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 |
|---|---|---|---|---|---|
|
Sja Financial Advisory, LLC
|
Jul 31, 2024 Q2 2024 |
7,077
shares
|
$2.26 Million
1.55% of portfolio
|
Q2 2024
Added 5.6%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
7,073
shares
|
$2.26 Million
0.11% of portfolio
|
Q1 2024
Added 2.89%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
7,070
shares
|
$2.26 Million
0.14% of portfolio
|
Q3 2024
Added 84.31%
|
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
6,982
shares
|
$2.23 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Belvedere Trading LLC
|
Aug 09, 2024 Q2 2024 |
6,968
shares
|
$2.22 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,958
shares
|
$2.22 Million
0.04% of portfolio
|
Q2 2024
Added 85.2%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
6,957
shares
|
$2.22 Million
0.48% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 24, 2024 Q3 2024 |
6,942
shares
|
$2.21 Million
0.64% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Jul 29, 2024 Q2 2024 |
6,904
shares
|
$2.2 Million
0.77% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
6,894
shares
|
$2.2 Million
0.63% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
6,890
shares
|
$2.2 Million
0.27% of portfolio
|
Q2 2024
Reduced 6.77%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
6,850
shares
|
$2.19 Million
0.09% of portfolio
|
Q2 2024
Added 13.41%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
6,836
shares
|
$2.18 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
6,706
shares
|
$2.14 Million
0.79% of portfolio
|
Q3 2024
Added 14.09%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
6,697
shares
|
$2.14 Million
0.23% of portfolio
|
Q2 2024
Added 4.53%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
6,694
shares
|
$2.14 Million
0.82% of portfolio
|
Q3 2024
Added 18.56%
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
6,643
shares
|
$2.12 Million
0.15% of portfolio
|
Q2 2024
Reduced 37.81%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 17, 2024 Q2 2024 |
6,639
shares
|
$2.12 Million
0.39% of portfolio
|
Q2 2024
Added 573.33%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
6,615
shares
|
$2.11 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 06, 2024 Q2 2024 |
6,571
shares
|
$2.1 Million
0.27% of portfolio
|
Q3 2022
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 07, 2024 Q2 2024 |
6,571
shares
|
$2.1 Million
0.14% of portfolio
|
Q1 2024
Added 2.18%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
6,566
shares
|
$2.09 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Xponance, Inc.
|
Aug 14, 2024 Q2 2024 |
6,561
shares
|
$2.09 Million
0.02% of portfolio
|
Q2 2024
Reduced 38.14%
|
|
|
Maryland State Retirement & Pension System
|
Jul 30, 2024 Q2 2024 |
6,555
shares
|
$2.09 Million
0.04% of portfolio
|
Q2 2024
Reduced 70.25%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2024 Q2 2024 |
6,458
shares
|
$2.06 Million
0.05% of portfolio
|
Q2 2024
New holding
|