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 1,392 institutions that hold shares in the stock, with a total of 92.8 Million shares, which have been reported (via 13F filing form) to have a value of $30.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
1,900
shares
|
$635,227
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
1,900
shares
|
$635,227
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
|
$635,227
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Oct 28, 2024 Q3 2024 |
1,881
shares
|
$628,874
0.46% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
1,879
shares
|
$628,206
0.26% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
1,869
shares
|
$624,862
0.11% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,859
shares
|
$621,519
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
1,856
shares
|
$620,516
0.03% of portfolio
|
Q4 2023
Added 14.43%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,856
shares
|
$620,516
0.07% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
1,855
shares
|
$620,182
0.32% of portfolio
|
Q2 2022
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
1,853
shares
|
$619,513
0.06% of portfolio
|
Q2 2024
Added 14.24%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
1,845
shares
|
$616,838
0.02% of portfolio
|
Q1 2022
Reduced 1.86%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
1,843
shares
|
$616,170
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jan 16, 2025 Q4 2024 |
1,837
shares
|
$614,164
0.38% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
1,833
shares
|
$612,826
0.3% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,829
shares
|
$611,489
0.13% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
1,823
shares
|
$609,483
0.04% of portfolio
|
Q4 2022
Added 35.54%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 06, 2025 Q4 2024 |
1,821
shares
|
$608,814
0.19% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
1,817
shares
|
$607,477
0.44% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
1,811
shares
|
$605,471
0.07% of portfolio
|
Q3 2024
Reduced 17.31%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
1,780
shares
|
$595,107
0.03% of portfolio
|
Q1 2024
Added 7.75%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
1,780
shares
|
$595,107
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
1,778
shares
|
$594,438
0.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
1,772
shares
|
$592,432
0.32% of portfolio
|
Q4 2021
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
1,771
shares
|
$592,098
0.01% of portfolio
|
Q3 2024
Added 11.03%
|