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 1,407 institutions that hold shares in the stock, with a total of 93.4 Million shares, which have been reported (via 13F filing form) to have a value of $31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
10,558
shares
|
$3.51 Million
0.07% of portfolio
|
Q2 2024
Added 3.98%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
10,539
shares
|
$3.5 Million
1.42% of portfolio
|
Q4 2023
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
10,266
shares
|
$3.41 Million
0.08% of portfolio
|
Q3 2024
Reduced 14.12%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
10,236
shares
|
$3.4 Million
0.48% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
10,233
shares
|
$3.4 Million
0.03% of portfolio
|
Q2 2024
Reduced 24.6%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
10,201
shares
|
$3.39 Million
0.21% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
10,197
shares
|
$3.39 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
10,144
shares
|
$3.37 Million
1.21% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Scharf Investments, LLC
|
Jan 23, 2025 Q4 2024 |
10,113
shares
|
$3.36 Million
0.11% of portfolio
|
Q4 2024
Added 881.84%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
10,081
shares
|
$3.35 Million
1.85% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,983
shares
|
$3.32 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
9,965
shares
|
$3.31 Million
0.09% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
9,948
shares
|
$3.3 Million
0.28% of portfolio
|
Q4 2024
Added 31.34%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
9,921
shares
|
$3.3 Million
0.0% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
9,823
shares
|
$3.26 Million
0.03% of portfolio
|
Q2 2022
Reduced 8.11%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
9,799
shares
|
$3.25 Million
0.85% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
9,799
shares
|
$3.25 Million
0.17% of portfolio
|
Q4 2023
Added 108.53%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
9,771
shares
|
$3.25 Million
1.82% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
9,562
shares
|
$3.18 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
9,532
shares
|
$3.17 Million
0.15% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
9,472
shares
|
$3.15 Million
0.23% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
9,435
shares
|
$3.13 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
9,408
shares
|
$3.12 Million
0.01% of portfolio
|
Q4 2024
Added 1161.13%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
9,381
shares
|
$3.12 Million
0.61% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
9,332
shares
|
$3.1 Million
0.35% of portfolio
|
Q3 2024
Added 2.46%
|