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 |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
Oct 17, 2024 Q3 2024 |
9,981
shares
|
$3.18 Million
0.31% of portfolio
|
Q3 2024
Added 1350.73%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 12, 2024 Q2 2024 |
9,895
shares
|
$3.16 Million
0.09% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
9,823
shares
|
$3.13 Million
0.03% of portfolio
|
Q2 2022
Reduced 8.11%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 26, 2024 Q2 2024 |
9,799
shares
|
$3.13 Million
0.15% of portfolio
|
Q4 2023
Added 108.53%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
9,798
shares
|
$3.13 Million
0.0% of portfolio
|
Q2 2024
Added 17.55%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 01, 2024 Q2 2024 |
9,773
shares
|
$3.12 Million
0.83% of portfolio
|
Q2 2024
Added 25.13%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
9,771
shares
|
$3.12 Million
1.82% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 13, 2024 Q2 2024 |
9,729
shares
|
$3.1 Million
0.0% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
9,562
shares
|
$3.05 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
9,529
shares
|
$3.04 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
9,435
shares
|
$3.01 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Lee Danner & Bass Inc
|
Jul 30, 2024 Q2 2024 |
9,390
shares
|
$3 Million
0.22% of portfolio
|
Q2 2024
Reduced 11.0%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
9,347
shares
|
$2.98 Million
0.29% of portfolio
|
Q2 2024
Added 5.95%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
9,341
shares
|
$2.98 Million
0.58% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Ascent Group, LLC
|
Aug 14, 2024 Q2 2024 |
9,290
shares
|
$2.96 Million
0.23% of portfolio
|
Q2 2024
Reduced 8.75%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
9,281
shares
|
$2.96 Million
0.32% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
9,108
shares
|
$2.91 Million
0.36% of portfolio
|
Q2 2024
Reduced 8.07%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
9,101
shares
|
$2.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
9,064
shares
|
$2.89 Million
0.93% of portfolio
|
Q4 2023
Reduced 3.02%
|
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
8,945
shares
|
$2.85 Million
0.31% of portfolio
|
Q2 2024
Reduced 6.72%
|
|
|
Security Financial Services, Inc.
|
Jul 23, 2024 Q2 2024 |
8,941
shares
|
$2.85 Million
0.59% of portfolio
|
Q2 2024
Reduced 30.35%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
8,869
shares
|
$2.83 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 08, 2024 Q2 2024 |
8,864
shares
|
$2.83 Million
0.32% of portfolio
|
Q2 2024
Reduced 3.67%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
8,763
shares
|
$2.8 Million
0.02% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
8,699
shares
|
$2.77 Million
0.24% of portfolio
|
Q3 2024
Reduced 8.85%
|