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 |
|---|---|---|---|---|---|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
750
shares
|
$275,910
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
750
shares
|
$275,910
0.08% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
750
shares
|
$275,910
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
749
shares
|
$275,542
0.05% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
749
shares
|
$275,542
0.01% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
748
shares
|
$275,174
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
746
shares
|
$274,438
0.04% of portfolio
|
Q2 2022
Added 45.42%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
745
shares
|
$274,070
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
742
shares
|
$272,966
0.18% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
742
shares
|
$272,966
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
734
shares
|
$270,023
0.03% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
733
shares
|
$269,656
0.13% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
730
shares
|
$268,552
0.12% of portfolio
|
Q4 2024
Reduced 10.1%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
730
shares
|
$268,552
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
727
shares
|
$267,448
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 22, 2025 Q3 2025 |
727
shares
|
$267,448
0.47% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
727
shares
|
$267,448
0.07% of portfolio
|
Q4 2025
Reduced 3.58%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
725
shares
|
$266,713
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
725
shares
|
$266,713
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
724
shares
|
$266,345
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
724
shares
|
$266,345
0.09% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
723
shares
|
$265,977
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
723
shares
|
$265,977
0.03% of portfolio
|
Q4 2025
Reduced 1.09%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
722
shares
|
$265,609
0.1% of portfolio
|
Q1 2025
Added 24.05%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
720
shares
|
$264,873
0.11% of portfolio
|
Q4 2024
Reduced 21.74%
|
|