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 |
|---|---|---|---|---|---|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
1,653
shares
|
$554,036
0.07% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
1,652
shares
|
$553,700
0.02% of portfolio
|
Q4 2024
Reduced 22.15%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
1,649
shares
|
$552,695
0.26% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
1,646
shares
|
$551,689
0.06% of portfolio
|
Q4 2024
Added 27.01%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
1,639
shares
|
$549,343
0.17% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
1,635
shares
|
$548,002
0.3% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
1,632
shares
|
$546,997
0.15% of portfolio
|
Q3 2024
Reduced 8.52%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
1,631
shares
|
$546,662
0.1% of portfolio
|
Q3 2024
Reduced 22.66%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
1,631
shares
|
$546,662
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,630
shares
|
$546,327
0.36% of portfolio
|
Q1 2022
Reduced 1.21%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
1,629
shares
|
$545,991
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
1,627
shares
|
$545,321
0.05% of portfolio
|
Q4 2024
Reduced 10.16%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,625
shares
|
$544,651
0.02% of portfolio
|
Q3 2024
Added 31.47%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
1,624
shares
|
$544,316
0.09% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
1,620
shares
|
$542,975
0.01% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
1,618
shares
|
$542,305
0.09% of portfolio
|
Q2 2024
Added 96.36%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
1,614
shares
|
$540,964
0.02% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
1,608
shares
|
$538,953
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
1,607
shares
|
$538,618
0.05% of portfolio
|
Q2 2023
Reduced 0.06%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
1,603
shares
|
$537,277
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
1,599
shares
|
$535,936
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,599
shares
|
$535,936
0.06% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
1,597
shares
|
$535,266
0.02% of portfolio
|
Q3 2024
Reduced 37.42%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
1,578
shares
|
$528,898
0.09% of portfolio
|
Q1 2024
Reduced 50.99%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,577
shares
|
$528,563
0.03% of portfolio
|
Q2 2024
Reduced 20.79%
|