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 |
|---|---|---|---|---|---|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
114
shares
|
$41,209
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
110
shares
|
$39,763
0.0% of portfolio
|
Q1 2025
Added 14.58%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
109
shares
|
$39,402
0.0% of portfolio
|
Q2 2024
Reduced 88.72%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
109
shares
|
$39,402
0.02% of portfolio
|
Q2 2025
Reduced 56.92%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
109
shares
|
$39,402
0.01% of portfolio
|
Q2 2025
Added 1171.56%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
106
shares
|
$38,317
0.0% of portfolio
|
Q4 2023
Reduced 87.62%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
105
shares
|
$37,956
0.01% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
99
shares
|
$35,787
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
96
shares
|
$34,703
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
94
shares
|
$33,980
0.0% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
91
shares
|
$32,895
0.01% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
90
shares
|
$32,534
0.01% of portfolio
|
Q2 2025
Reduced 66.29%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
90
shares
|
$32,534
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
87
shares
|
$31,449
0.01% of portfolio
|
Q2 2025
Reduced 22.32%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
86
shares
|
$31,088
0.0% of portfolio
|
Q3 2024
Reduced 49.71%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
84
shares
|
$30,365
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
82
shares
|
$29,642
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
81
shares
|
$29,280
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
75
shares
|
$27,111
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
75
shares
|
$27,111
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
71
shares
|
$25,665
0.0% of portfolio
|
Q2 2025
Reduced 88.75%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
70
shares
|
$25,304
0.0% of portfolio
|
Q1 2025
Added 55.56%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
66
shares
|
$23,858
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
65
shares
|
$23,496
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
64
shares
|
$23,135
0.0% of portfolio
|
Q2 2025
New holding
|