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 |
|---|---|---|---|---|---|
|
Moser Wealth Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
1,783
shares
|
$568,777
0.29% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
1,780
shares
|
$567,820
0.03% of portfolio
|
Q1 2024
Added 7.75%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 08, 2024 Q2 2024 |
1,780
shares
|
$567,820
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 14, 2024 Q2 2024 |
1,777
shares
|
$566,863
0.05% of portfolio
|
Q2 2024
Added 82.82%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
1,772
shares
|
$565,268
0.32% of portfolio
|
Q4 2021
New holding
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,766
shares
|
$563,354
0.08% of portfolio
|
Q1 2024
Reduced 23.18%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,760
shares
|
$561,440
0.02% of portfolio
|
Q1 2024
Added 29.7%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jul 24, 2024 Q2 2024 |
1,758
shares
|
$560,802
0.18% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Aaf Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
1,746
shares
|
$556,974
0.27% of portfolio
|
Q2 2024
Added 19.26%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
1,746
shares
|
$556,974
0.3% of portfolio
|
Q3 2024
Reduced 16.14%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Aug 07, 2024 Q2 2024 |
1,733
shares
|
$552,827
0.05% of portfolio
|
Q2 2023
Added 3.59%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,722
shares
|
$549,318
0.03% of portfolio
|
Q3 2022
Added 7.16%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
1,715
shares
|
$547,085
0.02% of portfolio
|
Q2 2024
Added 13.28%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,714
shares
|
$546,766
0.12% of portfolio
|
Q1 2024
Added 44.89%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
1,703
shares
|
$543,257
0.05% of portfolio
|
Q2 2024
Added 2.1%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
1,700
shares
|
$542,300
0.15% of portfolio
|
Q4 2022
Added 10.47%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 24, 2024 Q2 2024 |
1,691
shares
|
$539,429
0.19% of portfolio
|
Q1 2024
Added 95.27%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
1,690
shares
|
$539,110
0.1% of portfolio
|
Q3 2019
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Aug 12, 2024 Q2 2024 |
1,688
shares
|
$538,472
0.1% of portfolio
|
Q1 2024
Added 2.86%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2024 Q3 2024 |
1,684
shares
|
$537,196
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Kilter Howling LLC
Boulder, CO |
Aug 14, 2024 Q2 2024 |
1,682
shares
|
$536,558
0.34% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
1,682
shares
|
$536,558
0.03% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
1,671
shares
|
$533,049
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Palisade Asset Management, LLC
|
Aug 01, 2024 Q2 2024 |
1,660
shares
|
$529,540
0.05% of portfolio
|
Q4 2023
Reduced 1.54%
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
1,659
shares
|
$529,221
0.22% of portfolio
|
Q1 2024
Reduced 36.8%
|