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 |
|---|---|---|---|---|---|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
918
shares
|
$307,686
0.15% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
917
shares
|
$307,350
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
916
shares
|
$307,015
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
914
shares
|
$306,345
0.01% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
913
shares
|
$306,010
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
903
shares
|
$302,658
0.1% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
895
shares
|
$299,977
0.05% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
891
shares
|
$298,636
0.1% of portfolio
|
Q3 2024
Added 15.12%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
888
shares
|
$297,630
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
885
shares
|
$296,625
0.01% of portfolio
|
Q2 2024
Reduced 5.35%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
885
shares
|
$296,625
0.07% of portfolio
|
Q4 2023
Reduced 2.75%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
881
shares
|
$295,284
0.02% of portfolio
|
Q3 2024
Reduced 77.83%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
879
shares
|
$294,614
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
875
shares
|
$293,273
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
874
shares
|
$292,938
0.13% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
871
shares
|
$291,933
0.09% of portfolio
|
Q4 2024
Added 32.37%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
869
shares
|
$291,262
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
869
shares
|
$291,262
0.2% of portfolio
|
Q4 2023
Reduced 28.54%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
868
shares
|
$290,927
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
863
shares
|
$289,251
0.01% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
862
shares
|
$288,916
0.02% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
860
shares
|
$288,246
0.0% of portfolio
|
Q3 2024
Added 27.98%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
855
shares
|
$286,570
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
854
shares
|
$286,235
0.02% of portfolio
|
Q4 2023
Reduced 7.07%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
851
shares
|
$285,229
0.19% of portfolio
|
Q4 2023
Reduced 23.81%
|