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 |
|---|---|---|---|---|---|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
49,633
shares
|
$17.2 Million
2.96% of portfolio
|
Q2 2025
Added 52.81%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
49,326
shares
|
$17.1 Million
1.68% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
48,698
shares
|
$16.8 Million
3.0% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
48,639
shares
|
$16.8 Million
2.77% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
48,108
shares
|
$16.6 Million
0.34% of portfolio
|
Q1 2024
Added 15.89%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
47,425
shares
|
$16.4 Million
0.0% of portfolio
|
Q4 2023
Added 61.26%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
47,167
shares
|
$16.3 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
46,917
shares
|
$16.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
46,149
shares
|
$16 Million
0.37% of portfolio
|
Q2 2025
Added 16.8%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
46,105
shares
|
$15.9 Million
0.33% of portfolio
|
Q4 2023
Added 9.0%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
45,930
shares
|
$15.9 Million
3.04% of portfolio
|
Q1 2024
Reduced 0.55%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
45,338
shares
|
$15.7 Million
0.28% of portfolio
|
Q2 2025
Added 193.49%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
44,512
shares
|
$15.4 Million
2.29% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
43,404
shares
|
$15 Million
0.02% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
43,393
shares
|
$15 Million
2.29% of portfolio
|
Q2 2023
Reduced 0.54%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
43,104
shares
|
$14.9 Million
1.16% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
43,001
shares
|
$14.9 Million
0.09% of portfolio
|
Q1 2025
Added 193.8%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
42,882
shares
|
$14.8 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Latigo Investments, LLC
|
May 06, 2025 Q1 2025 |
42,556
shares
|
$14.7 Million
6.96% of portfolio
|
Q4 2022
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
42,268
shares
|
$14.6 Million
2.07% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
41,436
shares
|
$14.3 Million
1.59% of portfolio
|
Q1 2025
Added 18.65%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
41,408
shares
|
$14.3 Million
1.0% of portfolio
|
Q3 2022
Reduced 2.08%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
41,381
shares
|
$14.3 Million
0.45% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
41,091
shares
|
$14.2 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
39,872
shares
|
$13.8 Million
0.91% of portfolio
|
Q1 2025
Added 0.44%
|