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 1,553 institutions that hold shares in the stock, with a total of 97.6 Million shares, which have been reported (via 13F filing form) to have a value of $34.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
10,828,766
shares
|
$3.79 Billion
2.8% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
4,454,855
shares
|
$1.56 Billion
0.46% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,151,386
shares
|
$1.45 Billion
0.11% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
2,923,970
shares
|
$1.02 Billion
3.48% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,751,986
shares
|
$962 Million
0.13% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,447,669
shares
|
$856 Million
0.29% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,385,776
shares
|
$834 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,231,316
shares
|
$780 Million
0.02% of portfolio
|
Q2 2024
Reduced 49.49%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,183,914
shares
|
$764 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
1,880,906
shares
|
$658 Million
0.1% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,606,643
shares
|
$562 Million
0.12% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Millburn Ridgefield Corp
|
Jul 29, 2025 Q2 2025 |
1,586,642
shares
|
$555 Million
12.97% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
1,586,642
shares
|
$555 Million
11.02% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
1,405,034
shares
|
$491 Million
4.38% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,370,878
shares
|
$479 Million
0.34% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,288,976
shares
|
$451 Million
7.19% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,279,512
shares
|
$447 Million
0.03% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
1,214,071
shares
|
$425 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,185,789
shares
|
$415 Million
0.94% of portfolio
|
Q1 2025
Added 26.64%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,170,028
shares
|
$409 Million
1.77% of portfolio
|
Q2 2023
Reduced 95.72%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
1,165,020
shares
|
$407 Million
1.57% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,094,237
shares
|
$383 Million
0.74% of portfolio
|
Q3 2023
Reduced 10.32%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,010,730
shares
|
$353 Million
0.72% of portfolio
|
Q1 2025
Added 30.44%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
995,872
shares
|
$348 Million
0.06% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
798,988
shares
|
$279 Million
2.97% of portfolio
|
Q2 2025
Added 0.78%
|