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 |
|---|---|---|---|---|---|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
822
shares
|
$297,144
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
820
shares
|
$296,421
0.08% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
818
shares
|
$295,698
0.02% of portfolio
|
Q2 2024
Added 42.01%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
816
shares
|
$294,975
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
814
shares
|
$294,252
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
814
shares
|
$294,252
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
812
shares
|
$293,529
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
810
shares
|
$292,806
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
808
shares
|
$292,083
0.08% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Aug 08, 2025 Q2 2025 |
807
shares
|
$291,722
0.07% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
806
shares
|
$291,360
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
800
shares
|
$289,192
0.03% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
800
shares
|
$289,192
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
800
shares
|
$289,192
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
797
shares
|
$288,107
0.04% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Aug 13, 2025 Q2 2025 |
795
shares
|
$287,384
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
794
shares
|
$287,023
0.02% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
793
shares
|
$286,661
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
792
shares
|
$286,300
0.26% of portfolio
|
Q1 2025
Added 146.73%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
788
shares
|
$284,854
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
787
shares
|
$284,492
0.03% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
786
shares
|
$284,131
0.01% of portfolio
|
Q3 2024
Added 13.42%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
783
shares
|
$283,046
0.02% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
New England Professional Planning Group Inc.
|
Jul 22, 2025 Q2 2025 |
780
shares
|
$281,962
0.12% of portfolio
|
Q4 2024
Added 15.04%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
779
shares
|
$281,600
0.31% of portfolio
|
Q2 2025
New holding
|