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 1,373 institutions that hold shares in the stock, with a total of 93.2 Million shares, which have been reported (via 13F filing form) to have a value of $30.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
25,598
shares
|
$8.42 Million
2.78% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
25,509
shares
|
$8.39 Million
4.94% of portfolio
|
Q3 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
25,242
shares
|
$8.3 Million
0.99% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
25,220
shares
|
$8.29 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Humankind Investments LLC
|
Nov 14, 2024 Q3 2024 |
25,070
shares
|
$8.25 Million
2.91% of portfolio
|
Q4 2023
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
24,759
shares
|
$8.14 Million
0.07% of portfolio
|
Q3 2024
Added 22.0%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
24,550
shares
|
$8.07 Million
0.21% of portfolio
|
Q4 2023
Added 15.53%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
23,958
shares
|
$7.88 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
23,373
shares
|
$7.69 Million
4.53% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
23,216
shares
|
$7.64 Million
0.35% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
23,108
shares
|
$7.6 Million
0.24% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
23,054
shares
|
$7.58 Million
0.76% of portfolio
|
Q3 2024
Reduced 7.86%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
22,530
shares
|
$7.41 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
22,348
shares
|
$7.35 Million
1.41% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
22,311
shares
|
$7.34 Million
1.0% of portfolio
|
Q1 2023
Reduced 18.87%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
22,299
shares
|
$7.33 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
22,103
shares
|
$7.27 Million
0.43% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
21,701
shares
|
$7.14 Million
0.4% of portfolio
|
Q3 2022
Added 3.73%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
21,509
shares
|
$7.07 Million
7.57% of portfolio
|
Q1 2024
Added 2.02%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
21,288
shares
|
$7 Million
0.09% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
21,150
shares
|
$6.96 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
20,752
shares
|
$6.83 Million
1.5% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
20,659
shares
|
$6.79 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
20,647
shares
|
$6.79 Million
0.25% of portfolio
|
Q2 2022
Added 9.07%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
20,544
shares
|
$6.76 Million
0.01% of portfolio
|
Q3 2024
Added 16.02%
|