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 |
|---|---|---|---|---|---|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
10,197
shares
|
$3.57 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
10,110
shares
|
$3.54 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
10,100
shares
|
$3.53 Million
1.91% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
10,081
shares
|
$3.53 Million
1.85% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
10,055
shares
|
$3.52 Million
0.73% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
10,004
shares
|
$3.5 Million
0.67% of portfolio
|
Q2 2024
Added 3.9%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
9,955
shares
|
$3.48 Million
0.21% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
9,902
shares
|
$3.46 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
9,823
shares
|
$3.44 Million
0.03% of portfolio
|
Q2 2022
Reduced 8.11%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,771
shares
|
$3.42 Million
0.03% of portfolio
|
Q2 2025
Added 161.05%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
9,733
shares
|
$3.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
9,614
shares
|
$3.36 Million
0.94% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
9,541
shares
|
$3.34 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
9,473
shares
|
$3.31 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
9,472
shares
|
$3.31 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
9,356
shares
|
$3.27 Million
0.02% of portfolio
|
Q2 2025
Reduced 16.37%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
9,280
shares
|
$3.25 Million
1.46% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,172
shares
|
$3.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
9,132
shares
|
$3.19 Million
1.37% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
9,112
shares
|
$3.19 Million
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Ashford Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
9,105
shares
|
$3.18 Million
0.71% of portfolio
|
Q1 2025
New holding
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
9,064
shares
|
$3.17 Million
0.93% of portfolio
|
Q4 2023
Reduced 3.02%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
9,060
shares
|
$3.17 Million
1.49% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
9,045
shares
|
$3.16 Million
0.04% of portfolio
|
Q2 2025
Added 10.79%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 31, 2025 Q2 2025 |
9,025
shares
|
$3.16 Million
0.0% of portfolio
|
Q2 2025
Added 22.12%
|