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 1,480 institutions that hold shares in the stock, with a total of 98.3 Million shares, which have been reported (via 13F filing form) to have a value of $30 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
216,785
shares
|
$66.1 Million
0.1% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
215,164
shares
|
$65.6 Million
4.76% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
213,683
shares
|
$65.2 Million
3.24% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
210,064
shares
|
$64.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 20.53%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
206,396
shares
|
$63 Million
31.06% of portfolio
|
Q2 2022
Reduced 0.79%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
203,869
shares
|
$62.2 Million
0.41% of portfolio
|
Q4 2024
Added 58.43%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
203,092
shares
|
$61.9 Million
19.16% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
199,122
shares
|
$60.7 Million
2.33% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
194,427
shares
|
$59.3 Million
2.38% of portfolio
|
Q3 2023
Reduced 2.1%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
189,607
shares
|
$57.8 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
188,304
shares
|
$57.4 Million
4.45% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
185,277
shares
|
$56.5 Million
0.04% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
184,410
shares
|
$56.3 Million
11.47% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
182,541
shares
|
$55.7 Million
1.77% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
174,963
shares
|
$53.4 Million
9.27% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
170,275
shares
|
$51.9 Million
3.73% of portfolio
|
Q4 2023
Reduced 2.7%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
165,805
shares
|
$50.6 Million
1.2% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
162,151
shares
|
$49.5 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
153,325
shares
|
$46.8 Million
0.17% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
152,745
shares
|
$46.6 Million
30.15% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
151,618
shares
|
$46.2 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Feb 05, 2025 Q4 2024 |
145,033
shares
|
$44.2 Million
3.95% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
144,843
shares
|
$44.2 Million
0.07% of portfolio
|
Q4 2024
Reduced 14.4%
|
|
|
Cambridge Associates LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
143,760
shares
|
$43.9 Million
1.48% of portfolio
|
Q2 2024
New holding
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
141,738
shares
|
$43.2 Million
4.73% of portfolio
|
Q4 2024
Added 0.06%
|