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 |
|---|---|---|---|---|---|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
74,196
shares
|
$24.1 Million
7.07% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
73,112
shares
|
$23.8 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
72,430
shares
|
$23.5 Million
2.03% of portfolio
|
Q3 2024
Reduced 15.09%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
71,883
shares
|
$23.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.08%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
71,870
shares
|
$23.4 Million
0.09% of portfolio
|
Q3 2024
Added 13.6%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
69,396
shares
|
$22.6 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
69,327
shares
|
$22.5 Million
8.51% of portfolio
|
Q1 2023
Reduced 25.16%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
69,309
shares
|
$22.5 Million
1.91% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
67,864
shares
|
$22.1 Million
0.82% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
67,773
shares
|
$22 Million
0.27% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
66,200
shares
|
$21.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 71.76%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
65,985
shares
|
$21.4 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
65,862
shares
|
$21.4 Million
0.04% of portfolio
|
Q3 2024
Added 50.54%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
65,723
shares
|
$21.4 Million
0.33% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
65,213
shares
|
$21.2 Million
11.19% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
63,109
shares
|
$20.5 Million
6.9% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
62,452
shares
|
$20.3 Million
0.1% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
62,110
shares
|
$20.2 Million
0.6% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
61,835
shares
|
$20.1 Million
1.5% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
61,341
shares
|
$19.9 Million
3.21% of portfolio
|
Q1 2023
Reduced 0.17%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
60,794
shares
|
$19.8 Million
1.68% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
60,320
shares
|
$19.6 Million
1.42% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
60,220
shares
|
$19.6 Million
1.85% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
59,957
shares
|
$19.5 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
57,973
shares
|
$18.8 Million
0.23% of portfolio
|
Q3 2024
Added 5.3%
|