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 1,518 institutions that hold shares in the stock, with a total of 98.1 Million shares, which have been reported (via 13F filing form) to have a value of $33.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
107,001
shares
|
$37 Million
1.67% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
106,440
shares
|
$36.8 Million
2.03% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
106,199
shares
|
$36.7 Million
4.73% of portfolio
|
Q1 2025
Reduced 22.9%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
105,513
shares
|
$36.5 Million
0.83% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Apr 25, 2025 Q1 2025 |
103,617
shares
|
$35.8 Million
8.57% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
102,283
shares
|
$35.4 Million
4.45% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Jul 23, 2025 Q2 2025 |
101,441
shares
|
$35.1 Million
1.59% of portfolio
|
Q1 2025
Reduced 82.06%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
100,376
shares
|
$34.7 Million
11.66% of portfolio
|
Q4 2022
Added 2.14%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
92,177
shares
|
$31.9 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Tfo Tdc, LLC
|
May 08, 2025 Q1 2025 |
90,596
shares
|
$31.3 Million
5.51% of portfolio
|
Q1 2025
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
90,573
shares
|
$31.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.27%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
90,515
shares
|
$31.3 Million
3.24% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
90,394
shares
|
$31.2 Million
3.04% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jul 21, 2025 Q2 2025 |
90,228
shares
|
$31.2 Million
16.48% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
88,055
shares
|
$30.4 Million
1.66% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Parker Investment Management, LLC
|
May 01, 2025 Q1 2025 |
87,954
shares
|
$30.4 Million
4.82% of portfolio
|
Q1 2023
Reduced 0.59%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
87,665
shares
|
$30.3 Million
0.02% of portfolio
|
Q1 2025
Added 61.13%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
87,297
shares
|
$30.2 Million
0.97% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
86,483
shares
|
$29.9 Million
0.38% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
86,044
shares
|
$29.7 Million
9.96% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
85,645
shares
|
$29.6 Million
0.5% of portfolio
|
Q3 2024
Added 1020.27%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
85,227
shares
|
$29.5 Million
2.56% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
85,117
shares
|
$29.4 Million
7.23% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
84,226
shares
|
$29.1 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
83,485
shares
|
$28.9 Million
0.3% of portfolio
|
Q1 2025
Added 1.43%
|