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 |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
61,176
shares
|
$21.1 Million
0.07% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
61,052
shares
|
$21.1 Million
2.03% of portfolio
|
Q1 2025
Added 5873.78%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
60,794
shares
|
$21 Million
1.68% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
60,712
shares
|
$21 Million
0.38% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
May 05, 2025 Q1 2025 |
60,189
shares
|
$20.8 Million
11.06% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
60,168
shares
|
$20.8 Million
0.49% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
59,943
shares
|
$20.7 Million
0.14% of portfolio
|
Q1 2025
Added 15.11%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
59,385
shares
|
$20.5 Million
6.73% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
58,852
shares
|
$20.3 Million
1.67% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
58,430
shares
|
$20.2 Million
4.34% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
58,406
shares
|
$20.2 Million
1.48% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
58,391
shares
|
$20.2 Million
0.59% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
56,664
shares
|
$19.6 Million
1.81% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
54,197
shares
|
$18.7 Million
1.51% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
54,006
shares
|
$18.7 Million
4.66% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
53,793
shares
|
$18.6 Million
2.62% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Chartist Inc
Seal Beach, CA |
Feb 12, 2025 Q4 2024 |
52,311
shares
|
$18.1 Million
13.2% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
52,156
shares
|
$18 Million
0.22% of portfolio
|
Q4 2022
Added 16.87%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
52,077
shares
|
$18 Million
0.79% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
52,017
shares
|
$18 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
51,848
shares
|
$17.9 Million
1.5% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
51,815
shares
|
$17.9 Million
0.05% of portfolio
|
Q3 2022
Reduced 55.37%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
51,261
shares
|
$17.7 Million
0.28% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
49,827
shares
|
$17.2 Million
0.1% of portfolio
|
Q1 2025
Added 54.04%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
49,809
shares
|
$17.2 Million
0.16% of portfolio
|
Q1 2025
Reduced 26.42%
|