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 1,375 institutions that hold shares in the stock, with a total of 93.3 Million shares, which have been reported (via 13F filing form) to have a value of $30.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
3,306
shares
|
$1.08 Million
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,290
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
3,288
shares
|
$1.07 Million
0.22% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
3,272
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
Reduced 13.37%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
3,267
shares
|
$1.06 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,258
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
3,253
shares
|
$1.06 Million
0.1% of portfolio
|
Q1 2024
Reduced 6.44%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
3,233
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
3,226
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.66%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
3,226
shares
|
$1.05 Million
0.45% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
3,206
shares
|
$1.04 Million
0.11% of portfolio
|
Q2 2023
Reduced 0.25%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
3,203
shares
|
$1.04 Million
0.16% of portfolio
|
Q3 2024
Reduced 13.17%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
3,200
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
3,196
shares
|
$1.04 Million
0.38% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
3,194
shares
|
$1.04 Million
0.14% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
3,165
shares
|
$1.03 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
|
$1.03 Million
0.34% of portfolio
|
Q4 2021
New holding
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
3,151
shares
|
$1.03 Million
0.1% of portfolio
|
Q3 2023
Added 49.69%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
3,150
shares
|
$1.03 Million
0.05% of portfolio
|
Q4 2019
Reduced 4.55%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
3,144
shares
|
$1.02 Million
0.32% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,143
shares
|
$1.02 Million
0.18% of portfolio
|
Q1 2023
Reduced 2.3%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
3,121
shares
|
$1.02 Million
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
3,089
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2024
Added 57.76%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
3,083
shares
|
$1 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
3,063
shares
|
$997,710
0.03% of portfolio
|
Q3 2024
Added 0.53%
|