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 |
|---|---|---|---|---|---|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
1,051
shares
|
$333,671
0.14% of portfolio
|
Q2 2022
Reduced 0.1%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Aug 14, 2024 Q2 2024 |
1,050
shares
|
$333,354
0.12% of portfolio
|
Q2 2024
Reduced 23.02%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
1,045
shares
|
$331,766
0.1% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2024 Q2 2024 |
1,044
shares
|
$331,449
0.17% of portfolio
|
Q2 2024
Added 0.77%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
1,041
shares
|
$330,496
0.1% of portfolio
|
Q1 2024
Added 12.66%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
1,033
shares
|
$327,956
0.15% of portfolio
|
Q2 2024
Reduced 12.09%
|
|
|
Scharf Investments, LLC
|
Oct 15, 2024 Q3 2024 |
1,030
shares
|
$327,004
0.01% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
1,030
shares
|
$327,004
0.01% of portfolio
|
Q3 2023
Added 24.1%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
1,029
shares
|
$326,686
0.12% of portfolio
|
Q3 2024
Added 17.6%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2024 Q2 2024 |
1,019
shares
|
$323,512
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2024 Q2 2024 |
1,010
shares
|
$320,654
0.05% of portfolio
|
Q2 2024
Added 21.69%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,008
shares
|
$320,019
0.03% of portfolio
|
Q1 2024
Reduced 5.62%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,001
shares
|
$317,797
0.03% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,000
shares
|
$317,480
0.03% of portfolio
|
Q3 2022
Added 66.67%
|
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
1,000
shares
|
$317,480
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
995
shares
|
$315,892
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Hardy Reed LLC
|
Aug 12, 2024 Q2 2024 |
992
shares
|
$314,940
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
982
shares
|
$311,765
0.15% of portfolio
|
Q2 2024
Reduced 7.88%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
979
shares
|
$310,812
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
979
shares
|
$310,812
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
979
shares
|
$310,812
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
978
shares
|
$310,495
0.11% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
975
shares
|
$309,543
0.17% of portfolio
|
Q3 2023
Reduced 2.5%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 01, 2024 Q2 2024 |
975
shares
|
$309,543
0.03% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Jul 29, 2024 Q2 2024 |
975
shares
|
$309,543
0.01% of portfolio
|
Q4 2023
Added 9.8%
|