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 1,457 institutions that hold shares in the stock, with a total of 96.1 Million shares, which have been reported (via 13F filing form) to have a value of $32.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
37,050
shares
|
$12.4 Million
0.03% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
35,693
shares
|
$12 Million
0.37% of portfolio
|
Q4 2024
Added 18.35%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
35,497
shares
|
$11.9 Million
0.13% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
35,401
shares
|
$11.9 Million
1.93% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
35,372
shares
|
$11.9 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
34,922
shares
|
$11.7 Million
1.39% of portfolio
|
Q4 2024
Reduced 15.34%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 21, 2025 Q4 2024 |
34,818
shares
|
$11.7 Million
3.37% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Laird Norton Trust Company, LLC
|
Feb 14, 2025 Q4 2024 |
34,816
shares
|
$11.7 Million
1.53% of portfolio
|
Q4 2024
Reduced 10.45%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
34,560
shares
|
$11.6 Million
0.06% of portfolio
|
Q4 2024
Reduced 15.17%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
34,330
shares
|
$11.5 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
34,250
shares
|
$11.5 Million
2.08% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
34,141
shares
|
$11.5 Million
0.02% of portfolio
|
Q4 2024
Added 321.81%
|
|
|
Campion Asset Management
|
Feb 13, 2025 Q4 2024 |
34,131
shares
|
$11.5 Million
8.35% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
34,103
shares
|
$11.5 Million
1.37% of portfolio
|
Q3 2024
Reduced 19.98%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
34,095
shares
|
$11.5 Million
0.31% of portfolio
|
Q4 2024
Added 19.71%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
33,403
shares
|
$11.2 Million
0.34% of portfolio
|
Q3 2023
Reduced 0.66%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
32,945
shares
|
$11.1 Million
0.57% of portfolio
|
Q4 2023
Added 51.17%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
32,568
shares
|
$10.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
32,347
shares
|
$10.9 Million
0.07% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
32,277
shares
|
$10.8 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
32,263
shares
|
$10.8 Million
0.79% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
32,258
shares
|
$10.8 Million
0.09% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Brown Financial Advisory
|
Jan 23, 2025 Q4 2024 |
31,979
shares
|
$10.7 Million
7.32% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
31,926
shares
|
$10.7 Million
0.84% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Fiduciary Counselling Inc
|
Feb 06, 2025 Q4 2024 |
31,258
shares
|
$10.5 Million
26.97% of portfolio
|
Q2 2024
Added 6.88%
|