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 |
|---|---|---|---|---|---|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
350
shares
|
$115,286
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
348
shares
|
$114,627
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
342
shares
|
$112,651
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
332
shares
|
$109,357
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
320
shares
|
$105,404
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
315
shares
|
$103,757
0.04% of portfolio
|
Q2 2024
Added 19.77%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
308
shares
|
$101,452
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
300
shares
|
$98,817
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
300
shares
|
$98,817
0.07% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
291
shares
|
$95,852
0.01% of portfolio
|
Q4 2024
Reduced 25.58%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
286
shares
|
$94,205
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
279
shares
|
$91,899
0.03% of portfolio
|
Q2 2024
Added 10.71%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
278
shares
|
$91,570
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
267
shares
|
$87,947
0.04% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
263
shares
|
$86,629
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
261
shares
|
$85,970
0.04% of portfolio
|
Q2 2022
Reduced 9.06%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
260
shares
|
$85,641
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
258
shares
|
$84,982
0.01% of portfolio
|
Q1 2023
Reduced 15.96%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
250
shares
|
$82,347
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Robinson Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
250
shares
|
$82,347
0.03% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Palouse Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
241
shares
|
$79,382
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Tanaka Capital Management Inc
New York, NY |
Nov 15, 2024 Q3 2024 |
235
shares
|
$77,406
0.17% of portfolio
|
Q2 2021
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
222
shares
|
$73,124
0.01% of portfolio
|
Q1 2022
Added 43.23%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
222
shares
|
$73,124
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
217
shares
|
$71,477
0.0% of portfolio
|
Q3 2024
Reduced 77.83%
|