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 |
|---|---|---|---|---|---|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
1,973
shares
|
$629,387
0.14% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
1,930
shares
|
$615,670
0.04% of portfolio
|
Q2 2024
Reduced 16.16%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2024 Q2 2024 |
1,925
shares
|
$614,075
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
1,912
shares
|
$609,928
0.44% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
1,900
shares
|
$606,100
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
1,900
shares
|
$606,100
0.28% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
1,900
shares
|
$606,100
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 01, 2024 Q2 2024 |
1,896
shares
|
$604,824
0.05% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Journey Advisory Group, LLC
|
Aug 02, 2024 Q2 2024 |
1,895
shares
|
$604,505
0.07% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Oct 28, 2024 Q3 2024 |
1,881
shares
|
$600,039
0.46% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
1,869
shares
|
$596,211
0.11% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,859
shares
|
$593,021
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
1,856
shares
|
$592,064
0.04% of portfolio
|
Q4 2023
Added 14.43%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
1,855
shares
|
$591,745
0.32% of portfolio
|
Q2 2022
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Aug 14, 2024 Q2 2024 |
1,853
shares
|
$591,107
0.06% of portfolio
|
Q2 2024
Added 14.24%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
1,845
shares
|
$588,555
0.02% of portfolio
|
Q1 2022
Reduced 1.86%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
1,843
shares
|
$587,917
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 12, 2024 Q2 2024 |
1,838
shares
|
$586,322
0.06% of portfolio
|
Q2 2024
Reduced 6.7%
|
|
|
Astoria Strategic Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
1,836
shares
|
$585,684
0.17% of portfolio
|
Q3 2024
Reduced 21.13%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 24, 2024 Q3 2024 |
1,832
shares
|
$584,408
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
1,829
shares
|
$583,451
0.31% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Delta Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
1,829
shares
|
$583,451
0.14% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
1,823
shares
|
$581,537
0.04% of portfolio
|
Q4 2022
Added 35.54%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
1,811
shares
|
$577,709
0.05% of portfolio
|
Q3 2024
Added 16.99%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
1,784
shares
|
$569,096
0.16% of portfolio
|
Q2 2024
Reduced 44.44%
|