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 1,374 institutions that hold shares in the stock, with a total of 93.3 Million shares, which have been reported (via 13F filing form) to have a value of $30.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
10,233
shares
|
$3.35 Million
0.03% of portfolio
|
Q2 2024
Reduced 24.6%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
10,201
shares
|
$3.34 Million
0.21% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
10,197
shares
|
$3.34 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
10,163
shares
|
$3.32 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
10,144
shares
|
$3.32 Million
1.21% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
10,081
shares
|
$3.3 Million
1.85% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
10,073
shares
|
$3.29 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
10,022
shares
|
$3.28 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
9,965
shares
|
$3.26 Million
0.09% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
9,921
shares
|
$3.24 Million
0.0% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
9,823
shares
|
$3.21 Million
0.03% of portfolio
|
Q2 2022
Reduced 8.11%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
9,799
shares
|
$3.2 Million
0.85% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
9,799
shares
|
$3.2 Million
0.17% of portfolio
|
Q4 2023
Added 108.53%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
9,771
shares
|
$3.2 Million
1.82% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
9,562
shares
|
$3.13 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
9,529
shares
|
$3.12 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
9,472
shares
|
$3.1 Million
0.23% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
9,435
shares
|
$3.09 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
9,341
shares
|
$3.06 Million
0.58% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
9,332
shares
|
$3.05 Million
0.35% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
9,281
shares
|
$3.04 Million
0.32% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
9,101
shares
|
$2.98 Million
0.06% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
9,064
shares
|
$2.96 Million
0.93% of portfolio
|
Q4 2023
Reduced 3.02%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
9,035
shares
|
$2.96 Million
0.31% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
8,950
shares
|
$2.93 Million
0.59% of portfolio
|
Q3 2024
Added 0.1%
|