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 1,374 institutions that hold shares in the stock, with a total of 93.3 Million shares, which have been reported (via 13F filing form) to have a value of $30 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
676
shares
|
$217,780
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
675
shares
|
$217,458
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
674
shares
|
$217,135
0.01% of portfolio
|
Q4 2023
Reduced 3.44%
|
|
|
Calamos Advisors LLC
|
Nov 07, 2024 Q3 2024 |
667
shares
|
$214,880
0.0% of portfolio
|
Q3 2024
Reduced 15.36%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
666
shares
|
$214,558
0.05% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
666
shares
|
$214,558
0.04% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Oct 11, 2024 Q3 2024 |
665
shares
|
$214,236
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
664
shares
|
$213,914
0.06% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
663
shares
|
$213,592
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
660
shares
|
$212,625
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
660
shares
|
$212,625
0.05% of portfolio
|
Q3 2024
Added 14.98%
|
|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
658
shares
|
$211,981
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
658
shares
|
$211,981
0.03% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
655
shares
|
$211,014
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
653
shares
|
$210,370
0.02% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
651
shares
|
$209,726
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
650
shares
|
$209,404
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
650
shares
|
$209,404
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
649
shares
|
$209,081
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
644
shares
|
$207,471
0.04% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
640
shares
|
$206,182
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
640
shares
|
$206,182
0.08% of portfolio
|
Q2 2020
Reduced 51.55%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
632
shares
|
$203,605
0.01% of portfolio
|
Q2 2024
Added 219.19%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
618
shares
|
$199,094
0.12% of portfolio
|
Q2 2024
Reduced 5.36%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
595
shares
|
$191,685
0.07% of portfolio
|
Q4 2023
New holding
|