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 1,359 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 |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
1,534
shares
|
$487,014
0.05% of portfolio
|
Q3 2023
Reduced 7.48%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
1,526
shares
|
$484,474
0.03% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
1,525
shares
|
$484,157
0.01% of portfolio
|
Q1 2024
Reduced 2.56%
|
|
|
Madden Advisory Services, Inc.
|
Aug 07, 2024 Q2 2024 |
1,523
shares
|
$483,522
0.23% of portfolio
|
Q4 2023
Added 17.7%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
1,521
shares
|
$482,887
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Aug 12, 2024 Q2 2024 |
1,518
shares
|
$481,934
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
1,514
shares
|
$480,664
0.03% of portfolio
|
Q2 2024
Reduced 51.4%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
1,496
shares
|
$474,950
0.01% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
1,494
shares
|
$474,315
0.09% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Jul 25, 2024 Q2 2024 |
1,490
shares
|
$473,045
0.05% of portfolio
|
Q2 2024
Reduced 1.97%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
1,473
shares
|
$467,648
0.01% of portfolio
|
Q2 2024
Reduced 8.68%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
1,469
shares
|
$466,378
0.24% of portfolio
|
Q2 2023
Added 9.06%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
1,464
shares
|
$464,790
0.01% of portfolio
|
Q2 2024
Added 28.31%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
1,450
shares
|
$460,346
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Berkeley Capital Partners, LLC
|
Aug 14, 2024 Q2 2024 |
1,450
shares
|
$460,346
0.13% of portfolio
|
Q2 2024
Reduced 19.44%
|
|
|
Ami Asset Management Corp
|
Oct 25, 2024 Q3 2024 |
1,449
shares
|
$460,028
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Aug 13, 2024 Q2 2024 |
1,439
shares
|
$456,853
0.07% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
1,435
shares
|
$455,583
0.04% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
1,430
shares
|
$453,996
0.27% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
1,424
shares
|
$452,091
0.05% of portfolio
|
Q2 2024
Added 18.67%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
1,424
shares
|
$452,091
0.04% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 12, 2024 Q2 2024 |
1,419
shares
|
$450,504
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
1,418
shares
|
$450,186
0.16% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,418
shares
|
$450,186
0.03% of portfolio
|
Q4 2023
Reduced 5.4%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
1,412
shares
|
$448,281
0.19% of portfolio
|
Q2 2024
Added 2.17%
|