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 |
|---|---|---|---|---|---|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
2,755
shares
|
$878,845
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
2,705
shares
|
$862,895
0.01% of portfolio
|
Q1 2021
Reduced 16.31%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
2,686
shares
|
$856,834
0.04% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,674
shares
|
$853,006
0.28% of portfolio
|
Q1 2023
Reduced 3.54%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,661
shares
|
$848,859
0.06% of portfolio
|
Q3 2024
Reduced 12.29%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
2,657
shares
|
$847,583
0.1% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 01, 2024 Q2 2024 |
2,652
shares
|
$845,988
0.13% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,644
shares
|
$843,436
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2024 Q3 2024 |
2,622
shares
|
$836,418
0.05% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
2,617
shares
|
$834,823
0.48% of portfolio
|
Q1 2024
Added 45.79%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
2,608
shares
|
$831,952
0.08% of portfolio
|
Q2 2024
Added 106.49%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
2,586
shares
|
$824,934
0.3% of portfolio
|
Q1 2019
Reduced 46.02%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
2,553
shares
|
$814,407
0.01% of portfolio
|
Q4 2022
Added 19.52%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
2,552
shares
|
$814,088
0.04% of portfolio
|
Q2 2024
Reduced 9.12%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 13, 2024 Q2 2024 |
2,549
shares
|
$813,131
0.31% of portfolio
|
Q1 2023
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Jul 23, 2024 Q2 2024 |
2,531
shares
|
$807,389
0.06% of portfolio
|
Q3 2023
Reduced 7.32%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
2,530
shares
|
$807,070
0.05% of portfolio
|
Q3 2024
Reduced 15.95%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,516
shares
|
$802,604
0.05% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,500
shares
|
$797,500
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
2,487
shares
|
$793,353
0.01% of portfolio
|
Q3 2024
Added 43.84%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
2,482
shares
|
$791,758
0.19% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
2,482
shares
|
$791,758
0.02% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
2,482
shares
|
$791,758
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,481
shares
|
$791,439
0.41% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
2,470
shares
|
$787,930
0.04% of portfolio
|
Q2 2024
Reduced 69.42%
|