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 |
|---|---|---|---|---|---|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
51,848
shares
|
$18.7 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
|
$18.7 Million
0.05% of portfolio
|
Q3 2022
Reduced 55.37%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
51,261
shares
|
$18.5 Million
0.28% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
51,233
shares
|
$18.5 Million
0.79% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
49,809
shares
|
$18 Million
0.16% of portfolio
|
Q1 2025
Reduced 26.42%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
49,633
shares
|
$17.9 Million
2.96% of portfolio
|
Q2 2025
Added 52.81%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
49,047
shares
|
$17.7 Million
1.7% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
48,825
shares
|
$17.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
48,706
shares
|
$17.6 Million
2.13% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
48,698
shares
|
$17.6 Million
3.0% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
48,108
shares
|
$17.4 Million
0.34% of portfolio
|
Q1 2024
Added 15.89%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
47,050
shares
|
$17 Million
0.06% of portfolio
|
Q2 2025
Reduced 61.07%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
46,149
shares
|
$16.7 Million
0.37% of portfolio
|
Q2 2025
Added 16.8%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
46,105
shares
|
$16.7 Million
0.33% of portfolio
|
Q4 2023
Added 9.0%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
45,930
shares
|
$16.6 Million
3.04% of portfolio
|
Q1 2024
Reduced 0.55%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
45,338
shares
|
$16.4 Million
0.28% of portfolio
|
Q2 2025
Added 193.49%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
45,101
shares
|
$16.3 Million
6.42% of portfolio
|
Q2 2025
Added 16.89%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
44,321
shares
|
$16 Million
2.32% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
43,406
shares
|
$15.7 Million
0.02% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
43,393
shares
|
$15.7 Million
2.29% of portfolio
|
Q2 2023
Reduced 0.54%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
43,351
shares
|
$15.7 Million
1.81% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
43,104
shares
|
$15.6 Million
1.16% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Latigo Investments, LLC
|
May 06, 2025 Q1 2025 |
42,556
shares
|
$15.4 Million
6.96% of portfolio
|
Q4 2022
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
42,443
shares
|
$15.3 Million
2.23% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
41,408
shares
|
$15 Million
1.0% of portfolio
|
Q3 2022
Reduced 2.08%
|