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 |
|---|---|---|---|---|---|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
15,315
shares
|
$4.89 Million
0.18% of portfolio
|
Q3 2024
Added 14.46%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
15,250
shares
|
$4.86 Million
0.04% of portfolio
|
Q2 2024
Added 7.34%
|
|
|
Consilio Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
14,802
shares
|
$4.72 Million
1.92% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
14,760
shares
|
$4.71 Million
0.93% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 07, 2024 Q2 2024 |
14,737
shares
|
$4.7 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Aug 13, 2024 Q2 2024 |
14,650
shares
|
$4.67 Million
3.01% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
Wms Partners, LLC
|
Aug 14, 2024 Q2 2024 |
14,630
shares
|
$4.67 Million
0.29% of portfolio
|
Q1 2023
Reduced 0.27%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
14,582
shares
|
$4.65 Million
0.12% of portfolio
|
Q3 2024
Reduced 33.29%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
14,453
shares
|
$4.61 Million
0.99% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
14,442
shares
|
$4.61 Million
0.04% of portfolio
|
Q2 2024
Added 123.63%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
14,440
shares
|
$4.61 Million
0.3% of portfolio
|
Q4 2022
Reduced 1.92%
|
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
14,400
shares
|
$4.59 Million
0.1% of portfolio
|
Q2 2024
Added 291.52%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
14,320
shares
|
$4.57 Million
1.08% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
14,261
shares
|
$4.55 Million
0.11% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
14,241
shares
|
$4.54 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
14,212
shares
|
$4.53 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
14,173
shares
|
$4.52 Million
0.12% of portfolio
|
Q1 2024
Added 7.75%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2024 Q2 2024 |
14,136
shares
|
$4.51 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.97%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
14,060
shares
|
$4.49 Million
0.19% of portfolio
|
Q2 2024
Added 28.12%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
13,788
shares
|
$4.4 Million
0.1% of portfolio
|
Q2 2024
Added 313.43%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
13,653
shares
|
$4.36 Million
0.52% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
13,577
shares
|
$4.33 Million
0.08% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
13,544
shares
|
$4.32 Million
0.36% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
13,483
shares
|
$4.3 Million
2.17% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
13,376
shares
|
$4.27 Million
1.69% of portfolio
|
Q1 2023
Reduced 2.09%
|