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 1,293 institutions that hold shares in the stock, with a total of 95.6 Million shares, which have been reported (via 13F filing form) to have a value of $27.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
67,363
shares
|
$19.5 Million
0.3% of portfolio
|
Q1 2024
Added 0.17%
|
|
Paragon Capital Management LLC
Overland Park, KS |
May 13, 2024 Q1 2024 |
67,136
shares
|
$19.4 Million
10.97% of portfolio
|
Q1 2024
Reduced 1.57%
|
|
Centerpoint Advisors, LLC
|
May 02, 2024 Q1 2024 |
65,494
shares
|
$18.9 Million
7.07% of portfolio
|
Q1 2024
Reduced 2.4%
|
|
Boston Financial Mangement LLC
Boston, MA |
May 10, 2024 Q1 2024 |
63,474
shares
|
$18.3 Million
0.59% of portfolio
|
Q1 2024
Reduced 2.83%
|
|
Copperwynd Financial, LLC
|
Apr 30, 2024 Q1 2024 |
62,756
shares
|
$18.1 Million
6.65% of portfolio
|
Q1 2024
Added 3.21%
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
May 13, 2024 Q1 2024 |
62,532
shares
|
$18.1 Million
5.1% of portfolio
|
Q1 2024
Added 123.56%
|
|
Austin Private Wealth, LLC
|
Apr 12, 2024 Q1 2024 |
62,356
shares
|
$18 Million
2.02% of portfolio
|
Q1 2024
Reduced 2.49%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2024 Q1 2024 |
61,798
shares
|
$17.9 Million
0.09% of portfolio
|
Q1 2024
Added 9.77%
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
61,341
shares
|
$17.7 Million
3.21% of portfolio
|
Q1 2023
Reduced 0.17%
|
|
Private Ocean, LLC
|
Apr 17, 2024 Q1 2024 |
60,898
shares
|
$17.6 Million
1.97% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
Trust Point Inc.
La Crosse, WI |
Apr 19, 2024 Q1 2024 |
60,403
shares
|
$17.4 Million
1.37% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 15, 2024 Q4 2023 |
59,725
shares
|
$17.3 Million
0.31% of portfolio
|
Q4 2023
Added 27.9%
|
|
Legal & General Group PLC
London, X0 |
May 14, 2024 Q1 2024 |
59,525
shares
|
$17.2 Million
0.0% of portfolio
|
Q1 2024
Reduced 22.17%
|
|
Badgley Phelps Wealth Managers, LLC
|
May 15, 2024 Q1 2024 |
59,492
shares
|
$17.2 Million
0.46% of portfolio
|
Q1 2024
Reduced 0.82%
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 14, 2024 Q1 2024 |
59,202
shares
|
$17.1 Million
0.92% of portfolio
|
Q1 2024
Reduced 11.61%
|
|
Trust CO
|
Apr 11, 2024 Q1 2024 |
58,776
shares
|
$17 Million
2.23% of portfolio
|
Q1 2024
Reduced 6.41%
|
|
Davis R M Inc
Portland, ME |
May 10, 2024 Q1 2024 |
57,892
shares
|
$16.7 Million
0.36% of portfolio
|
Q1 2024
Reduced 5.43%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
57,676
shares
|
$16.7 Million
0.03% of portfolio
|
Q1 2024
Reduced 25.35%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
57,334
shares
|
$16.6 Million
0.25% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
Auxano Advisors, LLC
|
May 02, 2024 Q1 2024 |
56,683
shares
|
$16.4 Million
4.85% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
Financial Services Advisory Inc
|
May 06, 2024 Q1 2024 |
56,215
shares
|
$16.2 Million
4.03% of portfolio
|
Q1 2024
Added 0.71%
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
55,262
shares
|
$16 Million
0.26% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
Wealthfront Advisers LLC
|
Apr 19, 2024 Q1 2024 |
55,257
shares
|
$16 Million
0.06% of portfolio
|
Q1 2024
Added 3.61%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
54,626
shares
|
$15.8 Million
0.25% of portfolio
|
Q1 2024
Added 9.75%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 29, 2024 Q1 2024 |
54,553
shares
|
$15.8 Million
0.48% of portfolio
|
Q1 2024
Reduced 0.03%
|