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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
844
shares
|
$310,490
0.02% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
844
shares
|
$310,490
0.09% of portfolio
|
Q4 2025
Added 4.46%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
843
shares
|
$310,122
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
843
shares
|
$310,122
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
842
shares
|
$309,754
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
839
shares
|
$308,651
0.09% of portfolio
|
Q1 2024
Reduced 4.22%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
837
shares
|
$307,915
0.02% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
836
shares
|
$307,547
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
835
shares
|
$307,179
0.11% of portfolio
|
Q1 2024
Reduced 73.71%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
832
shares
|
$306,076
0.1% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
826
shares
|
$303,868
0.02% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
822
shares
|
$302,397
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Greenhouse Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
821
shares
|
$302,029
0.18% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
818
shares
|
$300,925
0.02% of portfolio
|
Q2 2024
Added 42.01%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
818
shares
|
$300,925
0.07% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
814
shares
|
$299,454
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
814
shares
|
$299,454
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
812
shares
|
$298,718
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
811
shares
|
$298,350
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
810
shares
|
$297,982
0.14% of portfolio
|
Q3 2025
Added 15.71%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Nov 05, 2025 Q3 2025 |
807
shares
|
$296,879
0.07% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2025 Q3 2025 |
806
shares
|
$296,511
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
801
shares
|
$294,671
0.01% of portfolio
|
Q3 2025
Reduced 9.49%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
800
shares
|
$294,304
0.07% of portfolio
|
Q3 2025
Reduced 18.37%
|
|
|
Iowa State Bank
|
Jan 06, 2026 Q4 2025 |
800
shares
|
$294,304
0.06% of portfolio
|
Q4 2023
New holding
|
|