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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
81,630
shares
|
$28.2 Million
0.39% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
80,583
shares
|
$27.9 Million
3.18% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
79,306
shares
|
$27.4 Million
0.19% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
78,319
shares
|
$27.1 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
76,847
shares
|
$26.6 Million
11.06% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
76,520
shares
|
$26.4 Million
10.27% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
76,252
shares
|
$26.4 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
75,055
shares
|
$25.9 Million
0.25% of portfolio
|
Q1 2025
Added 187.79%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
72,613
shares
|
$25.1 Million
0.31% of portfolio
|
Q1 2025
Added 18.64%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
72,605
shares
|
$25.1 Million
0.75% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
72,262
shares
|
$25 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
71,605
shares
|
$24.8 Million
0.77% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
71,519
shares
|
$24.7 Million
2.0% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
69,728
shares
|
$24.1 Million
0.27% of portfolio
|
Q1 2025
Added 18.38%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
69,327
shares
|
$24 Million
8.51% of portfolio
|
Q1 2023
Reduced 25.16%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
69,250
shares
|
$23.9 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
68,477
shares
|
$23.7 Million
0.33% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
68,365
shares
|
$23.6 Million
0.29% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
67,033
shares
|
$23.2 Million
0.21% of portfolio
|
Q2 2025
Added 264.05%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
66,134
shares
|
$22.9 Million
0.11% of portfolio
|
Q1 2025
Added 26.46%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
65,329
shares
|
$22.6 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
64,898
shares
|
$22.4 Million
1.69% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
64,178
shares
|
$22.2 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
61,848
shares
|
$21.4 Million
0.26% of portfolio
|
Q1 2025
Added 388.03%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
61,341
shares
|
$21.2 Million
3.21% of portfolio
|
Q1 2023
Reduced 0.17%
|