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 |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
3,226
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.66%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
3,226
shares
|
$1.03 Million
0.45% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
3,222
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2024
Reduced 12.25%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 26, 2024 Q2 2024 |
3,206
shares
|
$1.02 Million
0.15% of portfolio
|
Q2 2023
Reduced 0.25%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
3,203
shares
|
$1.02 Million
0.16% of portfolio
|
Q3 2024
Reduced 13.17%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
3,194
shares
|
$1.02 Million
0.14% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
3,189
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2024
Reduced 73.62%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 05, 2024 Q2 2024 |
3,185
shares
|
$1.02 Million
0.38% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Spinnaker Trust
|
Jul 31, 2024 Q2 2024 |
3,165
shares
|
$1.01 Million
0.06% of portfolio
|
Q4 2023
Reduced 1.22%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 03, 2024 Q3 2024 |
3,157
shares
|
$1.01 Million
0.34% of portfolio
|
Q4 2021
New holding
|
|
|
Sns Financial Group, LLC
|
Jul 25, 2024 Q2 2024 |
3,151
shares
|
$1.01 Million
0.1% of portfolio
|
Q3 2023
Added 49.69%
|
|
|
Waters Parkerson & Co., LLC
|
Aug 12, 2024 Q2 2024 |
3,150
shares
|
$1 Million
0.05% of portfolio
|
Q4 2019
Reduced 4.55%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,143
shares
|
$1 Million
0.18% of portfolio
|
Q1 2023
Reduced 2.3%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
3,133
shares
|
$999,427
0.32% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2024 Q2 2024 |
3,122
shares
|
$995,918
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Architects, LLC
|
Aug 08, 2024 Q2 2024 |
3,121
shares
|
$995,599
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
3,114
shares
|
$993,366
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
3,100
shares
|
$988,900
0.56% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
3,089
shares
|
$985,391
0.08% of portfolio
|
Q3 2024
Added 57.76%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
3,083
shares
|
$983,477
0.37% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Facet Wealth, Inc.
|
Jul 31, 2024 Q2 2024 |
3,047
shares
|
$971,993
0.03% of portfolio
|
Q2 2024
Reduced 11.71%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
3,045
shares
|
$971,355
0.34% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Cortland Associates Inc
|
Oct 29, 2024 Q3 2024 |
3,038
shares
|
$969,122
0.13% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
3,034
shares
|
$967,846
0.01% of portfolio
|
Q2 2024
Added 34.96%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
3,030
shares
|
$966,570
0.06% of portfolio
|
Q3 2024
Added 1.88%
|