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 1,373 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 $30.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
96,261
shares
|
$31.3 Million
0.09% of portfolio
|
Q3 2024
Added 20.17%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
95,869
shares
|
$31.2 Million
0.31% of portfolio
|
Q3 2024
Added 147.09%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
95,246
shares
|
$31 Million
3.64% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
92,429
shares
|
$30 Million
0.89% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
92,177
shares
|
$30 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
91,935
shares
|
$29.9 Million
1.63% of portfolio
|
Q3 2024
New holding
|
|
|
Tfo Tdc, LLC
|
Nov 12, 2024 Q3 2024 |
90,883
shares
|
$29.5 Million
5.25% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
90,637
shares
|
$29.5 Million
1.06% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
89,526
shares
|
$29.1 Million
4.95% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 17, 2024 Q3 2024 |
89,308
shares
|
$29 Million
16.78% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
88,021
shares
|
$28.6 Million
3.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Parker Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
87,954
shares
|
$28.6 Million
4.47% of portfolio
|
Q1 2023
Reduced 0.59%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
85,645
shares
|
$27.8 Million
0.49% of portfolio
|
Q3 2024
Added 1020.27%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
83,722
shares
|
$27.2 Million
0.15% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
83,096
shares
|
$27 Million
2.44% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
82,367
shares
|
$26.8 Million
0.31% of portfolio
|
Q3 2024
Added 8.54%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
82,122
shares
|
$26.7 Million
3.23% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
81,813
shares
|
$26.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
80,580
shares
|
$26.2 Million
0.28% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
80,580
shares
|
$26.2 Million
1.52% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
77,808
shares
|
$25.3 Million
9.68% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
75,607
shares
|
$24.6 Million
0.23% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
75,567
shares
|
$24.6 Million
19.7% of portfolio
|
Q3 2022
Reduced 2.54%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
74,998
shares
|
$24.4 Million
0.35% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Act Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
74,283
shares
|
$24.1 Million
10.38% of portfolio
|
Q3 2024
Reduced 0.86%
|