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 1,476 institutions that hold shares in the stock, with a total of 98.2 Million shares, which have been reported (via 13F filing form) to have a value of $30.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
1,476
shares
|
$457,279
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
1,469
shares
|
$455,110
0.24% of portfolio
|
Q2 2023
Added 9.06%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
1,466
shares
|
$454,181
0.02% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
1,450
shares
|
$449,224
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,447
shares
|
$448,295
0.03% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
1,440
shares
|
$446,126
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
1,435
shares
|
$444,577
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
1,424
shares
|
$441,169
0.05% of portfolio
|
Q2 2024
Added 18.67%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
1,422
shares
|
$440,549
0.04% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
1,420
shares
|
$439,930
0.03% of portfolio
|
Q4 2024
Reduced 20.22%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
1,418
shares
|
$439,310
0.17% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,418
shares
|
$439,310
0.03% of portfolio
|
Q4 2023
Reduced 5.4%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
1,412
shares
|
$437,451
0.18% of portfolio
|
Q2 2024
Added 2.17%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,408
shares
|
$436,212
0.02% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
1,408
shares
|
$436,212
0.01% of portfolio
|
Q4 2024
Added 33.59%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
1,406
shares
|
$435,592
0.07% of portfolio
|
Q2 2023
Added 11.15%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
1,400
shares
|
$433,734
0.14% of portfolio
|
Q2 2023
Added 7.69%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
1,396
shares
|
$432,494
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
1,388
shares
|
$430,016
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
1,387
shares
|
$429,706
0.05% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,375
shares
|
$425,988
0.26% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
1,370
shares
|
$424,439
0.02% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,368
shares
|
$423,820
0.0% of portfolio
|
Q4 2024
Reduced 45.32%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Mar 21, 2025 Q4 2024 |
1,367
shares
|
$423,510
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
1,358
shares
|
$420,721
0.07% of portfolio
|
Q2 2022
New holding
|