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 |
|---|---|---|---|---|---|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
182
shares
|
$65,791
0.06% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
179
shares
|
$64,706
0.01% of portfolio
|
Q4 2021
Reduced 25.73%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
178
shares
|
$64,345
0.01% of portfolio
|
Q4 2023
Added 0.56%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
178
shares
|
$64,345
0.02% of portfolio
|
Q2 2025
Added 42.4%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
177
shares
|
$63,983
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
176
shares
|
$63,622
0.0% of portfolio
|
Q2 2025
Reduced 63.71%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
175
shares
|
$63,260
0.0% of portfolio
|
Q4 2022
Added 60.55%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
170
shares
|
$61,453
0.01% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
170
shares
|
$61,453
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
158
shares
|
$57,115
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
157
shares
|
$56,753
0.01% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
150
shares
|
$54,223
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
145
shares
|
$52,416
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
145
shares
|
$52,416
0.0% of portfolio
|
Q3 2023
Reduced 21.62%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
143
shares
|
$51,693
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
134
shares
|
$48,439
0.03% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
130
shares
|
$46,993
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
129
shares
|
$46,632
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
123
shares
|
$44,463
0.0% of portfolio
|
Q4 2023
Added 70.83%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
120
shares
|
$43,378
0.01% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
120
shares
|
$43,378
0.0% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
120
shares
|
$43,378
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
117
shares
|
$42,294
0.01% of portfolio
|
Q1 2025
Added 588.24%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
116
shares
|
$41,932
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
114
shares
|
$41,209
0.0% of portfolio
|
Q2 2023
New holding
|