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 |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
4,221
shares
|
$1.3 Million
0.07% of portfolio
|
Q1 2024
Added 5.53%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
4,213
shares
|
$1.3 Million
0.09% of portfolio
|
Q2 2024
Added 52.15%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,200
shares
|
$1.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,200
shares
|
$1.3 Million
0.19% of portfolio
|
Q4 2024
Reduced 75.47%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
4,182
shares
|
$1.29 Million
0.47% of portfolio
|
Q2 2018
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
4,139
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2023
Added 39.64%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,104
shares
|
$1.27 Million
0.05% of portfolio
|
Q3 2022
Reduced 2.4%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
4,076
shares
|
$1.26 Million
0.36% of portfolio
|
Q3 2023
Reduced 0.44%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
4,047
shares
|
$1.25 Million
0.17% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Pacific Financial Group Inc
|
Feb 14, 2025 Q4 2024 |
4,043
shares
|
$1.25 Million
0.97% of portfolio
|
Q4 2019
Reduced 98.41%
|
|
|
Wolf Group Capital Advisors
|
Feb 18, 2025 Q4 2024 |
4,040
shares
|
$1.25 Million
0.56% of portfolio
|
Q3 2024
Added 37.41%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,040
shares
|
$1.25 Million
0.08% of portfolio
|
Q4 2022
Added 64.5%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
4,036
shares
|
$1.25 Million
0.27% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
4,029
shares
|
$1.24 Million
0.63% of portfolio
|
Q2 2022
Reduced 78.8%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
4,013
shares
|
$1.24 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
4,010
shares
|
$1.24 Million
0.07% of portfolio
|
Q1 2024
Reduced 4.52%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
4,010
shares
|
$1.24 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.5%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
3,995
shares
|
$1.23 Million
0.66% of portfolio
|
Q4 2023
Reduced 10.71%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
3,981
shares
|
$1.23 Million
0.07% of portfolio
|
Q2 2023
Added 17.71%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
3,976
shares
|
$1.23 Million
0.46% of portfolio
|
Q4 2024
Reduced 7.43%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
3,972
shares
|
$1.23 Million
0.05% of portfolio
|
Q4 2024
Added 36.64%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
3,957
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
3,927
shares
|
$1.21 Million
0.03% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
3,927
shares
|
$1.21 Million
0.4% of portfolio
|
Q4 2024
Added 90.54%
|
|
|
Mc Carthy Asset Management, Inc.
|
Feb 14, 2025 Q4 2024 |
3,911
shares
|
$1.21 Million
1.04% of portfolio
|
Q4 2024
Reduced 11.8%
|