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 |
|---|---|---|---|---|---|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
31,141
shares
|
$9.93 Million
0.55% of portfolio
|
Q2 2024
Added 2.63%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
31,094
shares
|
$9.92 Million
0.41% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
30,697
shares
|
$9.79 Million
3.55% of portfolio
|
Q3 2023
Reduced 0.91%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
30,628
shares
|
$9.77 Million
0.76% of portfolio
|
Q4 2022
Added 3.22%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
30,162
shares
|
$9.62 Million
0.33% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
30,159
shares
|
$9.62 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
30,065
shares
|
$9.59 Million
0.17% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
Firestone Capital Management
|
Aug 09, 2024 Q2 2024 |
29,800
shares
|
$9.51 Million
2.46% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
29,760
shares
|
$9.49 Million
1.15% of portfolio
|
Q3 2023
Added 1013.77%
|
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
29,549
shares
|
$9.43 Million
1.42% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
29,125
shares
|
$9.29 Million
0.89% of portfolio
|
Q4 2023
Reduced 7.19%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 15, 2024 Q2 2024 |
28,995
shares
|
$9.25 Million
0.9% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Caprock Group, Inc.
|
Aug 06, 2024 Q2 2024 |
28,708
shares
|
$9.16 Million
0.35% of portfolio
|
Q2 2024
Added 0.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Aug 05, 2024 Q2 2024 |
28,220
shares
|
$9 Million
0.62% of portfolio
|
Q2 2024
Added 1.44%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
28,167
shares
|
$8.99 Million
0.27% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
27,662
shares
|
$8.82 Million
0.62% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
27,465
shares
|
$8.76 Million
3.28% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 13, 2024 Q2 2024 |
27,421
shares
|
$8.75 Million
0.19% of portfolio
|
Q1 2024
Added 0.29%
|
|
|
Sepio Capital, LP
|
Aug 15, 2024 Q2 2024 |
26,755
shares
|
$8.53 Million
0.85% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
26,689
shares
|
$8.51 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Stegner Investment Associates Inc.
|
Oct 11, 2024 Q3 2024 |
26,645
shares
|
$8.5 Million
5.69% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
26,392
shares
|
$8.42 Million
0.55% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Mv Capital Management, Inc.
|
Aug 01, 2024 Q2 2024 |
26,363
shares
|
$8.41 Million
0.9% of portfolio
|
Q2 2024
Added 0.27%
|
|
|
Spears Abacus Advisors LLC
|
Aug 12, 2024 Q2 2024 |
26,005
shares
|
$8.3 Million
0.17% of portfolio
|
Q2 2023
Reduced 6.96%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
25,714
shares
|
$8.2 Million
0.87% of portfolio
|
Q1 2024
Reduced 1.83%
|