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 |
|---|---|---|---|---|---|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
881
shares
|
$318,472
0.03% of portfolio
|
Q3 2024
Reduced 77.83%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
876
shares
|
$316,665
0.05% of portfolio
|
Q2 2025
Reduced 14.03%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
875
shares
|
$316,303
0.05% of portfolio
|
Q1 2025
Reduced 94.64%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
875
shares
|
$316,303
0.06% of portfolio
|
Q2 2025
Added 32.58%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
872
shares
|
$315,219
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
871
shares
|
$314,857
0.11% of portfolio
|
Q4 2024
Added 32.37%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
870
shares
|
$314,496
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
869
shares
|
$314,134
0.21% of portfolio
|
Q4 2023
Reduced 28.54%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
868
shares
|
$313,773
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
867
shares
|
$313,411
0.01% of portfolio
|
Q1 2025
Reduced 30.92%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
863
shares
|
$311,965
0.02% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
854
shares
|
$308,712
0.02% of portfolio
|
Q4 2023
Reduced 7.07%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
851
shares
|
$307,627
0.19% of portfolio
|
Q4 2023
Reduced 23.81%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
845
shares
|
$305,459
0.02% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
842
shares
|
$304,374
0.17% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
842
shares
|
$304,374
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
841
shares
|
$304,013
0.05% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
839
shares
|
$303,290
0.09% of portfolio
|
Q1 2024
Reduced 4.22%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
836
shares
|
$302,205
0.02% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
836
shares
|
$302,205
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
835
shares
|
$301,844
0.11% of portfolio
|
Q1 2024
Reduced 73.71%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
832
shares
|
$300,759
0.11% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Greenhouse Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
828
shares
|
$299,313
0.18% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
827
shares
|
$298,952
0.01% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
827
shares
|
$298,952
0.02% of portfolio
|
Q2 2025
Reduced 38.79%
|