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 |
|---|---|---|---|---|---|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,075
shares
|
$360,307
0.12% of portfolio
|
Q1 2024
Reduced 4.02%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
1,071
shares
|
$358,967
0.01% of portfolio
|
Q1 2021
Reduced 9.77%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,067
shares
|
$357,626
0.01% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
1,065
shares
|
$356,956
0.02% of portfolio
|
Q4 2024
Reduced 8.97%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
1,061
shares
|
$355,615
0.17% of portfolio
|
Q1 2024
Reduced 3.19%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
1,059
shares
|
$354,945
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
1,054
shares
|
$353,269
0.01% of portfolio
|
Q3 2024
Added 44.78%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
1,051
shares
|
$352,263
0.11% of portfolio
|
Q2 2022
Reduced 0.1%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
1,050
shares
|
$351,928
0.12% of portfolio
|
Q2 2024
Reduced 23.02%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
1,049
shares
|
$351,593
0.12% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
1,048
shares
|
$351,258
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
1,047
shares
|
$350,922
0.16% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
1,047
shares
|
$350,922
0.01% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
1,046
shares
|
$350,587
0.12% of portfolio
|
Q3 2024
Reduced 11.73%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
1,045
shares
|
$350,252
0.1% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
1,041
shares
|
$348,911
0.1% of portfolio
|
Q1 2024
Added 12.66%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
1,033
shares
|
$346,230
0.15% of portfolio
|
Q2 2024
Reduced 12.09%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
1,032
shares
|
$345,895
0.14% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
1,010
shares
|
$338,521
0.05% of portfolio
|
Q4 2024
Reduced 11.87%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,001
shares
|
$335,505
0.03% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
1,001
shares
|
$335,505
0.01% of portfolio
|
Q3 2024
Reduced 27.25%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,000
shares
|
$335,170
0.03% of portfolio
|
Q3 2022
Added 66.67%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
1,000
shares
|
$335,170
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
998
shares
|
$334,499
0.01% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
995
shares
|
$333,494
0.01% of portfolio
|
Q4 2024
Added 16.51%
|