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 |
|---|---|---|---|---|---|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
19,924
shares
|
$6.97 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
19,815
shares
|
$6.93 Million
0.47% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
19,737
shares
|
$6.9 Million
0.02% of portfolio
|
Q2 2025
Added 53.98%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
19,687
shares
|
$6.88 Million
0.17% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
19,234
shares
|
$6.73 Million
1.2% of portfolio
|
Q3 2023
Reduced 10.35%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
19,108
shares
|
$6.68 Million
0.02% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
19,098
shares
|
$6.68 Million
0.04% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
19,087
shares
|
$6.67 Million
0.25% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
18,921
shares
|
$6.62 Million
2.77% of portfolio
|
Q1 2023
New holding
|
|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
18,630
shares
|
$6.51 Million
0.32% of portfolio
|
Q2 2025
Added 60.66%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
18,370
shares
|
$6.42 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
18,354
shares
|
$6.42 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
18,351
shares
|
$6.42 Million
0.04% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
18,322
shares
|
$6.41 Million
5.16% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
18,019
shares
|
$6.3 Million
0.11% of portfolio
|
Q2 2025
Added 12.66%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
18,005
shares
|
$6.3 Million
5.19% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
17,927
shares
|
$6.27 Million
0.17% of portfolio
|
Q2 2025
Added 87.48%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
17,827
shares
|
$6.23 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
17,497
shares
|
$6.12 Million
0.97% of portfolio
|
Q2 2025
Added 10.92%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
17,340
shares
|
$6.06 Million
0.2% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
17,183
shares
|
$6.01 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
17,150
shares
|
$6 Million
1.73% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
17,081
shares
|
$5.97 Million
0.18% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
17,038
shares
|
$5.96 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
16,979
shares
|
$5.94 Million
0.0% of portfolio
|
Q2 2025
Added 26021.54%
|