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 1,571 institutions that hold shares in the stock, with a total of 97.4 Million shares, which have been reported (via 13F filing form) to have a value of $35.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
10,828,766
shares
|
$3.91 Billion
2.8% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,768,103
shares
|
$1.72 Billion
0.12% of portfolio
|
Q2 2025
Added 14.86%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
4,454,855
shares
|
$1.61 Billion
0.46% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
2,923,970
shares
|
$1.06 Billion
3.48% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,751,986
shares
|
$995 Million
0.13% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,447,669
shares
|
$885 Million
0.29% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,385,776
shares
|
$862 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,231,316
shares
|
$807 Million
0.02% of portfolio
|
Q2 2024
Reduced 49.49%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,913,537
shares
|
$692 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.38%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,780,576
shares
|
$644 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,606,643
shares
|
$581 Million
0.12% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Millburn Ridgefield Corp
|
Jul 29, 2025 Q2 2025 |
1,586,642
shares
|
$574 Million
12.97% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
1,586,642
shares
|
$574 Million
11.02% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
1,405,034
shares
|
$508 Million
4.38% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,370,878
shares
|
$496 Million
0.34% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,288,976
shares
|
$466 Million
7.19% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,279,512
shares
|
$463 Million
0.03% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
1,214,071
shares
|
$439 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,173,874
shares
|
$424 Million
0.92% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,170,028
shares
|
$423 Million
1.77% of portfolio
|
Q2 2023
Reduced 95.72%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
1,165,020
shares
|
$421 Million
1.57% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,094,237
shares
|
$396 Million
0.74% of portfolio
|
Q3 2023
Reduced 10.32%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
995,872
shares
|
$360 Million
0.06% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
798,988
shares
|
$289 Million
2.97% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
Aug 08, 2025 Q2 2025 |
791,000
shares
|
$286 Million
2.18% of portfolio
|
Q4 2023
Reduced 34.25%
|