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 1,616 institutions that hold shares in the stock, with a total of 97.2 Million shares, which have been reported (via 13F filing form) to have a value of $35.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
203,092
shares
|
$74.7 Million
19.16% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
202,607
shares
|
$74.5 Million
4.37% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
202,430
shares
|
$74.5 Million
4.68% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
198,378
shares
|
$73 Million
0.07% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
197,007
shares
|
$72.5 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
194,872
shares
|
$71.7 Million
2.4% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
194,427
shares
|
$71.5 Million
2.38% of portfolio
|
Q3 2023
Reduced 2.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
185,277
shares
|
$68.2 Million
0.04% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
178,199
shares
|
$65.6 Million
0.1% of portfolio
|
Q3 2025
Added 8.96%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
178,035
shares
|
$65.5 Million
0.28% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
176,984
shares
|
$65.1 Million
1.64% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
175,983
shares
|
$64.7 Million
1.06% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
175,000
shares
|
$64.4 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
174,426
shares
|
$64.2 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
172,890
shares
|
$63.6 Million
8.91% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
170,275
shares
|
$62.6 Million
3.73% of portfolio
|
Q4 2023
Reduced 2.7%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
166,827
shares
|
$61.4 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
166,363
shares
|
$61.2 Million
9.29% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
164,913
shares
|
$60.7 Million
0.08% of portfolio
|
Q3 2025
Reduced 11.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
157,372
shares
|
$57.9 Million
0.24% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
152,745
shares
|
$56.2 Million
30.15% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
152,560
shares
|
$56.1 Million
0.05% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 14, 2025 Q3 2025 |
151,200
shares
|
$55.6 Million
0.1% of portfolio
|
Q3 2025
Added 152.0%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
146,323
shares
|
$53.8 Million
1.0% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
145,981
shares
|
$53.7 Million
0.42% of portfolio
|
Q3 2025
Added 1.29%
|