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 $30.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consilio Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
14,802
shares
|
$4.91 Million
1.92% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
14,760
shares
|
$4.9 Million
0.93% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
14,630
shares
|
$4.85 Million
0.27% of portfolio
|
Q1 2023
Reduced 0.27%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
14,582
shares
|
$4.84 Million
0.12% of portfolio
|
Q3 2024
Reduced 33.29%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
14,550
shares
|
$4.83 Million
1.93% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
14,549
shares
|
$4.83 Million
0.09% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
14,453
shares
|
$4.79 Million
0.99% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
14,440
shares
|
$4.79 Million
0.3% of portfolio
|
Q4 2022
Reduced 1.92%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
14,320
shares
|
$4.75 Million
1.08% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
14,317
shares
|
$4.75 Million
0.29% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
14,257
shares
|
$4.73 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
14,241
shares
|
$4.72 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
14,148
shares
|
$4.69 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,997
shares
|
$4.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 60.98%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
13,763
shares
|
$4.57 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
13,653
shares
|
$4.53 Million
0.52% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
13,606
shares
|
$4.51 Million
0.09% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
13,544
shares
|
$4.49 Million
0.36% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
13,483
shares
|
$4.47 Million
2.17% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
13,376
shares
|
$4.44 Million
1.69% of portfolio
|
Q1 2023
Reduced 2.09%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
13,252
shares
|
$4.4 Million
0.34% of portfolio
|
Q3 2024
Added 41.78%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
13,078
shares
|
$4.34 Million
0.76% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
13,049
shares
|
$4.33 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
12,969
shares
|
$4.3 Million
0.05% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
12,949
shares
|
$4.3 Million
1.68% of portfolio
|
Q3 2024
New holding
|