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 1,571 institutions that hold shares in the stock, with a total of 97.4 Million shares, which have been reported (via 13F filing form) to have a value of $35.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
60,794
shares
|
$22 Million
1.68% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
60,643
shares
|
$21.9 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
60,168
shares
|
$21.8 Million
0.49% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Aug 13, 2025 Q2 2025 |
60,000
shares
|
$21.7 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
59,813
shares
|
$21.6 Million
0.13% of portfolio
|
Q2 2025
Added 27.49%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
59,397
shares
|
$21.5 Million
10.93% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
59,388
shares
|
$21.5 Million
6.84% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
58,430
shares
|
$21.1 Million
4.34% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
58,391
shares
|
$21.1 Million
0.59% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
57,333
shares
|
$20.7 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
57,101
shares
|
$20.6 Million
0.01% of portfolio
|
Q2 2025
Added 181.08%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
56,664
shares
|
$20.5 Million
1.81% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
55,913
shares
|
$20.2 Million
0.08% of portfolio
|
Q2 2025
Added 30.03%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
54,876
shares
|
$19.8 Million
1.59% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
54,769
shares
|
$19.8 Million
0.0% of portfolio
|
Q2 2025
Added 2605.98%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
54,197
shares
|
$19.6 Million
1.51% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
54,089
shares
|
$19.6 Million
1.53% of portfolio
|
Q2 2025
Reduced 16.66%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
54,006
shares
|
$19.5 Million
4.66% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
53,804
shares
|
$19.4 Million
0.01% of portfolio
|
Q2 2025
Added 75.27%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Aug 14, 2025 Q2 2025 |
53,718
shares
|
$19.4 Million
17.14% of portfolio
|
Q2 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
53,081
shares
|
$19.2 Million
9.54% of portfolio
|
Q2 2025
Added 47.9%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
52,649
shares
|
$19 Million
0.2% of portfolio
|
Q2 2025
Added 11.62%
|
|
|
Chartist Inc
Seal Beach, CA |
Feb 12, 2025 Q4 2024 |
52,311
shares
|
$18.9 Million
13.2% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
52,017
shares
|
$18.8 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
51,890
shares
|
$18.8 Million
0.17% of portfolio
|
Q2 2025
Reduced 82.82%
|