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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
8,042
shares
|
$2.81 Million
0.05% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
7,971
shares
|
$2.79 Million
1.38% of portfolio
|
Q2 2025
Added 28.59%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
7,970
shares
|
$2.79 Million
0.97% of portfolio
|
Q1 2023
Added 0.38%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
7,960
shares
|
$2.78 Million
0.07% of portfolio
|
Q2 2025
Added 12.25%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
7,956
shares
|
$2.78 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
7,937
shares
|
$2.78 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
7,914
shares
|
$2.77 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jul 22, 2025 Q2 2025 |
7,895
shares
|
$2.76 Million
1.26% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
7,852
shares
|
$2.75 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
7,838
shares
|
$2.74 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
7,784
shares
|
$2.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
7,764
shares
|
$2.72 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
7,719
shares
|
$2.7 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
7,669
shares
|
$2.68 Million
0.02% of portfolio
|
Q2 2025
Reduced 33.49%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
7,625
shares
|
$2.67 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
7,574
shares
|
$2.65 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
7,558
shares
|
$2.64 Million
0.14% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
7,546
shares
|
$2.64 Million
0.06% of portfolio
|
Q2 2025
Reduced 70.53%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
7,542
shares
|
$2.64 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
7,530
shares
|
$2.63 Million
1.74% of portfolio
|
Q2 2024
Reduced 37.32%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
7,527
shares
|
$2.63 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
7,524
shares
|
$2.63 Million
0.14% of portfolio
|
Q2 2025
Added 18.38%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
7,494
shares
|
$2.62 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
7,463
shares
|
$2.61 Million
0.12% of portfolio
|
Q2 2025
Added 147.53%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
7,449
shares
|
$2.6 Million
0.01% of portfolio
|
Q2 2022
Added 9.85%
|