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 |
|---|---|---|---|---|---|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
139,531
shares
|
$42.8 Million
13.86% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
138,910
shares
|
$42.6 Million
2.73% of portfolio
|
Q3 2023
Reduced 15.83%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
138,279
shares
|
$42.5 Million
0.44% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
138,275
shares
|
$42.5 Million
0.44% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
137,738
shares
|
$42.3 Million
6.35% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
132,474
shares
|
$40.7 Million
1.13% of portfolio
|
Q4 2023
Added 38.27%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
125,404
shares
|
$38.5 Million
3.43% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
125,000
shares
|
$38.4 Million
0.25% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
122,573
shares
|
$37.6 Million
3.18% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
121,973
shares
|
$37.4 Million
5.77% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Brewster Financial Planning LLC
|
Jan 23, 2025 Q4 2024 |
120,074
shares
|
$36.9 Million
29.3% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
117,207
shares
|
$36 Million
0.1% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
114,427
shares
|
$35.1 Million
0.41% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
113,144
shares
|
$34.7 Million
7.61% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
111,664
shares
|
$34.3 Million
2.13% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
111,271
shares
|
$34.2 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
109,763
shares
|
$33.7 Million
1.7% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
108,414
shares
|
$33.3 Million
1.17% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
107,969
shares
|
$33.1 Million
4.48% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
105,513
shares
|
$32.4 Million
0.85% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Jan 23, 2025 Q4 2024 |
104,647
shares
|
$32.1 Million
9.12% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jan 30, 2025 Q4 2024 |
103,306
shares
|
$31.7 Million
24.37% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
100,705
shares
|
$30.9 Million
4.16% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
100,376
shares
|
$30.8 Million
11.66% of portfolio
|
Q4 2022
Added 2.14%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
99,454
shares
|
$30.5 Million
5.5% of portfolio
|
Q4 2024
Added 11.09%
|