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 |
|---|---|---|---|---|---|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
395
shares
|
$142,788
0.08% of portfolio
|
Q2 2025
Reduced 36.08%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
389
shares
|
$140,619
0.02% of portfolio
|
Q2 2025
Added 10.51%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
382
shares
|
$138,089
0.0% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
374
shares
|
$135,197
0.05% of portfolio
|
Q2 2021
Reduced 21.1%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
373
shares
|
$134,835
0.02% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
371
shares
|
$134,112
0.08% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
371
shares
|
$134,112
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
368
shares
|
$133,028
0.03% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
363
shares
|
$131,220
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
360
shares
|
$130,136
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
354
shares
|
$127,967
0.12% of portfolio
|
Q1 2025
Added 154.68%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
353
shares
|
$127,605
0.02% of portfolio
|
Q1 2023
Reduced 96.49%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
353
shares
|
$127,605
0.01% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
341
shares
|
$123,268
0.02% of portfolio
|
Q2 2025
Added 193.97%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
333
shares
|
$120,376
0.01% of portfolio
|
Q2 2025
Added 99.4%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
333
shares
|
$120,376
0.0% of portfolio
|
Q2 2025
Added 19.35%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
332
shares
|
$120,014
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
330
shares
|
$119,291
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
327
shares
|
$118,207
0.02% of portfolio
|
Q2 2025
Reduced 14.62%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
320
shares
|
$115,676
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
314
shares
|
$113,507
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
313
shares
|
$113,146
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
308
shares
|
$111,338
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
300
shares
|
$108,447
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
300
shares
|
$108,447
0.07% of portfolio
|
Q1 2025
Reduced 54.61%
|