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 |
|---|---|---|---|---|---|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
6,797
shares
|
$2.38 Million
0.34% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
6,773
shares
|
$2.37 Million
1.91% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
6,763
shares
|
$2.37 Million
0.02% of portfolio
|
Q2 2025
Reduced 51.36%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
6,719
shares
|
$2.35 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
6,708
shares
|
$2.35 Million
0.05% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
6,697
shares
|
$2.34 Million
0.24% of portfolio
|
Q2 2024
Added 4.53%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
6,690
shares
|
$2.34 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
6,684
shares
|
$2.34 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
6,675
shares
|
$2.33 Million
0.06% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
6,663
shares
|
$2.33 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
6,644
shares
|
$2.32 Million
0.29% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
6,585
shares
|
$2.3 Million
1.12% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
6,564
shares
|
$2.3 Million
0.81% of portfolio
|
Q2 2025
Added 16.05%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
6,470
shares
|
$2.26 Million
0.04% of portfolio
|
Q2 2025
Added 137.34%
|
|
|
Sja Financial Advisory, LLC
|
Aug 06, 2025 Q2 2025 |
6,419
shares
|
$2.24 Million
1.5% of portfolio
|
Q2 2025
Reduced 22.89%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
6,402
shares
|
$2.24 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
6,394
shares
|
$2.24 Million
0.66% of portfolio
|
Q1 2024
New holding
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
6,386
shares
|
$2.23 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
6,351
shares
|
$2.22 Million
0.51% of portfolio
|
Q2 2025
Added 17.79%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
6,334
shares
|
$2.21 Million
0.1% of portfolio
|
Q1 2025
Added 241.27%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
6,325
shares
|
$2.21 Million
0.45% of portfolio
|
Q2 2023
Reduced 1.86%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
6,267
shares
|
$2.19 Million
0.15% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
6,247
shares
|
$2.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
6,153
shares
|
$2.15 Million
0.42% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
6,095
shares
|
$2.13 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.81%
|