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 |
|---|---|---|---|---|---|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
1,778
shares
|
$595,932
0.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
1,772
shares
|
$593,921
0.32% of portfolio
|
Q4 2021
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
1,771
shares
|
$593,586
0.01% of portfolio
|
Q3 2024
Added 11.03%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,766
shares
|
$591,910
0.08% of portfolio
|
Q1 2024
Reduced 23.18%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,760
shares
|
$589,899
0.02% of portfolio
|
Q1 2024
Added 29.7%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,758
shares
|
$589,228
0.29% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Aaf Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,749
shares
|
$586,212
0.28% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
1,746
shares
|
$585,206
0.3% of portfolio
|
Q3 2024
Reduced 16.14%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
1,744
shares
|
$584,536
0.06% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
1,733
shares
|
$580,849
0.05% of portfolio
|
Q2 2023
Added 3.59%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
1,725
shares
|
$578,168
0.03% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,722
shares
|
$577,162
0.03% of portfolio
|
Q3 2022
Added 7.16%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,714
shares
|
$574,481
0.12% of portfolio
|
Q1 2024
Added 44.89%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
1,704
shares
|
$571,129
0.02% of portfolio
|
Q3 2024
Added 15.68%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
1,700
shares
|
$569,789
0.05% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
1,700
shares
|
$569,789
0.15% of portfolio
|
Q4 2022
Added 10.47%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,699
shares
|
$569,453
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,690
shares
|
$566,437
0.1% of portfolio
|
Q3 2019
New holding
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
1,687
shares
|
$565,431
0.33% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
1,686
shares
|
$565,096
0.18% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
1,671
shares
|
$560,069
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,660
shares
|
$556,382
0.05% of portfolio
|
Q4 2023
Reduced 1.54%
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
1,659
shares
|
$556,047
0.22% of portfolio
|
Q1 2024
Reduced 36.8%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
1,656
shares
|
$555,041
0.1% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
1,655
shares
|
$554,706
0.01% of portfolio
|
Q3 2024
Added 1.91%
|