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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
3,902
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.36%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
3,900
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
3,878
shares
|
$1.2 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
3,868
shares
|
$1.19 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Feb 14, 2025 Q4 2024 |
3,859
shares
|
$1.19 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,846
shares
|
$1.19 Million
0.22% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
3,845
shares
|
$1.19 Million
0.02% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
3,821
shares
|
$1.18 Million
0.11% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
3,800
shares
|
$1.17 Million
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
3,797
shares
|
$1.17 Million
0.24% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
3,787
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Soundwatch Capital LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,769
shares
|
$1.16 Million
0.13% of portfolio
|
Q3 2024
Added 182.75%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
3,757
shares
|
$1.16 Million
0.43% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
3,752
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
3,723
shares
|
$1.15 Million
0.08% of portfolio
|
Q4 2022
Reduced 18.43%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
3,720
shares
|
$1.15 Million
0.14% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Lmr Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
3,712
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Added 16.0%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
3,709
shares
|
$1.15 Million
0.28% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
3,693
shares
|
$1.14 Million
0.34% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
3,692
shares
|
$1.14 Million
0.36% of portfolio
|
Q4 2024
Added 226.15%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
3,684
shares
|
$1.14 Million
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,679
shares
|
$1.14 Million
0.18% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
3,674
shares
|
$1.13 Million
0.36% of portfolio
|
Q1 2023
Added 0.54%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
3,655
shares
|
$1.13 Million
0.27% of portfolio
|
Q4 2024
Reduced 9.42%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
3,626
shares
|
$1.12 Million
0.11% of portfolio
|
Q1 2024
Added 2.52%
|