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 |
|---|---|---|---|---|---|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
752
shares
|
$232,977
0.02% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
750
shares
|
$232,357
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
750
shares
|
$232,357
0.01% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
749
shares
|
$232,047
0.05% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
747
shares
|
$231,428
0.1% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
746
shares
|
$231,118
0.04% of portfolio
|
Q2 2022
Added 45.42%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
741
shares
|
$229,569
0.03% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
739
shares
|
$228,949
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
736
shares
|
$228,020
0.12% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
735
shares
|
$227,710
0.01% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
735
shares
|
$227,710
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
734
shares
|
$227,400
0.03% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
730
shares
|
$226,161
0.15% of portfolio
|
Q4 2024
Reduced 10.1%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
730
shares
|
$226,161
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
360 Financial, Inc.
|
Feb 13, 2025 Q4 2024 |
729
shares
|
$225,851
0.01% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
725
shares
|
$224,612
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tfr Capital, Llc.
Plano, TX |
Mar 06, 2025 Q4 2024 |
725
shares
|
$224,612
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
724
shares
|
$224,302
0.09% of portfolio
|
Q4 2024
Added 624.0%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
724
shares
|
$224,302
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
723
shares
|
$223,992
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
723
shares
|
$223,992
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
722
shares
|
$223,682
0.03% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
720
shares
|
$223,063
0.11% of portfolio
|
Q4 2024
Reduced 21.74%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
720
shares
|
$223,063
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
718
shares
|
$222,443
0.14% of portfolio
|
Q4 2024
Reduced 2.18%
|