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 1,355 institutions that hold shares in the stock, with a total of 93 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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
37,784
shares
|
$12.1 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
37,721
shares
|
$12 Million
0.16% of portfolio
|
Q4 2023
Added 1.45%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 14, 2024 Q2 2024 |
36,544
shares
|
$11.7 Million
0.46% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Campion Asset Management
|
Aug 14, 2024 Q2 2024 |
36,443
shares
|
$11.6 Million
8.56% of portfolio
|
Q2 2024
Reduced 5.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
36,421
shares
|
$11.6 Million
0.17% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 13, 2024 Q2 2024 |
36,258
shares
|
$11.6 Million
0.71% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
36,018
shares
|
$11.5 Million
0.03% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 07, 2024 Q3 2024 |
35,955
shares
|
$11.5 Million
3.35% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
35,874
shares
|
$11.4 Million
0.01% of portfolio
|
Q2 2024
Added 632.27%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
35,580
shares
|
$11.4 Million
0.66% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
35,401
shares
|
$11.3 Million
1.93% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Hall Kathryn A.
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
35,305
shares
|
$11.3 Million
2.49% of portfolio
|
Q3 2020
Added 41.08%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
35,293
shares
|
$11.3 Million
0.12% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
34,367
shares
|
$11 Million
0.07% of portfolio
|
Q2 2024
Added 85.75%
|
|
|
Brown Financial Advisory
|
Oct 24, 2024 Q3 2024 |
33,774
shares
|
$10.8 Million
7.51% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Heritage Investment Group, Inc.
|
Jul 22, 2024 Q2 2024 |
33,622
shares
|
$10.7 Million
1.37% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
33,621
shares
|
$10.7 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.39%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
33,403
shares
|
$10.7 Million
0.34% of portfolio
|
Q3 2023
Reduced 0.66%
|
|
|
New Square Capital LLC
|
Jul 23, 2024 Q2 2024 |
33,311
shares
|
$10.6 Million
0.87% of portfolio
|
Q2 2024
Added 3.06%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
32,945
shares
|
$10.5 Million
0.57% of portfolio
|
Q4 2023
Added 51.17%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2024 Q2 2024 |
32,263
shares
|
$10.3 Million
0.73% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
32,258
shares
|
$10.3 Million
0.09% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
31,423
shares
|
$10 Million
1.9% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
31,300
shares
|
$9.98 Million
0.07% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Fiduciary Counselling Inc
|
Aug 06, 2024 Q2 2024 |
31,258
shares
|
$9.97 Million
26.48% of portfolio
|
Q2 2024
Added 6.88%
|