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 $30.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
6,377
shares
|
$2.1 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
6,376
shares
|
$2.1 Million
1.08% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
6,336
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2024
Added 16.49%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
6,325
shares
|
$2.08 Million
0.48% of portfolio
|
Q2 2023
Reduced 1.86%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,305
shares
|
$2.07 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
6,262
shares
|
$2.06 Million
0.17% of portfolio
|
Q3 2024
Reduced 22.74%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
6,217
shares
|
$2.04 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
6,194
shares
|
$2.04 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
6,145
shares
|
$2.02 Million
0.24% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
6,079
shares
|
$2 Million
0.35% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
6,004
shares
|
$1.97 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
5,980
shares
|
$1.97 Million
0.25% of portfolio
|
Q1 2024
Reduced 2.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
5,961
shares
|
$1.96 Million
0.05% of portfolio
|
Q3 2024
Reduced 30.82%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
5,942
shares
|
$1.95 Million
0.09% of portfolio
|
Q3 2024
Added 575.23%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
5,929
shares
|
$1.95 Million
0.85% of portfolio
|
Q3 2023
Added 367.22%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
5,917
shares
|
$1.95 Million
0.13% of portfolio
|
Q3 2022
Reduced 1.5%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
5,888
shares
|
$1.94 Million
0.97% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
5,858
shares
|
$1.93 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
5,797
shares
|
$1.91 Million
0.55% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
5,792
shares
|
$1.9 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
5,778
shares
|
$1.9 Million
0.09% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
5,730
shares
|
$1.88 Million
0.07% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
5,723
shares
|
$1.88 Million
0.05% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Ade, LLC
|
Oct 25, 2024 Q3 2024 |
5,713
shares
|
$1.88 Million
1.12% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 11, 2024 Q3 2024 |
5,696
shares
|
$1.87 Million
1.19% of portfolio
|
Q3 2024
Reduced 50.0%
|