78 Million
0.5% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
5,760
shares
|
$1.78 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.64%
|