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 |
|---|---|---|---|---|---|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 13, 2024 Q2 2024 |
11,454
shares
|
$3.65 Million
0.12% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
11,415
shares
|
$3.64 Million
0.21% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
11,347
shares
|
$3.62 Million
0.39% of portfolio
|
Q3 2024
Reduced 24.94%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
11,164
shares
|
$3.56 Million
0.39% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
11,037
shares
|
$3.52 Million
0.03% of portfolio
|
Q2 2024
Reduced 25.56%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
10,937
shares
|
$3.49 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Accredited Investors Inc.
|
Jul 19, 2024 Q2 2024 |
10,866
shares
|
$3.47 Million
0.21% of portfolio
|
Q2 2023
Reduced 0.94%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
10,815
shares
|
$3.45 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
10,750
shares
|
$3.43 Million
0.15% of portfolio
|
Q3 2022
Added 99.48%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
10,738
shares
|
$3.43 Million
1.66% of portfolio
|
Q1 2023
Reduced 2.63%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Jul 31, 2024 Q2 2024 |
10,684
shares
|
$3.41 Million
0.88% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 13, 2024 Q2 2024 |
10,640
shares
|
$3.39 Million
0.14% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 02, 2024 Q2 2024 |
10,617
shares
|
$3.39 Million
0.15% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
10,571
shares
|
$3.37 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
10,566
shares
|
$3.37 Million
0.2% of portfolio
|
Q3 2024
Added 1426.88%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
10,558
shares
|
$3.37 Million
0.07% of portfolio
|
Q2 2024
Added 3.98%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Aug 12, 2024 Q2 2024 |
10,539
shares
|
$3.36 Million
1.54% of portfolio
|
Q4 2023
New holding
|
|
|
Parsons Capital Management Inc
|
Jul 19, 2024 Q2 2024 |
10,251
shares
|
$3.27 Million
0.21% of portfolio
|
Q2 2024
Added 14.15%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2024 Q2 2024 |
10,233
shares
|
$3.26 Million
0.03% of portfolio
|
Q2 2024
Reduced 24.6%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
10,201
shares
|
$3.25 Million
0.21% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
10,197
shares
|
$3.25 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
10,163
shares
|
$3.24 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
10,144
shares
|
$3.24 Million
1.21% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
10,081
shares
|
$3.22 Million
1.85% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
10,022
shares
|
$3.2 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.19%
|