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 1,471 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 $30.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
977
shares
|
$301,765
0.17% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
975
shares
|
$301,148
0.17% of portfolio
|
Q3 2023
Reduced 2.5%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
974
shares
|
$300,839
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
971
shares
|
$299,912
0.0% of portfolio
|
Q4 2024
Reduced 89.03%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jan 28, 2025 Q4 2024 |
966
shares
|
$298,368
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Gibson Capital, LLC
Wexford, PA |
Feb 12, 2025 Q4 2024 |
958
shares
|
$295,897
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
957
shares
|
$295,588
0.07% of portfolio
|
Q3 2024
Reduced 47.24%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
954
shares
|
$294,661
0.15% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
952
shares
|
$294,044
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
951
shares
|
$293,735
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
950
shares
|
$293,426
0.03% of portfolio
|
Q1 2023
Added 111.11%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
949
shares
|
$293,117
0.2% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
935
shares
|
$288,793
0.02% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
927
shares
|
$286,322
0.03% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
927
shares
|
$286,322
0.02% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
924
shares
|
$285,395
0.01% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
924
shares
|
$285,395
0.0% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
920
shares
|
$284,160
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
919
shares
|
$283,851
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
919
shares
|
$283,851
0.26% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
917
shares
|
$283,233
0.04% of portfolio
|
Q4 2024
Reduced 24.77%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
917
shares
|
$283,233
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
916
shares
|
$282,924
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
913
shares
|
$281,998
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
910
shares
|
$281,071
0.0% of portfolio
|
Q4 2024
New holding
|