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 |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,516
shares
|
$819,536
0.05% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,502
shares
|
$814,976
0.0% of portfolio
|
Q3 2024
Added 14.51%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
2,487
shares
|
$810,090
0.01% of portfolio
|
Q3 2024
Added 43.84%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
2,482
shares
|
$808,461
0.19% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
2,482
shares
|
$808,461
0.02% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
2,482
shares
|
$808,461
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,481
shares
|
$808,136
0.41% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
2,479
shares
|
$807,484
0.01% of portfolio
|
Q3 2024
Reduced 22.26%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
2,454
shares
|
$799,341
0.14% of portfolio
|
Q3 2024
Added 36.79%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,451
shares
|
$798,364
0.01% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
2,445
shares
|
$796,409
0.01% of portfolio
|
Q3 2024
Added 106.85%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
2,440
shares
|
$794,781
0.15% of portfolio
|
Q2 2024
Reduced 1.97%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
2,439
shares
|
$794,455
0.55% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
2,432
shares
|
$792,175
0.06% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
2,402
shares
|
$782,403
0.01% of portfolio
|
Q1 2024
Reduced 6.54%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,381
shares
|
$775,563
0.05% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Penney Financial, LLC
Houston, TX |
Dec 31, 2024 Q3 2024 |
2,380
shares
|
$775,237
0.51% of portfolio
|
Q4 2023
New holding
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
2,377
shares
|
$774,260
0.25% of portfolio
|
Q3 2024
Reduced 75.01%
|
|
|
Notis Mc Conarty Edward
|
Nov 12, 2024 Q3 2024 |
2,370
shares
|
$771,980
0.34% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
2,343
shares
|
$763,185
0.05% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
2,342
shares
|
$762,859
0.33% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
2,342
shares
|
$762,859
0.34% of portfolio
|
Q2 2023
Reduced 0.21%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
2,338
shares
|
$761,556
0.03% of portfolio
|
Q4 2023
Added 7.54%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,333
shares
|
$759,928
0.1% of portfolio
|
Q1 2023
Reduced 16.53%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
2,326
shares
|
$757,647
0.31% of portfolio
|
Q3 2024
New holding
|