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 1,518 institutions that hold shares in the stock, with a total of 98.1 Million shares, which have been reported (via 13F filing form) to have a value of $33.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
214,659
shares
|
$74.2 Million
0.28% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
213,683
shares
|
$73.9 Million
3.24% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
212,153
shares
|
$73.3 Million
0.07% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
211,745
shares
|
$73.2 Million
4.73% of portfolio
|
Q1 2025
Added 12.45%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
206,774
shares
|
$71.5 Million
4.5% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
206,396
shares
|
$71.3 Million
31.06% of portfolio
|
Q2 2022
Reduced 0.79%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
203,354
shares
|
$70.3 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
203,092
shares
|
$70.2 Million
19.16% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
199,015
shares
|
$68.8 Million
2.4% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
194,427
shares
|
$67.2 Million
2.38% of portfolio
|
Q3 2023
Reduced 2.1%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
185,512
shares
|
$64.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 24.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
185,277
shares
|
$64 Million
0.04% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
180,704
shares
|
$62.5 Million
0.31% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
180,221
shares
|
$62.3 Million
9.55% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
178,427
shares
|
$61.7 Million
1.84% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
176,343
shares
|
$61 Million
4.73% of portfolio
|
Q1 2025
Added 21.59%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
173,878
shares
|
$60.1 Million
0.32% of portfolio
|
Q1 2025
Added 81.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
173,356
shares
|
$59.9 Million
0.18% of portfolio
|
Q1 2025
Added 13.06%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
172,157
shares
|
$59.5 Million
9.44% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
170,275
shares
|
$58.9 Million
3.73% of portfolio
|
Q4 2023
Reduced 2.7%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
168,777
shares
|
$58.3 Million
0.17% of portfolio
|
Q1 2025
Added 11.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
165,941
shares
|
$57.4 Million
1.2% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
154,363
shares
|
$53.4 Million
0.72% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
153,237
shares
|
$53 Million
0.07% of portfolio
|
Q1 2025
Reduced 47.24%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
152,745
shares
|
$52.8 Million
30.15% of portfolio
|
Q4 2024
Reduced 3.25%
|