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 1,374 institutions that hold shares in the stock, with a total of 93.3 Million shares, which have been reported (via 13F filing form) to have a value of $30.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
36,018
shares
|
$11.8 Million
0.03% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 07, 2024 Q3 2024 |
35,955
shares
|
$11.8 Million
3.35% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
35,580
shares
|
$11.6 Million
0.66% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
35,401
shares
|
$11.6 Million
1.93% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
35,305
shares
|
$11.5 Million
2.46% of portfolio
|
Q3 2020
Added 41.08%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
35,099
shares
|
$11.5 Million
8.14% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
35,049
shares
|
$11.5 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
34,103
shares
|
$11.2 Million
1.32% of portfolio
|
Q3 2024
Reduced 19.98%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
33,956
shares
|
$11.1 Million
0.87% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Brown Financial Advisory
|
Oct 24, 2024 Q3 2024 |
33,774
shares
|
$11 Million
7.51% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
33,436
shares
|
$10.9 Million
2.01% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
33,403
shares
|
$10.9 Million
0.34% of portfolio
|
Q3 2023
Reduced 0.66%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
32,945
shares
|
$10.8 Million
0.57% of portfolio
|
Q4 2023
Added 51.17%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
32,755
shares
|
$10.7 Million
0.65% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
32,263
shares
|
$10.6 Million
0.74% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
32,258
shares
|
$10.6 Million
0.09% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
31,799
shares
|
$10.4 Million
0.01% of portfolio
|
Q3 2024
Added 224.55%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
31,423
shares
|
$10.3 Million
1.9% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Fiduciary Counselling Inc
|
Nov 08, 2024 Q3 2024 |
31,258
shares
|
$10.2 Million
25.15% of portfolio
|
Q2 2024
Added 6.88%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
31,141
shares
|
$10.2 Million
0.55% of portfolio
|
Q2 2024
Added 2.63%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
31,094
shares
|
$10.2 Million
0.41% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
30,904
shares
|
$10.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 28.1%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
30,697
shares
|
$10 Million
3.55% of portfolio
|
Q3 2023
Reduced 0.91%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
30,628
shares
|
$10 Million
0.76% of portfolio
|
Q4 2022
Added 3.22%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
30,586
shares
|
$10 Million
0.06% of portfolio
|
Q3 2024
Reduced 11.0%
|