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 1,389 institutions that hold shares in the stock, with a total of 92.9 Million shares, which have been reported (via 13F filing form) to have a value of $30.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
2,840
shares
|
$935,467
0.22% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
2,836
shares
|
$934,150
0.04% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
2,824
shares
|
$930,197
0.05% of portfolio
|
Q2 2020
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
2,808
shares
|
$924,927
0.01% of portfolio
|
Q3 2024
Reduced 24.54%
|
|
|
Enzi Wealth
Austin, TX |
Oct 15, 2024 Q3 2024 |
2,790
shares
|
$918,998
0.36% of portfolio
|
Q2 2024
Reduced 7.19%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
2,788
shares
|
$918,339
0.0% of portfolio
|
Q3 2024
Reduced 95.1%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
2,772
shares
|
$913,069
0.34% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
2,768
shares
|
$911,751
0.14% of portfolio
|
Q1 2024
Reduced 1.0%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
2,763
shares
|
$910,104
0.23% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,761
shares
|
$909,445
0.06% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
2,755
shares
|
$907,469
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
2,752
shares
|
$906,481
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,749
shares
|
$905,493
0.03% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
2,705
shares
|
$890,999
0.01% of portfolio
|
Q1 2021
Reduced 16.31%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
2,692
shares
|
$886,717
0.03% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
2,675
shares
|
$881,118
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,674
shares
|
$880,788
0.28% of portfolio
|
Q1 2023
Reduced 3.54%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
2,661
shares
|
$876,506
0.13% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
2,657
shares
|
$875,189
0.1% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
2,644
shares
|
$870,907
0.01% of portfolio
|
Q3 2024
Added 37.35%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,644
shares
|
$870,907
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2024 Q3 2024 |
2,622
shares
|
$863,660
0.05% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
2,616
shares
|
$861,684
0.04% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,608
shares
|
$859,049
0.08% of portfolio
|
Q2 2024
Added 106.49%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
2,586
shares
|
$851,802
0.3% of portfolio
|
Q1 2019
Reduced 46.02%
|