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 |
|---|---|---|---|---|---|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,055
shares
|
$995,105
0.55% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
3,045
shares
|
$991,847
0.34% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
3,040
shares
|
$990,219
0.2% of portfolio
|
Q3 2024
Reduced 15.49%
|
|
|
Cortland Associates Inc
|
Oct 29, 2024 Q3 2024 |
3,038
shares
|
$989,567
0.13% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
3,030
shares
|
$986,961
0.06% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Hemenway Trust CO LLC
|
Nov 05, 2024 Q3 2024 |
3,010
shares
|
$980,447
0.08% of portfolio
|
Q4 2023
Reduced 67.18%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
2,987
shares
|
$972,955
0.0% of portfolio
|
Q3 2024
Added 272.91%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,969
shares
|
$967,092
0.03% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
2,960
shares
|
$964,160
0.19% of portfolio
|
Q3 2024
Added 23.8%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
2,957
shares
|
$963,183
0.38% of portfolio
|
Q3 2024
Reduced 37.55%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
2,954
shares
|
$962,206
0.1% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
2,954
shares
|
$962,206
0.02% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
2,945
shares
|
$959,274
0.05% of portfolio
|
Q3 2023
Reduced 21.82%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
2,939
shares
|
$957,320
0.01% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
2,921
shares
|
$951,457
0.19% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
2,907
shares
|
$946,897
0.04% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,900
shares
|
$944,617
0.05% of portfolio
|
Q3 2024
Added 20.83%
|
|
|
Tandem Capital Management Corp
|
Oct 25, 2024 Q3 2024 |
2,895
shares
|
$942,988
0.53% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
2,894
shares
|
$942,662
0.11% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
2,867
shares
|
$933,867
0.36% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
2,855
shares
|
$929,959
0.06% of portfolio
|
Q2 2023
Reduced 4.99%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
2,840
shares
|
$925,073
0.22% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
2,836
shares
|
$923,770
0.04% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
2,824
shares
|
$919,861
0.05% of portfolio
|
Q2 2020
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
2,808
shares
|
$914,649
0.01% of portfolio
|
Q3 2024
Reduced 24.54%
|