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 1,374 institutions that hold shares in the stock, with a total of 93.3 Million shares, which have been reported (via 13F filing form) to have a value of $30 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
410
shares
|
$132,085
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
404
shares
|
$130,152
0.02% of portfolio
|
Q3 2024
Added 16.43%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
392
shares
|
$126,286
0.02% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
391
shares
|
$125,964
0.01% of portfolio
|
Q2 2024
Added 291.0%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
374
shares
|
$120,487
0.05% of portfolio
|
Q2 2021
Reduced 21.1%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
372
shares
|
$119,843
0.03% of portfolio
|
Q2 2024
Reduced 21.68%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
372
shares
|
$119,843
0.02% of portfolio
|
Q2 2024
Added 21.17%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
371
shares
|
$119,521
0.08% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
370
shares
|
$119,199
0.01% of portfolio
|
Q2 2024
Reduced 17.04%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
363
shares
|
$116,944
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
353
shares
|
$113,722
0.02% of portfolio
|
Q1 2023
Reduced 96.49%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
350
shares
|
$112,756
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
348
shares
|
$112,111
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
342
shares
|
$110,178
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
332
shares
|
$106,957
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
320
shares
|
$103,091
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
315
shares
|
$101,480
0.04% of portfolio
|
Q2 2024
Added 19.77%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
308
shares
|
$99,225
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
300
shares
|
$96,648
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
300
shares
|
$96,648
0.07% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
286
shares
|
$92,137
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
279
shares
|
$89,882
0.03% of portfolio
|
Q2 2024
Added 10.71%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
278
shares
|
$89,560
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
267
shares
|
$86,016
0.04% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
263
shares
|
$84,728
0.32% of portfolio
|
Q3 2024
New holding
|