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 |
|---|---|---|---|---|---|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
20,647
shares
|
$6.59 Million
0.25% of portfolio
|
Q2 2022
Added 9.07%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
20,294
shares
|
$6.47 Million
0.07% of portfolio
|
Q2 2024
Added 14.09%
|
|
|
Texas Capital Bancshares Inc
|
Aug 15, 2024 Q2 2024 |
20,202
shares
|
$6.44 Million
2.5% of portfolio
|
Q2 2024
Reduced 1.76%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
20,182
shares
|
$6.44 Million
0.0% of portfolio
|
Q2 2024
Added 0.42%
|
|
|
London CO Of Virginia
Richmond, VA |
Aug 14, 2024 Q2 2024 |
20,167
shares
|
$6.43 Million
0.03% of portfolio
|
Q2 2024
Added 2760.57%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
19,781
shares
|
$6.31 Million
0.46% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Spider Rock Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
19,716
shares
|
$6.29 Million
0.12% of portfolio
|
Q2 2024
Added 110.46%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
19,234
shares
|
$6.14 Million
1.02% of portfolio
|
Q3 2023
Reduced 10.35%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Aug 09, 2024 Q2 2024 |
19,083
shares
|
$6.09 Million
0.21% of portfolio
|
Q2 2024
Reduced 4.85%
|
|
|
Retireful, LLC
|
Jul 31, 2024 Q2 2024 |
19,082
shares
|
$6.09 Million
2.69% of portfolio
|
Q2 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
19,065
shares
|
$6.08 Million
0.06% of portfolio
|
Q2 2024
Added 63.05%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
19,001
shares
|
$6.06 Million
0.25% of portfolio
|
Q2 2024
Reduced 25.23%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
18,945
shares
|
$6.04 Million
0.51% of portfolio
|
Q2 2024
Added 6.24%
|
|
|
Bensler, LLC
Bellevue, WA |
Jul 26, 2024 Q2 2024 |
18,942
shares
|
$6.04 Million
0.76% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
18,921
shares
|
$6.04 Million
2.77% of portfolio
|
Q1 2023
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
18,857
shares
|
$6.02 Million
1.17% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 09, 2024 Q2 2024 |
18,585
shares
|
$5.93 Million
2.43% of portfolio
|
Q2 2024
Added 1.55%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2024 Q2 2024 |
18,426
shares
|
$5.88 Million
0.16% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
18,426
shares
|
$5.88 Million
0.01% of portfolio
|
Q2 2024
Added 24.88%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
18,373
shares
|
$5.86 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
18,293
shares
|
$5.84 Million
0.14% of portfolio
|
Q2 2024
Added 14.86%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 14, 2024 Q2 2024 |
18,180
shares
|
$5.8 Million
0.14% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
18,138
shares
|
$5.79 Million
0.14% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 13, 2024 Q2 2024 |
17,980
shares
|
$5.74 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
17,980
shares
|
$5.74 Million
0.0% of portfolio
|
Q2 2024
New holding
|