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 1,631 institutions that hold shares in the stock, with a total of 98.5 Million shares, which have been reported (via 13F filing form) to have a value of $36.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 05, 2026 Q4 2025 |
900
shares
|
$331,092
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
897
shares
|
$329,988
0.05% of portfolio
|
Q4 2025
Reduced 24.37%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
897
shares
|
$329,988
0.01% of portfolio
|
Q3 2025
Reduced 24.24%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
895
shares
|
$329,252
0.01% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
893
shares
|
$328,516
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 15, 2026 Q4 2025 |
893
shares
|
$328,516
0.1% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
889
shares
|
$327,045
0.01% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
889
shares
|
$327,045
0.02% of portfolio
|
Q2 2025
Reduced 30.26%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
885
shares
|
$325,573
0.07% of portfolio
|
Q4 2023
Reduced 2.75%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
883
shares
|
$324,838
0.1% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
881
shares
|
$324,102
0.03% of portfolio
|
Q3 2024
Reduced 77.83%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
881
shares
|
$324,102
0.04% of portfolio
|
Q4 2025
Added 43.72%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
876
shares
|
$322,262
0.05% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
872
shares
|
$320,791
0.07% of portfolio
|
Q4 2025
Reduced 2.9%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
871
shares
|
$320,423
0.11% of portfolio
|
Q4 2024
Added 32.37%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
870
shares
|
$320,055
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
869
shares
|
$319,687
0.22% of portfolio
|
Q4 2023
Reduced 28.54%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
867
shares
|
$318,951
0.01% of portfolio
|
Q1 2025
Reduced 30.92%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
866
shares
|
$318,584
0.06% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
864
shares
|
$317,848
0.08% of portfolio
|
Q4 2025
Reduced 21.67%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
863
shares
|
$317,480
0.02% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Calamos Advisors LLC
|
Oct 20, 2025 Q3 2025 |
856
shares
|
$314,905
0.0% of portfolio
|
Q3 2025
Added 15.52%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
856
shares
|
$314,905
0.06% of portfolio
|
Q3 2025
Added 41.96%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
851
shares
|
$313,065
0.19% of portfolio
|
Q4 2023
Reduced 23.81%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
848
shares
|
$311,962
0.12% of portfolio
|
Q3 2025
Reduced 45.61%
|
|