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 1,568 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 |
|---|---|---|---|---|---|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
33,403
shares
|
$11.7 Million
0.34% of portfolio
|
Q3 2023
Reduced 0.66%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
33,275
shares
|
$11.6 Million
8.48% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
32,945
shares
|
$11.5 Million
0.57% of portfolio
|
Q4 2023
Added 51.17%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
32,461
shares
|
$11.4 Million
0.66% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Fiduciary Counselling Inc
|
Aug 08, 2025 Q2 2025 |
32,448
shares
|
$11.3 Million
31.16% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
32,274
shares
|
$11.3 Million
0.81% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
32,258
shares
|
$11.3 Million
0.09% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
31,382
shares
|
$11 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
30,697
shares
|
$10.7 Million
3.55% of portfolio
|
Q3 2023
Reduced 0.91%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
30,628
shares
|
$10.7 Million
0.76% of portfolio
|
Q4 2022
Added 3.22%
|
|
|
Legacy Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
30,467
shares
|
$10.7 Million
1.42% of portfolio
|
Q2 2025
Reduced 66.3%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
30,091
shares
|
$10.5 Million
1.69% of portfolio
|
Q1 2025
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
30,050
shares
|
$10.5 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
29,906
shares
|
$10.5 Million
0.39% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
29,886
shares
|
$10.5 Million
0.24% of portfolio
|
Q2 2025
Added 3884.8%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
29,595
shares
|
$10.3 Million
2.46% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
29,534
shares
|
$10.3 Million
1.0% of portfolio
|
Q2 2025
Reduced 51.62%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
29,522
shares
|
$10.3 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Brown Financial Advisory
|
Jul 28, 2025 Q2 2025 |
29,407
shares
|
$10.3 Million
6.16% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Aug 01, 2025 Q2 2025 |
29,193
shares
|
$10.2 Million
6.29% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
29,125
shares
|
$10.2 Million
0.89% of portfolio
|
Q4 2023
Reduced 7.19%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
28,878
shares
|
$10.1 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
28,542
shares
|
$9.98 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
28,357
shares
|
$9.92 Million
0.12% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
28,310
shares
|
$9.9 Million
0.68% of portfolio
|
Q2 2025
Reduced 2.19%
|