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 1,472 institutions that hold shares in the stock, with a total of 98.2 Million shares, which have been reported (via 13F filing form) to have a value of $30.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
9,823
shares
|
$3.02 Million
0.73% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
9,823
shares
|
$3.02 Million
0.03% of portfolio
|
Q2 2022
Reduced 8.11%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
9,562
shares
|
$2.94 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
9,555
shares
|
$2.93 Million
0.05% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
9,532
shares
|
$2.93 Million
0.15% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
9,408
shares
|
$2.89 Million
0.01% of portfolio
|
Q4 2024
Added 1161.13%
|
|
|
H&H Retirement Design & Management Inc
|
Feb 24, 2025 Q4 2024 |
9,387
shares
|
$2.88 Million
1.9% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
9,381
shares
|
$2.88 Million
0.61% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
9,292
shares
|
$2.85 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
9,182
shares
|
$2.82 Million
1.59% of portfolio
|
Q4 2024
Added 55.94%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
9,084
shares
|
$2.79 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
9,064
shares
|
$2.78 Million
0.93% of portfolio
|
Q4 2023
Reduced 3.02%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
8,967
shares
|
$2.75 Million
0.6% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
8,951
shares
|
$2.75 Million
0.75% of portfolio
|
Q4 2024
Reduced 16.5%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
8,894
shares
|
$2.73 Million
0.43% of portfolio
|
Q4 2024
Added 148.99%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
8,854
shares
|
$2.72 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
8,693
shares
|
$2.67 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
8,662
shares
|
$2.66 Million
0.29% of portfolio
|
Q4 2024
Reduced 23.66%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
8,607
shares
|
$2.64 Million
0.16% of portfolio
|
Q2 2023
Added 219.13%
|
|
|
Alaska Permanent Capital Management
|
Jan 29, 2025 Q4 2024 |
8,604
shares
|
$2.64 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,601
shares
|
$2.64 Million
0.07% of portfolio
|
Q2 2020
Reduced 1.56%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
8,594
shares
|
$2.64 Million
1.59% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
8,585
shares
|
$2.64 Million
0.1% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
8,567
shares
|
$2.63 Million
0.8% of portfolio
|
Q1 2024
Reduced 48.44%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
8,533
shares
|
$2.62 Million
0.24% of portfolio
|
Q4 2024
Added 0.7%
|