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 |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
11,585
shares
|
$4.05 Million
0.03% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
11,576
shares
|
$4.05 Million
0.08% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
11,420
shares
|
$3.99 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
11,376
shares
|
$3.98 Million
0.25% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
11,307
shares
|
$3.95 Million
3.16% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
11,237
shares
|
$3.93 Million
1.87% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
11,169
shares
|
$3.91 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
11,165
shares
|
$3.9 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
11,093
shares
|
$3.88 Million
0.03% of portfolio
|
Q2 2025
Reduced 16.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
11,083
shares
|
$3.88 Million
0.19% of portfolio
|
Q2 2025
Added 1561.62%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
10,950
shares
|
$3.83 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
10,900
shares
|
$3.81 Million
0.08% of portfolio
|
Q2 2025
Added 11.53%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jul 10, 2025 Q2 2025 |
10,825
shares
|
$3.79 Million
3.88% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
10,750
shares
|
$3.76 Million
0.15% of portfolio
|
Q3 2022
Added 99.48%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
10,743
shares
|
$3.76 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
10,738
shares
|
$3.76 Million
1.66% of portfolio
|
Q1 2023
Reduced 2.63%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
10,733
shares
|
$3.75 Million
0.84% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
10,700
shares
|
$3.74 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
10,639
shares
|
$3.72 Million
0.08% of portfolio
|
Q2 2025
Added 254.99%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
10,529
shares
|
$3.68 Million
1.38% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
10,462
shares
|
$3.66 Million
0.08% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
10,419
shares
|
$3.64 Million
0.89% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
10,329
shares
|
$3.61 Million
1.55% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
London CO Of Virginia
Richmond, VA |
Aug 14, 2025 Q2 2025 |
10,262
shares
|
$3.59 Million
0.02% of portfolio
|
Q2 2025
Added 323.87%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
10,229
shares
|
$3.58 Million
1.07% of portfolio
|
Q2 2025
Added 0.25%
|