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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Aug 06, 2024 Q2 2024 |
25,610
shares
|
$8.17 Million
0.33% of portfolio
|
Q2 2024
Added 2.97%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
25,598
shares
|
$8.17 Million
2.78% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
25,579
shares
|
$8.16 Million
0.97% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
25,513
shares
|
$8.14 Million
0.24% of portfolio
|
Q1 2024
Reduced 24.46%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
25,220
shares
|
$8.05 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Humankind Investments LLC
|
Aug 12, 2024 Q2 2024 |
25,070
shares
|
$8 Million
2.02% of portfolio
|
Q4 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 12, 2024 Q2 2024 |
25,033
shares
|
$7.99 Million
5.04% of portfolio
|
Q2 2024
Reduced 7.81%
|
|
|
Avestar Capital, LLC
|
Aug 08, 2024 Q2 2024 |
25,021
shares
|
$7.98 Million
0.77% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
24,550
shares
|
$7.83 Million
0.22% of portfolio
|
Q4 2023
Added 15.53%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
24,377
shares
|
$7.78 Million
3.46% of portfolio
|
Q2 2024
Reduced 61.02%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
24,074
shares
|
$7.68 Million
0.04% of portfolio
|
Q2 2024
Reduced 5.71%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
23,216
shares
|
$7.41 Million
0.35% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
23,108
shares
|
$7.37 Million
0.24% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
22,661
shares
|
$7.23 Million
0.32% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
22,348
shares
|
$7.13 Million
1.54% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
22,311
shares
|
$7.12 Million
1.0% of portfolio
|
Q1 2023
Reduced 18.87%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
22,299
shares
|
$7.11 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2024 Q2 2024 |
22,103
shares
|
$7.05 Million
0.44% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
21,701
shares
|
$6.92 Million
0.4% of portfolio
|
Q3 2022
Added 3.73%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
21,553
shares
|
$6.88 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2024 Q2 2024 |
21,509
shares
|
$6.86 Million
9.69% of portfolio
|
Q1 2024
Added 2.02%
|
|
|
Bridges Investment Management Inc
|
Aug 12, 2024 Q2 2024 |
21,090
shares
|
$6.73 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
20,900
shares
|
$6.67 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Aug 01, 2024 Q2 2024 |
20,786
shares
|
$6.63 Million
1.51% of portfolio
|
Q2 2024
Reduced 3.41%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
20,659
shares
|
$6.59 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.23%
|