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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
3,750
shares
|
$1.2 Million
0.03% of portfolio
|
Q2 2024
Reduced 5.28%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jul 22, 2024 Q2 2024 |
3,738
shares
|
$1.19 Million
0.13% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Grandfield & Dodd, LLC
|
Aug 09, 2024 Q2 2024 |
3,723
shares
|
$1.19 Million
0.07% of portfolio
|
Q4 2022
Reduced 18.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
3,723
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.68%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 12, 2024 Q2 2024 |
3,721
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2024
Reduced 39.23%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
3,708
shares
|
$1.18 Million
0.04% of portfolio
|
Q2 2024
Reduced 20.12%
|
|
|
Pinnacle Financial Partners Inc
|
Aug 06, 2024 Q2 2024 |
3,702
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2024
Added 1.09%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
3,684
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2024
Added 9.9%
|
|
|
Source Financial Advisors LLC
New York, NY |
Jul 17, 2024 Q2 2024 |
3,684
shares
|
$1.18 Million
0.34% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2024 Q3 2024 |
3,684
shares
|
$1.18 Million
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
3,653
shares
|
$1.17 Million
0.09% of portfolio
|
Q3 2024
Added 24.63%
|
|
|
Advisor Resource Council
|
Jul 15, 2024 Q2 2024 |
3,639
shares
|
$1.16 Million
0.6% of portfolio
|
Q2 2024
Reduced 8.29%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
3,626
shares
|
$1.16 Million
0.12% of portfolio
|
Q1 2024
Added 2.52%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
3,621
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2024
Added 23.08%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 14, 2024 Q2 2024 |
3,597
shares
|
$1.15 Million
0.23% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
3,595
shares
|
$1.15 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
3,580
shares
|
$1.14 Million
0.06% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
3,572
shares
|
$1.14 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Jul 30, 2024 Q2 2024 |
3,568
shares
|
$1.14 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
3,568
shares
|
$1.14 Million
0.34% of portfolio
|
Q1 2024
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jul 17, 2024 Q2 2024 |
3,564
shares
|
$1.14 Million
0.75% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
3,557
shares
|
$1.13 Million
0.16% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
3,554
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
3,533
shares
|
$1.13 Million
0.08% of portfolio
|
Q1 2024
Added 5.91%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
3,530
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2024
Added 4.13%
|