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 1,571 institutions that hold shares in the stock, with a total of 97.4 Million shares, which have been reported (via 13F filing form) to have a value of $35.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
138,910
shares
|
$50.2 Million
2.73% of portfolio
|
Q3 2023
Reduced 15.83%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
138,602
shares
|
$50.1 Million
12.58% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
138,423
shares
|
$50 Million
4.68% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
138,156
shares
|
$49.9 Million
0.04% of portfolio
|
Q2 2025
Added 52.54%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
137,500
shares
|
$49.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 57.23%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
136,660
shares
|
$49.4 Million
0.06% of portfolio
|
Q2 2025
Reduced 51.73%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
132,571
shares
|
$47.9 Million
7.15% of portfolio
|
Q2 2025
Added 11.1%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
132,474
shares
|
$47.9 Million
1.13% of portfolio
|
Q4 2023
Added 38.27%
|
|
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
Jul 15, 2025 Q2 2025 |
129,694
shares
|
$46.9 Million
23.52% of portfolio
|
Q2 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
127,808
shares
|
$46.2 Million
3.92% of portfolio
|
Q2 2025
Added 25.75%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
124,251
shares
|
$44.9 Million
2.82% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
123,154
shares
|
$44.5 Million
0.23% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
122,238
shares
|
$44.2 Million
0.1% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
122,182
shares
|
$44.2 Million
4.88% of portfolio
|
Q2 2025
Added 19.44%
|
|
|
Brewster Financial Planning LLC
|
Jul 15, 2025 Q2 2025 |
119,766
shares
|
$43.3 Million
27.44% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
118,438
shares
|
$42.8 Million
4.69% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
117,260
shares
|
$42.4 Million
5.85% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
116,486
shares
|
$42.1 Million
0.42% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
116,441
shares
|
$42.1 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
115,293
shares
|
$41.7 Million
0.15% of portfolio
|
Q2 2025
Added 313.13%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jul 30, 2025 Q2 2025 |
112,795
shares
|
$40.8 Million
23.85% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
112,672
shares
|
$40.7 Million
1.23% of portfolio
|
Q2 2025
Added 57.35%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
111,619
shares
|
$40.3 Million
2.13% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
107,132
shares
|
$38.7 Million
1.14% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
106,381
shares
|
$38.5 Million
1.79% of portfolio
|
Q2 2025
Reduced 0.58%
|