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 |
|---|---|---|---|---|---|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
781,596
shares
|
$257 Million
15.92% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Churchill Management Corp
|
Oct 15, 2024 Q3 2024 |
747,501
shares
|
$246 Million
2.72% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
735,225
shares
|
$242 Million
0.65% of portfolio
|
Q2 2023
Reduced 2.46%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
695,547
shares
|
$229 Million
13.47% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
685,829
shares
|
$226 Million
0.48% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
658,314
shares
|
$217 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
658,245
shares
|
$216 Million
42.8% of portfolio
|
Q3 2022
Added 0.81%
|
|
|
Johns Hopkins University
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
634,929
shares
|
$209 Million
7.48% of portfolio
|
Q3 2024
Added 293.46%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
615,437
shares
|
$202 Million
0.63% of portfolio
|
Q4 2022
Reduced 1.69%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
605,201
shares
|
$199 Million
0.01% of portfolio
|
Q3 2024
Added 26327.99%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
592,796
shares
|
$195 Million
0.56% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
583,684
shares
|
$192 Million
0.04% of portfolio
|
Q3 2024
Added 18.52%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
573,298
shares
|
$189 Million
0.72% of portfolio
|
Q3 2024
Reduced 13.51%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
572,258
shares
|
$188 Million
0.23% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
539,374
shares
|
$177 Million
1.9% of portfolio
|
Q3 2023
Reduced 0.07%
|
|
|
Daido Life Insurance CO
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
537,123
shares
|
$177 Million
22.5% of portfolio
|
Q3 2024
Reduced 30.37%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 30, 2024 Q3 2024 |
527,447
shares
|
$173 Million
21.08% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
514,129
shares
|
$169 Million
8.94% of portfolio
|
Q3 2024
Added 11.87%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
513,334
shares
|
$169 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
503,559
shares
|
$166 Million
0.28% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
483,777
shares
|
$159 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
474,660
shares
|
$156 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
406,431
shares
|
$134 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
406,027
shares
|
$134 Million
46.92% of portfolio
|
Q2 2022
Reduced 0.76%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
405,136
shares
|
$133 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.21%
|