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 1,389 institutions that hold shares in the stock, with a total of 92.9 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 |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
660
shares
|
$217,397
0.05% of portfolio
|
Q3 2024
Added 14.98%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
658
shares
|
$216,738
0.03% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
655
shares
|
$215,750
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
653
shares
|
$215,091
0.02% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
651
shares
|
$214,432
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
650
shares
|
$214,103
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
650
shares
|
$214,103
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
649
shares
|
$213,774
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
644
shares
|
$212,127
0.04% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
640
shares
|
$210,809
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
640
shares
|
$210,809
0.08% of portfolio
|
Q2 2020
Reduced 51.55%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
632
shares
|
$208,174
0.01% of portfolio
|
Q2 2024
Added 219.19%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
618
shares
|
$203,563
0.13% of portfolio
|
Q2 2024
Reduced 5.36%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
595
shares
|
$195,987
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
590
shares
|
$194,340
0.04% of portfolio
|
Q2 2024
Added 2.97%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
583
shares
|
$192,034
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
582
shares
|
$191,704
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
582
shares
|
$191,704
0.02% of portfolio
|
Q2 2024
Reduced 5.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
573
shares
|
$188,740
0.01% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
569
shares
|
$187,422
0.02% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
560
shares
|
$184,458
0.01% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
550
shares
|
$181,164
0.02% of portfolio
|
Q2 2024
Reduced 26.37%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
550
shares
|
$181,164
0.04% of portfolio
|
Q4 2023
Reduced 7.09%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
549
shares
|
$180,835
0.01% of portfolio
|
Q1 2024
Reduced 13.3%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
547
shares
|
$180,176
0.06% of portfolio
|
Q3 2024
Added 0.37%
|