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 |
---|---|---|---|---|---|
Chartist Inc
Seal Beach, CA |
May 14, 2024 Q1 2024 |
54,443
shares
|
$15.7 Million
11.93% of portfolio
|
Q1 2024
Reduced 1.95%
|
|
Rmb Capital Management, LLC
|
May 14, 2024 Q1 2024 |
54,009
shares
|
$15.6 Million
0.37% of portfolio
|
Q1 2024
Added 15.89%
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 15, 2024 Q1 2024 |
53,669
shares
|
$15.5 Million
2.97% of portfolio
|
Q1 2024
Added 1.57%
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2024 Q1 2024 |
52,997
shares
|
$15.3 Million
0.24% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
52,156
shares
|
$15.1 Million
0.22% of portfolio
|
Q4 2022
Added 16.87%
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
51,815
shares
|
$15 Million
0.05% of portfolio
|
Q3 2022
Reduced 55.37%
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
51,804
shares
|
$15 Million
0.12% of portfolio
|
Q1 2024
Reduced 17.05%
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 13, 2024 Q1 2024 |
51,155
shares
|
$14.8 Million
0.07% of portfolio
|
Q1 2024
Reduced 11.76%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
50,609
shares
|
$14.6 Million
0.07% of portfolio
|
Q1 2024
Added 4.78%
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
50,497
shares
|
$14.6 Million
1.82% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
1900 Wealth Management LLC
|
Apr 24, 2024 Q1 2024 |
49,845
shares
|
$14.4 Million
1.36% of portfolio
|
Q1 2024
Reduced 24.97%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
48,723
shares
|
$14.1 Million
0.16% of portfolio
|
Q1 2024
Reduced 43.09%
|
|
Bordeaux Wealth Advisors LLC
|
Apr 29, 2024 Q1 2024 |
48,639
shares
|
$14 Million
4.64% of portfolio
|
Q1 2024
Reduced 0.97%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
48,108
shares
|
$13.9 Million
0.34% of portfolio
|
Q1 2024
Added 15.89%
|
|
Glassman Wealth Services
|
May 03, 2024 Q1 2024 |
47,552
shares
|
$13.7 Million
2.77% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
Simplicity Wealth,Llc
|
Apr 24, 2024 Q1 2024 |
46,903
shares
|
$13.5 Million
0.33% of portfolio
|
Q1 2024
New holding
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
46,712
shares
|
$13.5 Million
0.07% of portfolio
|
Q1 2024
Added 24.73%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
46,105
shares
|
$13.3 Million
0.33% of portfolio
|
Q4 2023
Added 9.0%
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
45,930
shares
|
$13.3 Million
3.04% of portfolio
|
Q1 2024
Reduced 0.55%
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 08, 2024 Q1 2024 |
45,664
shares
|
$13.2 Million
0.38% of portfolio
|
Q1 2024
Added 1.78%
|
|
Nixon Peabody Trust CO
Boston, MA |
May 07, 2024 Q1 2024 |
44,715
shares
|
$12.9 Million
1.2% of portfolio
|
Q1 2024
New holding
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2024 Q1 2024 |
44,675
shares
|
$12.9 Million
0.36% of portfolio
|
Q1 2024
Added 0.11%
|
|
ETF Portfolio Partners, Inc.
|
May 03, 2024 Q1 2024 |
44,254
shares
|
$12.8 Million
4.04% of portfolio
|
Q1 2024
Reduced 68.55%
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2024 Q1 2024 |
44,102
shares
|
$12.7 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Rice Partnership, LLC
|
May 15, 2024 Q1 2024 |
43,742
shares
|
$12.6 Million
3.02% of portfolio
|
Q1 2024
Reduced 3.1%
|