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 |
|---|---|---|---|---|---|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
5,142
shares
|
$1.59 Million
0.03% of portfolio
|
Q4 2024
Added 38.0%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,127
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2022
Reduced 6.42%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
5,124
shares
|
$1.58 Million
0.29% of portfolio
|
Q4 2024
Reduced 24.19%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
5,117
shares
|
$1.58 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
5,111
shares
|
$1.58 Million
0.24% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
5,076
shares
|
$1.57 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
5,035
shares
|
$1.56 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
5,033
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
Added 22.01%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
5,020
shares
|
$1.55 Million
0.07% of portfolio
|
Q4 2024
Reduced 94.57%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
4,991
shares
|
$1.54 Million
0.11% of portfolio
|
Q4 2023
Reduced 0.8%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
4,981
shares
|
$1.54 Million
0.04% of portfolio
|
Q4 2024
Added 14.14%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,963
shares
|
$1.53 Million
0.86% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
4,960
shares
|
$1.53 Million
0.34% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
4,937
shares
|
$1.52 Million
0.06% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
4,898
shares
|
$1.51 Million
0.36% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
4,843
shares
|
$1.5 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
4,827
shares
|
$1.49 Million
1.06% of portfolio
|
Q4 2024
Added 34.98%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
4,811
shares
|
$1.49 Million
0.06% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
4,810
shares
|
$1.49 Million
0.69% of portfolio
|
Q4 2023
Reduced 2.04%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
4,807
shares
|
$1.48 Million
0.09% of portfolio
|
Q4 2024
Reduced 54.51%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
4,802
shares
|
$1.48 Million
0.88% of portfolio
|
Q4 2024
Added 650.31%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
4,798
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
Added 276.9%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
4,763
shares
|
$1.47 Million
0.79% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,741
shares
|
$1.46 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
4,702
shares
|
$1.45 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.76%
|