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 1,397 institutions that hold shares in the stock, with a total of 92.9 Million shares, which have been reported (via 13F filing form) to have a value of $31.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penney Financial, LLC
Houston, TX |
Jan 23, 2025 Q4 2024 |
2,380
shares
|
$797,704
0.51% of portfolio
|
Q4 2023
New holding
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
2,377
shares
|
$796,699
0.25% of portfolio
|
Q3 2024
Reduced 75.01%
|
|
|
Notis Mc Conarty Edward
|
Nov 12, 2024 Q3 2024 |
2,370
shares
|
$794,352
0.34% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
2,343
shares
|
$785,303
0.05% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
2,342
shares
|
$784,968
0.34% of portfolio
|
Q2 2023
Reduced 0.21%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
2,338
shares
|
$783,627
0.03% of portfolio
|
Q4 2023
Added 7.54%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,333
shares
|
$781,951
0.1% of portfolio
|
Q1 2023
Reduced 16.53%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
2,326
shares
|
$779,605
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,322
shares
|
$778,264
0.01% of portfolio
|
Q4 2023
Reduced 0.47%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
2,320
shares
|
$777,594
0.07% of portfolio
|
Q3 2024
Added 68.73%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,311
shares
|
$774,577
0.02% of portfolio
|
Q4 2024
Reduced 17.14%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
2,308
shares
|
$773,572
0.03% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
2,283
shares
|
$765,193
0.19% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
2,280
shares
|
$764,187
0.08% of portfolio
|
Q2 2024
Added 41.88%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jan 14, 2025 Q4 2024 |
2,273
shares
|
$761,841
1.56% of portfolio
|
Q4 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
2,271
shares
|
$761,171
0.05% of portfolio
|
Q4 2024
Reduced 14.66%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
2,260
shares
|
$757,484
0.21% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
2,254
shares
|
$755,473
0.31% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,249
shares
|
$753,797
0.06% of portfolio
|
Q2 2023
Reduced 25.78%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 29, 2024 Q3 2024 |
2,244
shares
|
$752,121
0.4% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
2,240
shares
|
$750,780
0.02% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
2,224
shares
|
$745,418
0.04% of portfolio
|
Q1 2024
Added 28.85%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,224
shares
|
$745,418
0.56% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
2,217
shares
|
$743,071
0.05% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
2,214
shares
|
$742,066
0.05% of portfolio
|
Q4 2023
New holding
|