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 1,373 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 $30.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
30,204
shares
|
$9.81 Million
0.37% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
30,159
shares
|
$9.8 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
30,052
shares
|
$9.77 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
29,844
shares
|
$9.7 Million
2.41% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
29,760
shares
|
$9.67 Million
1.15% of portfolio
|
Q3 2023
Added 1013.77%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
29,687
shares
|
$9.65 Million
3.07% of portfolio
|
Q3 2024
Added 21.78%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,475
shares
|
$9.58 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
29,125
shares
|
$9.46 Million
0.89% of portfolio
|
Q4 2023
Reduced 7.19%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
28,917
shares
|
$9.4 Million
1.3% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
28,877
shares
|
$9.38 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
28,710
shares
|
$9.33 Million
0.33% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
28,552
shares
|
$9.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.08%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
28,481
shares
|
$9.25 Million
0.26% of portfolio
|
Q3 2024
Added 11.63%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
28,220
shares
|
$9.17 Million
0.62% of portfolio
|
Q2 2024
Added 1.44%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
27,812
shares
|
$9.04 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
27,512
shares
|
$8.94 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
27,465
shares
|
$8.92 Million
3.28% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
27,421
shares
|
$8.91 Million
0.19% of portfolio
|
Q1 2024
Added 0.29%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
26,755
shares
|
$8.69 Million
0.81% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
26,689
shares
|
$8.67 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Stegner Investment Associates Inc.
|
Oct 11, 2024 Q3 2024 |
26,645
shares
|
$8.66 Million
5.69% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
26,322
shares
|
$8.55 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
26,322
shares
|
$8.55 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
25,996
shares
|
$8.45 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
25,757
shares
|
$8.37 Million
0.38% of portfolio
|
Q3 2024
Added 0.57%
|