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 1,472 institutions that hold shares in the stock, with a total of 98.2 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 |
|---|---|---|---|---|---|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
628
shares
|
$193,970
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
627
shares
|
$193,661
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Satovsky Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
626
shares
|
$193,352
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
625
shares
|
$193,043
0.0% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
623
shares
|
$192,426
0.01% of portfolio
|
Q4 2024
Reduced 15.92%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
622
shares
|
$192,117
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
618
shares
|
$190,881
0.13% of portfolio
|
Q2 2024
Reduced 5.36%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
596
shares
|
$184,086
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
592
shares
|
$182,851
0.02% of portfolio
|
Q4 2024
Reduced 9.34%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
590
shares
|
$182,233
0.04% of portfolio
|
Q2 2024
Added 2.97%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
583
shares
|
$180,071
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
582
shares
|
$179,762
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
582
shares
|
$179,762
0.02% of portfolio
|
Q2 2024
Reduced 5.21%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
570
shares
|
$176,055
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
550
shares
|
$169,878
0.04% of portfolio
|
Q4 2023
Reduced 7.09%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
549
shares
|
$169,569
0.01% of portfolio
|
Q1 2024
Reduced 13.3%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
548
shares
|
$169,260
0.08% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
547
shares
|
$168,951
0.05% of portfolio
|
Q4 2024
Added 272.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
533
shares
|
$164,627
0.01% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
526
shares
|
$162,465
0.01% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
525
shares
|
$162,156
0.06% of portfolio
|
Q2 2023
Reduced 13.22%
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
523
shares
|
$161,539
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
516
shares
|
$159,376
0.05% of portfolio
|
Q4 2024
Reduced 76.56%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
516
shares
|
$159,376
0.15% of portfolio
|
Q2 2024
Reduced 23.33%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
500
shares
|
$154,435
0.03% of portfolio
|
Q4 2022
New holding
|