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 |
|---|---|---|---|---|---|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
731
shares
|
$264,249
0.03% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
730
shares
|
$263,887
0.14% of portfolio
|
Q4 2024
Reduced 10.1%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
730
shares
|
$263,887
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
727
shares
|
$262,803
0.09% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
725
shares
|
$262,080
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
725
shares
|
$262,080
0.03% of portfolio
|
Q2 2025
Reduced 17.14%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
725
shares
|
$262,080
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
724
shares
|
$261,718
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
724
shares
|
$261,718
0.01% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
723
shares
|
$261,357
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Aug 13, 2025 Q2 2025 |
722
shares
|
$260,995
0.03% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
722
shares
|
$260,995
0.1% of portfolio
|
Q1 2025
Added 24.05%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
720
shares
|
$260,272
0.11% of portfolio
|
Q4 2024
Reduced 21.74%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
720
shares
|
$260,272
0.07% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
719
shares
|
$259,911
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
718
shares
|
$259,549
0.14% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
717
shares
|
$259,188
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
717
shares
|
$259,188
0.17% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
716
shares
|
$258,826
0.16% of portfolio
|
Q4 2021
New holding
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
716
shares
|
$258,826
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
713
shares
|
$257,742
0.04% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
710
shares
|
$256,657
0.06% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Private Capital Management, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
708
shares
|
$255,934
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
704
shares
|
$254,488
0.04% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
704
shares
|
$254,488
0.01% of portfolio
|
Q2 2025
Reduced 3.16%
|