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 |
|---|---|---|---|---|---|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
5,111
shares
|
$1.63 Million
0.24% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
5,065
shares
|
$1.62 Million
0.31% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Chandler Asset Management, Inc.
|
Aug 12, 2024 Q2 2024 |
5,000
shares
|
$1.6 Million
0.3% of portfolio
|
Q1 2021
Reduced 32.56%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 13, 2024 Q2 2024 |
4,997
shares
|
$1.59 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
4,994
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Vista Wealth Management Group, LLC
|
Jul 30, 2024 Q2 2024 |
4,991
shares
|
$1.59 Million
0.11% of portfolio
|
Q4 2023
Reduced 0.8%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
4,960
shares
|
$1.58 Million
0.33% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,956
shares
|
$1.58 Million
0.86% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Cypress Capital Group
|
Jul 25, 2024 Q2 2024 |
4,929
shares
|
$1.57 Million
0.18% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
4,913
shares
|
$1.57 Million
0.05% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
4,881
shares
|
$1.56 Million
0.35% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
4,849
shares
|
$1.55 Million
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 12, 2024 Q2 2024 |
4,810
shares
|
$1.53 Million
0.64% of portfolio
|
Q4 2023
Reduced 2.04%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
4,773
shares
|
$1.52 Million
0.04% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 02, 2024 Q2 2024 |
4,712
shares
|
$1.5 Million
0.73% of portfolio
|
Q2 2024
Added 30.09%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,698
shares
|
$1.5 Million
0.22% of portfolio
|
Q3 2021
Reduced 18.01%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,662
shares
|
$1.49 Million
0.06% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
4,659
shares
|
$1.49 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,657
shares
|
$1.49 Million
0.27% of portfolio
|
Q1 2023
Reduced 0.43%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,615
shares
|
$1.47 Million
0.1% of portfolio
|
Q3 2024
Reduced 50.27%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2024 Q2 2024 |
4,609
shares
|
$1.47 Million
0.5% of portfolio
|
Q2 2024
New holding
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
4,597
shares
|
$1.47 Million
0.69% of portfolio
|
Q1 2024
New holding
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Oct 01, 2024 Q3 2024 |
4,577
shares
|
$1.46 Million
0.85% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
4,560
shares
|
$1.45 Million
0.34% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Objective Capital Management, LLC
|
Jun 05, 2024 Q1 2024 |
4,541
shares
|
$1.45 Million
0.89% of portfolio
|
Q1 2024
Reduced 3.22%
|