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 1,571 institutions that hold shares in the stock, with a total of 97.4 Million shares, which have been reported (via 13F filing form) to have a value of $35.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
385,000
shares
|
$139 Million
0.27% of portfolio
|
Q2 2025
Reduced 59.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
375,997
shares
|
$136 Million
0.16% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
374,850
shares
|
$136 Million
0.22% of portfolio
|
Q1 2025
Reduced 24.05%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
362,414
shares
|
$131 Million
21.13% of portfolio
|
Q2 2022
Reduced 1.47%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
360,044
shares
|
$130 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
346,676
shares
|
$125 Million
15.14% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Mps Loria Financial Planners, LLC
|
Jul 29, 2025 Q2 2025 |
332,397
shares
|
$120 Million
33.74% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
331,452
shares
|
$120 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
303,806
shares
|
$110 Million
5.99% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
287,041
shares
|
$104 Million
1.58% of portfolio
|
Q3 2022
Added 49.67%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
282,613
shares
|
$102 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
268,706
shares
|
$97.1 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Johns Hopkins University
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
264,479
shares
|
$95.6 Million
4.75% of portfolio
|
Q2 2025
Reduced 58.35%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
257,112
shares
|
$92.9 Million
8.45% of portfolio
|
Q2 2025
Added 11.71%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
247,705
shares
|
$89.5 Million
2.21% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
236,244
shares
|
$85.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
221,192
shares
|
$80 Million
16.56% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
215,766
shares
|
$78 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
215,316
shares
|
$77.8 Million
1.11% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
213,683
shares
|
$77.2 Million
3.24% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
213,047
shares
|
$77 Million
1.21% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
208,336
shares
|
$75.3 Million
4.74% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
206,774
shares
|
$74.7 Million
4.5% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
206,396
shares
|
$74.6 Million
31.06% of portfolio
|
Q2 2022
Reduced 0.79%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
203,092
shares
|
$73.4 Million
19.16% of portfolio
|
Q4 2024
Added 2.95%
|