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 |
|---|---|---|---|---|---|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
3,528
shares
|
$1.13 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
3,524
shares
|
$1.12 Million
1.1% of portfolio
|
Q3 2024
Reduced 19.98%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,472
shares
|
$1.11 Million
0.14% of portfolio
|
Q1 2023
Reduced 8.46%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
3,461
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
3,460
shares
|
$1.1 Million
0.62% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 12, 2024 Q2 2024 |
3,440
shares
|
$1.1 Million
0.54% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Crestwood Advisors Group LLC
|
Aug 01, 2024 Q2 2024 |
3,434
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 26, 2024 Q2 2024 |
3,432
shares
|
$1.09 Million
0.43% of portfolio
|
Q2 2024
Added 57.36%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,421
shares
|
$1.09 Million
0.46% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Ti Trust, Inc
|
Jul 26, 2024 Q2 2024 |
3,419
shares
|
$1.09 Million
0.78% of portfolio
|
Q3 2023
Added 0.89%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
3,400
shares
|
$1.08 Million
0.1% of portfolio
|
Q1 2022
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,379
shares
|
$1.08 Million
0.18% of portfolio
|
Q2 2022
Added 0.15%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,379
shares
|
$1.08 Million
0.13% of portfolio
|
Q2 2024
Reduced 77.89%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 30, 2024 Q2 2024 |
3,373
shares
|
$1.08 Million
0.1% of portfolio
|
Q2 2022
Added 23.51%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
3,313
shares
|
$1.06 Million
0.19% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,309
shares
|
$1.06 Million
0.3% of portfolio
|
Q3 2022
Reduced 1.11%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
3,306
shares
|
$1.05 Million
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
3,288
shares
|
$1.05 Million
0.22% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 14, 2024 Q2 2024 |
3,279
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
3,272
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
Reduced 13.37%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
3,267
shares
|
$1.04 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Aug 12, 2024 Q2 2024 |
3,266
shares
|
$1.04 Million
0.72% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
3,256
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 02, 2024 Q2 2024 |
3,253
shares
|
$1.04 Million
0.1% of portfolio
|
Q1 2024
Reduced 6.44%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
3,233
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.62%
|