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 |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
14,482
shares
|
$5.06 Million
0.11% of portfolio
|
Q2 2025
Added 23.43%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
14,455
shares
|
$5.05 Million
0.37% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
14,440
shares
|
$5.05 Million
0.3% of portfolio
|
Q4 2022
Reduced 1.92%
|
|
|
Consilio Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
14,358
shares
|
$5.02 Million
1.74% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
14,136
shares
|
$4.94 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.6%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
14,021
shares
|
$4.9 Million
0.26% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
14,011
shares
|
$4.9 Million
1.8% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
13,967
shares
|
$4.88 Million
0.27% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
13,830
shares
|
$4.84 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
13,830
shares
|
$4.84 Million
0.55% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
13,811
shares
|
$4.83 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
13,765
shares
|
$4.81 Million
0.01% of portfolio
|
Q2 2025
Added 36.23%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
13,616
shares
|
$4.76 Million
0.17% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
13,376
shares
|
$4.68 Million
1.69% of portfolio
|
Q1 2023
Reduced 2.09%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
13,302
shares
|
$4.65 Million
0.09% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
13,246
shares
|
$4.63 Million
0.21% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
13,162
shares
|
$4.6 Million
0.59% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
13,072
shares
|
$4.57 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
13,071
shares
|
$4.57 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
13,055
shares
|
$4.57 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
13,053
shares
|
$4.56 Million
0.44% of portfolio
|
Q2 2025
Added 9.88%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
13,038
shares
|
$4.56 Million
0.17% of portfolio
|
Q2 2025
Added 22.27%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
13,035
shares
|
$4.56 Million
0.13% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
12,998
shares
|
$4.55 Million
2.74% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
12,933
shares
|
$4.52 Million
0.24% of portfolio
|
Q2 2025
Added 2.86%
|