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 |
|---|---|---|---|---|---|
|
Riverpoint Wealth Management Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
8,998
shares
|
$3.15 Million
0.72% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,950
shares
|
$3.13 Million
0.58% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
8,936
shares
|
$3.12 Million
0.36% of portfolio
|
Q2 2025
Added 70.7%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
8,928
shares
|
$3.12 Million
0.62% of portfolio
|
Q2 2025
Added 217.16%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
8,926
shares
|
$3.12 Million
0.13% of portfolio
|
Q2 2025
Added 15.44%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
8,901
shares
|
$3.11 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
8,878
shares
|
$3.1 Million
1.49% of portfolio
|
Q2 2025
Added 57.24%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
8,844
shares
|
$3.09 Million
0.34% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
8,841
shares
|
$3.09 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
8,705
shares
|
$3.04 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
8,607
shares
|
$3.01 Million
0.15% of portfolio
|
Q2 2023
Added 219.13%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,601
shares
|
$3.01 Million
0.07% of portfolio
|
Q2 2020
Reduced 1.56%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
8,567
shares
|
$3 Million
0.8% of portfolio
|
Q1 2024
Reduced 48.44%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
8,552
shares
|
$2.99 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
8,487
shares
|
$2.97 Million
0.74% of portfolio
|
Q1 2023
Reduced 0.35%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
8,479
shares
|
$2.97 Million
0.18% of portfolio
|
Q2 2025
Reduced 27.79%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,457
shares
|
$2.96 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
8,397
shares
|
$2.94 Million
1.27% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
8,319
shares
|
$2.91 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
8,296
shares
|
$2.9 Million
1.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
8,270
shares
|
$2.89 Million
0.33% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
8,124
shares
|
$2.84 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
8,112
shares
|
$2.84 Million
0.23% of portfolio
|
Q2 2025
Added 164.15%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
8,109
shares
|
$2.84 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
8,107
shares
|
$2.84 Million
1.34% of portfolio
|
Q2 2025
Added 0.1%
|