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 1,472 institutions that hold shares in the stock, with a total of 98.2 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 |
|---|---|---|---|---|---|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
909
shares
|
$280,762
0.15% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
903
shares
|
$278,909
0.1% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
895
shares
|
$276,438
0.05% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
888
shares
|
$274,276
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
885
shares
|
$273,349
0.01% of portfolio
|
Q2 2024
Reduced 5.35%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
885
shares
|
$273,349
0.07% of portfolio
|
Q4 2023
Reduced 2.75%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
881
shares
|
$272,114
0.03% of portfolio
|
Q3 2024
Reduced 77.83%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
879
shares
|
$271,496
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Feb 13, 2025 Q4 2024 |
875
shares
|
$270,261
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
874
shares
|
$269,952
0.13% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
872
shares
|
$269,334
0.07% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
871
shares
|
$269,025
0.09% of portfolio
|
Q4 2024
Added 32.37%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
869
shares
|
$268,408
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
869
shares
|
$268,408
0.21% of portfolio
|
Q4 2023
Reduced 28.54%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
868
shares
|
$268,099
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
863
shares
|
$266,554
0.01% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
862
shares
|
$266,245
0.02% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
859
shares
|
$265,319
0.0% of portfolio
|
Q4 2024
Added 488.36%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
856
shares
|
$264,392
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
854
shares
|
$263,774
0.02% of portfolio
|
Q4 2023
Reduced 7.07%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
851
shares
|
$262,848
0.19% of portfolio
|
Q4 2023
Reduced 23.81%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
850
shares
|
$262,539
0.03% of portfolio
|
Q1 2024
Reduced 4.49%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
849
shares
|
$262,230
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
842
shares
|
$260,068
0.18% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
842
shares
|
$260,068
0.24% of portfolio
|
Q4 2024
New holding
|