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 |
|---|---|---|---|---|---|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
5,631
shares
|
$1.8 Million
0.78% of portfolio
|
Q2 2022
Added 17.66%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
5,628
shares
|
$1.8 Million
1.06% of portfolio
|
Q4 2022
New holding
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 19, 2024 Q2 2024 |
5,617
shares
|
$1.79 Million
0.63% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Carrera Capital Advisors
Troy, MI |
Aug 27, 2024 Q2 2024 |
5,590
shares
|
$1.78 Million
0.54% of portfolio
|
Q2 2024
New holding
|
|
|
Simmons Bank
|
Jul 26, 2024 Q2 2024 |
5,588
shares
|
$1.78 Million
0.13% of portfolio
|
Q2 2024
Reduced 15.33%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
5,585
shares
|
$1.78 Million
0.08% of portfolio
|
Q2 2024
Added 228.72%
|
|
|
First Business Financial Services, Inc.
|
Aug 02, 2024 Q2 2024 |
5,578
shares
|
$1.78 Million
0.18% of portfolio
|
Q3 2022
Reduced 1.41%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Aug 07, 2024 Q2 2024 |
5,564
shares
|
$1.77 Million
0.25% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
5,494
shares
|
$1.75 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
5,487
shares
|
$1.75 Million
0.08% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Aug 07, 2024 Q2 2024 |
5,440
shares
|
$1.74 Million
0.16% of portfolio
|
Q4 2023
Added 0.11%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 13, 2024 Q2 2024 |
5,439
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
5,437
shares
|
$1.73 Million
0.12% of portfolio
|
Q2 2024
Added 8.63%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
5,394
shares
|
$1.72 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
5,320
shares
|
$1.7 Million
0.46% of portfolio
|
Q2 2024
Added 14.66%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
5,263
shares
|
$1.68 Million
0.37% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
5,240
shares
|
$1.67 Million
0.4% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2024 Q2 2024 |
5,204
shares
|
$1.66 Million
1.8% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
5,193
shares
|
$1.66 Million
0.06% of portfolio
|
Q4 2022
Reduced 66.91%
|
|
|
Fairhaven Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
5,182
shares
|
$1.65 Million
0.51% of portfolio
|
Q4 2023
Added 0.23%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
5,169
shares
|
$1.65 Million
0.03% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Parisi Gray Wealth Management
|
Oct 07, 2024 Q3 2024 |
5,160
shares
|
$1.65 Million
0.54% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,160
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2022
Reduced 11.43%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,127
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2022
Reduced 6.42%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2024 Q2 2024 |
5,127
shares
|
$1.64 Million
0.31% of portfolio
|
Q2 2024
New holding
|