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 1,293 institutions that hold shares in the stock, with a total of 95.6 Million shares, which have been reported (via 13F filing form) to have a value of $27.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mps Loria Financial Planners, LLC
|
Apr 17, 2024 Q1 2024 |
386,122
shares
|
$112 Million
37.51% of portfolio
|
Q1 2024
Added 5.94%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
381,781
shares
|
$110 Million
0.03% of portfolio
|
Q1 2024
Reduced 47.21%
|
|
Hsbc Holdings PLC
London, X0 |
May 15, 2024 Q1 2024 |
374,525
shares
|
$108 Million
0.07% of portfolio
|
Q1 2024
Added 0.17%
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
362,414
shares
|
$105 Million
21.13% of portfolio
|
Q2 2022
Reduced 1.47%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
360,850
shares
|
$104 Million
2.47% of portfolio
|
Q1 2024
Added 6.72%
|
|
Arbor Investment Advisors, LLC
|
Apr 23, 2024 Q1 2024 |
356,500
shares
|
$103 Million
15.06% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
Schroder Investment Management Group
London, X0 |
May 14, 2024 Q1 2024 |
345,208
shares
|
$99.7 Million
0.12% of portfolio
|
Q1 2024
Reduced 19.61%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
302,066
shares
|
$87.3 Million
0.24% of portfolio
|
Q1 2024
Reduced 2.23%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
287,041
shares
|
$82.9 Million
1.58% of portfolio
|
Q3 2022
Added 49.67%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
286,061
shares
|
$82.6 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.5%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
272,822
shares
|
$78.8 Million
0.19% of portfolio
|
Q1 2024
Added 204.07%
|
|
Amg National Trust Bank
|
May 06, 2024 Q1 2024 |
258,718
shares
|
$74.7 Million
2.17% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
Winthrop Advisory Group LLC
|
Apr 17, 2024 Q1 2024 |
254,787
shares
|
$73.6 Million
10.57% of portfolio
|
Q1 2024
Added 391.99%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
242,188
shares
|
$70 Million
0.15% of portfolio
|
Q1 2024
Reduced 2.22%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Apr 30, 2024 Q1 2024 |
235,149
shares
|
$67.9 Million
5.05% of portfolio
|
Q1 2024
Reduced 2.94%
|
|
Ballentine Partners, LLC
Waltham, MA |
Apr 11, 2024 Q1 2024 |
233,387
shares
|
$67.4 Million
1.28% of portfolio
|
Q1 2024
Added 0.5%
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
225,936
shares
|
$65.3 Million
5.18% of portfolio
|
Q1 2024
Reduced 2.56%
|
|
Parkside Advisors LLC
|
Apr 10, 2024 Q1 2024 |
225,853
shares
|
$65.2 Million
16.74% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 26, 2024 Q1 2024 |
223,589
shares
|
$64.6 Million
4.39% of portfolio
|
Q1 2024
Added 1.31%
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2024 Q1 2024 |
215,800
shares
|
$62.3 Million
0.15% of portfolio
|
Q1 2024
Reduced 2.04%
|
|
Lake Street Advisors Group, LLC
|
May 13, 2024 Q1 2024 |
213,629
shares
|
$61.7 Million
2.91% of portfolio
|
Q4 2023
Added 0.13%
|
|
Washington Trust CO
|
Apr 23, 2024 Q1 2024 |
207,764
shares
|
$60 Million
2.22% of portfolio
|
Q1 2024
Reduced 3.59%
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
206,396
shares
|
$59.6 Million
31.06% of portfolio
|
Q2 2022
Reduced 0.79%
|
|
Fountainhead Am, LLC
Warren, NJ |
Apr 30, 2024 Q1 2024 |
205,540
shares
|
$59.4 Million
14.62% of portfolio
|
Q1 2024
Added 0.89%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
202,124
shares
|
$58.4 Million
0.23% of portfolio
|
Q1 2024
Reduced 16.17%
|