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 |
|---|---|---|---|---|---|
|
G2 Capital Management, LLC
Columbus, OH |
Aug 09, 2024 Q2 2024 |
13,202
shares
|
$4.21 Million
1.23% of portfolio
|
Q2 2024
Reduced 15.29%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
13,078
shares
|
$4.17 Million
0.76% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
12,910
shares
|
$4.12 Million
0.17% of portfolio
|
Q4 2023
Added 754.97%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
12,844
shares
|
$4.1 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
12,832
shares
|
$4.09 Million
0.24% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
12,808
shares
|
$4.09 Million
0.03% of portfolio
|
Q3 2024
Reduced 20.98%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Oct 04, 2024 Q3 2024 |
12,790
shares
|
$4.08 Million
0.92% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
12,714
shares
|
$4.06 Million
0.25% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Oct 22, 2024 Q3 2024 |
12,673
shares
|
$4.04 Million
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
12,606
shares
|
$4.02 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Plancorp, LLC
|
Aug 09, 2024 Q2 2024 |
12,475
shares
|
$3.98 Million
0.16% of portfolio
|
Q2 2024
Reduced 7.23%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
12,264
shares
|
$3.91 Million
0.06% of portfolio
|
Q2 2024
Added 1199.15%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2024 Q2 2024 |
12,259
shares
|
$3.91 Million
0.07% of portfolio
|
Q2 2024
Reduced 3.24%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 05, 2024 Q2 2024 |
12,131
shares
|
$3.87 Million
1.71% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
12,002
shares
|
$3.83 Million
0.05% of portfolio
|
Q2 2024
Added 5.28%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
11,970
shares
|
$3.82 Million
3.48% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
11,956
shares
|
$3.81 Million
1.24% of portfolio
|
Q3 2024
Added 45.97%
|
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
11,954
shares
|
$3.81 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2024 Q2 2024 |
11,946
shares
|
$3.81 Million
0.28% of portfolio
|
Q2 2024
Added 1540.93%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 22, 2024 Q2 2024 |
11,900
shares
|
$3.8 Million
0.24% of portfolio
|
Q2 2018
Reduced 2.1%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
11,826
shares
|
$3.77 Million
0.25% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2024 Q2 2024 |
11,808
shares
|
$3.77 Million
0.23% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
11,686
shares
|
$3.73 Million
0.06% of portfolio
|
Q3 2024
Added 125.21%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2024 Q2 2024 |
11,641
shares
|
$3.71 Million
0.16% of portfolio
|
Q2 2024
Added 581.96%
|
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
11,479
shares
|
$3.66 Million
0.29% of portfolio
|
Q2 2024
Reduced 1.7%
|