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 1,478 institutions that hold shares in the stock, with a total of 97.6 Million shares, which have been reported (via 13F filing form) to have a value of $29.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
58,406
shares
|
$17.7 Million
1.48% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
58,391
shares
|
$17.7 Million
0.59% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
58,387
shares
|
$17.7 Million
6.59% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
57,176
shares
|
$17.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.63%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
55,543
shares
|
$16.8 Million
0.45% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
54,405
shares
|
$16.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 24.31%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
54,353
shares
|
$16.4 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
54,179
shares
|
$16.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 17.74%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
54,106
shares
|
$16.4 Million
4.63% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
53,284
shares
|
$16.1 Million
2.57% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
52,887
shares
|
$16 Million
3.81% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
52,349
shares
|
$15.8 Million
1.45% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Chartist Inc
Seal Beach, CA |
Feb 12, 2025 Q4 2024 |
52,311
shares
|
$15.8 Million
13.2% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
52,297
shares
|
$15.8 Million
0.09% of portfolio
|
Q4 2024
Reduced 16.26%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
52,156
shares
|
$15.8 Million
0.22% of portfolio
|
Q4 2022
Added 16.87%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
52,073
shares
|
$15.7 Million
0.12% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
51,848
shares
|
$15.7 Million
1.5% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
51,815
shares
|
$15.7 Million
0.05% of portfolio
|
Q3 2022
Reduced 55.37%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
51,271
shares
|
$15.5 Million
0.81% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
50,924
shares
|
$15.4 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
49,626
shares
|
$15 Million
1.79% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
48,639
shares
|
$14.7 Million
2.77% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
48,108
shares
|
$14.5 Million
0.34% of portfolio
|
Q1 2024
Added 15.89%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
47,065
shares
|
$14.2 Million
0.12% of portfolio
|
Q4 2024
Added 7.98%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
46,391
shares
|
$14 Million
2.92% of portfolio
|
Q4 2024
Reduced 2.84%
|