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 |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
6,431
shares
|
$2.05 Million
0.46% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
6,394
shares
|
$2.04 Million
0.66% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
6,389
shares
|
$2.04 Million
0.08% of portfolio
|
Q3 2024
Added 25.23%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
6,376
shares
|
$2.03 Million
1.08% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2024 Q2 2024 |
6,325
shares
|
$2.02 Million
0.49% of portfolio
|
Q2 2023
Reduced 1.86%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 01, 2024 Q2 2024 |
6,287
shares
|
$2.01 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Capital City Trust CO
|
Aug 09, 2024 Q2 2024 |
6,263
shares
|
$2 Million
0.51% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 12, 2024 Q2 2024 |
6,145
shares
|
$1.96 Million
0.24% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Westshore Wealth, LLC
|
Feb 15, 2024 Q4 2023 |
6,129
shares
|
$1.96 Million
0.74% of portfolio
|
Q4 2023
Reduced 6.84%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
6,004
shares
|
$1.92 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2024 Q2 2024 |
5,980
shares
|
$1.91 Million
0.26% of portfolio
|
Q1 2024
Reduced 2.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
5,961
shares
|
$1.9 Million
0.05% of portfolio
|
Q3 2024
Reduced 30.82%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Aug 14, 2024 Q2 2024 |
5,929
shares
|
$1.89 Million
0.87% of portfolio
|
Q3 2023
Added 367.22%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
5,917
shares
|
$1.89 Million
0.13% of portfolio
|
Q3 2022
Reduced 1.5%
|
|
|
Coastline Trust CO
|
Jul 15, 2024 Q2 2024 |
5,862
shares
|
$1.87 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
5,858
shares
|
$1.87 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 09, 2024 Q2 2024 |
5,787
shares
|
$1.85 Million
0.56% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
5,778
shares
|
$1.84 Million
0.09% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
5,736
shares
|
$1.83 Million
0.08% of portfolio
|
Q1 2024
Reduced 6.26%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
5,722
shares
|
$1.83 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Ade, LLC
|
Oct 25, 2024 Q3 2024 |
5,713
shares
|
$1.82 Million
1.12% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 11, 2024 Q3 2024 |
5,696
shares
|
$1.82 Million
1.19% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Cornerstone Advisory, LLC
|
Aug 14, 2024 Q2 2024 |
5,680
shares
|
$1.81 Million
0.25% of portfolio
|
Q2 2024
Added 1.23%
|
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
5,671
shares
|
$1.81 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
|
Graypoint LLC
|
Jul 31, 2024 Q2 2024 |
5,637
shares
|
$1.8 Million
0.12% of portfolio
|
Q2 2024
Reduced 4.36%
|