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 1,376 institutions that hold shares in the stock, with a total of 92.7 Million shares, which have been reported (via 13F filing form) to have a value of $30.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
814
shares
|
$260,081
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
812
shares
|
$259,442
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
812
shares
|
$259,442
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
810
shares
|
$258,803
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
808
shares
|
$258,164
0.06% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
806
shares
|
$257,525
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
806
shares
|
$257,525
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
806
shares
|
$257,525
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Atalanta Sosnoff Capital, LLC
|
Nov 14, 2024 Q3 2024 |
804
shares
|
$256,886
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
800
shares
|
$255,608
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
800
shares
|
$255,608
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
795
shares
|
$254,010
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
793
shares
|
$253,371
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
788
shares
|
$251,773
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 05, 2024 Q3 2024 |
788
shares
|
$251,773
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
786
shares
|
$251,134
0.01% of portfolio
|
Q3 2024
Added 13.42%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
784
shares
|
$250,495
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
783
shares
|
$250,176
0.08% of portfolio
|
Q2 2024
Reduced 14.52%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
782
shares
|
$249,856
0.03% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
781
shares
|
$249,537
0.01% of portfolio
|
Q3 2024
Added 30.6%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
779
shares
|
$248,898
0.05% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
779
shares
|
$248,898
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
779
shares
|
$248,898
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
777
shares
|
$248,259
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
772
shares
|
$246,661
0.04% of portfolio
|
Q3 2024
Reduced 1.03%
|