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 1,628 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 |
|---|---|---|---|---|---|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
548
shares
|
$201,598
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
547
shares
|
$201,230
0.04% of portfolio
|
Q4 2024
Added 272.11%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
547
shares
|
$201,230
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
541
shares
|
$199,023
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
533
shares
|
$196,080
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
525
shares
|
$193,137
0.06% of portfolio
|
Q2 2023
Reduced 13.22%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
517
shares
|
$190,193
0.01% of portfolio
|
Q4 2025
Added 8.16%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
512
shares
|
$188,354
0.02% of portfolio
|
Q3 2025
Added 53.75%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
508
shares
|
$186,883
0.03% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
502
shares
|
$184,675
0.05% of portfolio
|
Q3 2025
Added 24.88%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
502
shares
|
$184,675
0.14% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
500
shares
|
$183,940
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
496
shares
|
$182,468
0.01% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
496
shares
|
$182,468
0.09% of portfolio
|
Q3 2025
Reduced 99.07%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
482
shares
|
$177,318
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
478
shares
|
$175,846
0.11% of portfolio
|
Q1 2025
Added 425.27%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
460
shares
|
$169,224
0.05% of portfolio
|
Q3 2025
Reduced 14.18%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
458
shares
|
$168,489
0.01% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
451
shares
|
$165,913
0.01% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
447
shares
|
$164,442
0.06% of portfolio
|
Q2 2025
Added 15.21%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
445
shares
|
$163,706
0.13% of portfolio
|
Q2 2025
Reduced 13.76%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
443
shares
|
$162,970
0.08% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
430
shares
|
$158,188
0.03% of portfolio
|
Q4 2018
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
427
shares
|
$157,084
0.06% of portfolio
|
Q1 2022
Reduced 31.9%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
416
shares
|
$153,038
0.08% of portfolio
|
Q3 2025
New holding
|
|