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 |
|---|---|---|---|---|---|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
5,698
shares
|
$1.76 Million
1.15% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jan 15, 2025 Q4 2024 |
5,696
shares
|
$1.76 Million
1.25% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
5,694
shares
|
$1.76 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
5,655
shares
|
$1.75 Million
0.15% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
5,631
shares
|
$1.74 Million
0.78% of portfolio
|
Q2 2022
Added 17.66%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
5,627
shares
|
$1.74 Million
0.42% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
5,578
shares
|
$1.72 Million
0.18% of portfolio
|
Q3 2022
Reduced 1.41%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
5,568
shares
|
$1.72 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
5,559
shares
|
$1.72 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
5,556
shares
|
$1.72 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
5,471
shares
|
$1.69 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,460
shares
|
$1.69 Million
0.28% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
5,452
shares
|
$1.68 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
5,440
shares
|
$1.68 Million
0.16% of portfolio
|
Q4 2023
Added 0.11%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
5,417
shares
|
$1.67 Million
0.13% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
5,390
shares
|
$1.66 Million
0.46% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
5,360
shares
|
$1.66 Million
0.3% of portfolio
|
Q4 2024
Reduced 11.83%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
5,266
shares
|
$1.63 Million
0.37% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,239
shares
|
$1.62 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
5,209
shares
|
$1.61 Million
1.7% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
5,200
shares
|
$1.61 Million
0.18% of portfolio
|
Q4 2024
Added 34566.67%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
5,193
shares
|
$1.6 Million
0.06% of portfolio
|
Q4 2022
Reduced 66.91%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
5,182
shares
|
$1.6 Million
0.52% of portfolio
|
Q4 2023
Added 0.23%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,160
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2022
Reduced 11.43%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
5,156
shares
|
$1.59 Million
0.08% of portfolio
|
Q4 2024
Added 5.63%
|