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 |
|---|---|---|---|---|---|
|
Andrews, Lucia Wealth Management LLC
|
Oct 11, 2024 Q3 2024 |
5,696
shares
|
$1.89 Million
1.19% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
5,690
shares
|
$1.89 Million
0.25% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
5,637
shares
|
$1.87 Million
0.12% of portfolio
|
Q2 2024
Reduced 4.36%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
5,631
shares
|
$1.87 Million
0.78% of portfolio
|
Q2 2022
Added 17.66%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
5,628
shares
|
$1.87 Million
1.06% of portfolio
|
Q4 2022
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
5,609
shares
|
$1.86 Million
0.43% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
5,578
shares
|
$1.85 Million
0.18% of portfolio
|
Q3 2022
Reduced 1.41%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
5,564
shares
|
$1.85 Million
0.25% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
5,556
shares
|
$1.84 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
5,494
shares
|
$1.82 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
5,487
shares
|
$1.82 Million
0.08% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
5,486
shares
|
$1.82 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
5,452
shares
|
$1.81 Million
0.62% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
5,444
shares
|
$1.81 Million
0.27% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
5,440
shares
|
$1.8 Million
0.16% of portfolio
|
Q4 2023
Added 0.11%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
5,394
shares
|
$1.79 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
5,366
shares
|
$1.78 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
5,323
shares
|
$1.77 Million
0.42% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
5,263
shares
|
$1.75 Million
0.37% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
5,240
shares
|
$1.74 Million
0.4% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
5,209
shares
|
$1.73 Million
1.7% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
5,193
shares
|
$1.72 Million
0.06% of portfolio
|
Q4 2022
Reduced 66.91%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,182
shares
|
$1.72 Million
0.5% of portfolio
|
Q4 2023
Added 0.23%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
5,181
shares
|
$1.72 Million
0.03% of portfolio
|
Q3 2024
Added 50.87%
|
|
|
Parisi Gray Wealth Management
|
Oct 07, 2024 Q3 2024 |
5,160
shares
|
$1.71 Million
0.54% of portfolio
|
Q3 2024
Added 0.16%
|