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 |
|---|---|---|---|---|---|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
7,387
shares
|
$2.58 Million
0.5% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
7,334
shares
|
$2.56 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
7,334
shares
|
$2.56 Million
1.06% of portfolio
|
Q2 2025
Added 55.71%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
7,331
shares
|
$2.56 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
7,292
shares
|
$2.55 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
7,289
shares
|
$2.55 Million
0.52% of portfolio
|
Q2 2025
Reduced 20.57%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
7,282
shares
|
$2.55 Million
1.29% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
7,248
shares
|
$2.53 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
7,171
shares
|
$2.51 Million
0.02% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
7,153
shares
|
$2.5 Million
0.1% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
7,144
shares
|
$2.5 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
7,106
shares
|
$2.48 Million
0.0% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
7,098
shares
|
$2.48 Million
0.22% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,076
shares
|
$2.47 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
6,982
shares
|
$2.44 Million
0.35% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
6,982
shares
|
$2.44 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
6,979
shares
|
$2.44 Million
1.03% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,958
shares
|
$2.43 Million
0.04% of portfolio
|
Q2 2024
Added 85.2%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
6,955
shares
|
$2.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 94.54%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
6,936
shares
|
$2.43 Million
0.09% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
6,917
shares
|
$2.42 Million
0.75% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
6,890
shares
|
$2.41 Million
0.27% of portfolio
|
Q2 2024
Reduced 6.77%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
6,860
shares
|
$2.4 Million
0.56% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
6,859
shares
|
$2.4 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
6,850
shares
|
$2.4 Million
0.09% of portfolio
|
Q2 2024
Added 13.41%
|