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 |
|---|---|---|---|---|---|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
28,125
shares
|
$9.84 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
27,945
shares
|
$9.77 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
27,619
shares
|
$9.66 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
27,252
shares
|
$9.53 Million
2.82% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
27,085
shares
|
$9.47 Million
0.21% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
26,956
shares
|
$9.43 Million
0.98% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
26,737
shares
|
$9.35 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
26,639
shares
|
$9.32 Million
1.07% of portfolio
|
Q2 2025
Added 11.15%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
26,406
shares
|
$9.23 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
26,266
shares
|
$9.19 Million
1.7% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
26,221
shares
|
$9.17 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
25,714
shares
|
$8.99 Million
0.87% of portfolio
|
Q1 2024
Reduced 1.83%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
25,657
shares
|
$8.97 Million
0.41% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
25,631
shares
|
$8.96 Million
3.11% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
25,616
shares
|
$8.96 Million
0.06% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
25,598
shares
|
$8.95 Million
2.93% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
25,078
shares
|
$8.77 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Humankind Investments LLC
|
Aug 14, 2025 Q2 2025 |
25,070
shares
|
$8.77 Million
2.13% of portfolio
|
Q4 2023
New holding
|
|
|
Stegner Investment Associates Inc.
|
Jul 28, 2025 Q2 2025 |
24,963
shares
|
$8.73 Million
5.19% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
24,702
shares
|
$8.64 Million
4.35% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
24,550
shares
|
$8.59 Million
0.19% of portfolio
|
Q4 2023
Added 15.53%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
24,548
shares
|
$8.58 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
24,188
shares
|
$8.46 Million
4.65% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
23,973
shares
|
$8.38 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
23,821
shares
|
$8.33 Million
0.15% of portfolio
|
Q2 2025
Added 57.4%
|