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 |
|---|---|---|---|---|---|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,160
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2022
Reduced 11.43%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,127
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2022
Reduced 6.42%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
5,111
shares
|
$1.7 Million
0.24% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
5,065
shares
|
$1.68 Million
0.31% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Chandler Asset Management, Inc.
|
Oct 31, 2024 Q3 2024 |
5,000
shares
|
$1.66 Million
0.3% of portfolio
|
Q1 2021
Reduced 32.56%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
4,994
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
4,991
shares
|
$1.66 Million
0.11% of portfolio
|
Q4 2023
Reduced 0.8%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
4,960
shares
|
$1.65 Million
0.33% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,956
shares
|
$1.64 Million
0.86% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
4,918
shares
|
$1.63 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
4,913
shares
|
$1.63 Million
0.05% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
4,881
shares
|
$1.62 Million
0.35% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,881
shares
|
$1.62 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
4,867
shares
|
$1.61 Million
1.16% of portfolio
|
Q3 2024
Added 49.02%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
4,815
shares
|
$1.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 26.54%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
4,810
shares
|
$1.6 Million
0.66% of portfolio
|
Q4 2023
Reduced 2.04%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
4,763
shares
|
$1.58 Million
0.8% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
4,738
shares
|
$1.57 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,707
shares
|
$1.56 Million
0.03% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
4,702
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Added 54.98%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,698
shares
|
$1.56 Million
0.22% of portfolio
|
Q3 2021
Reduced 18.01%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,662
shares
|
$1.55 Million
0.06% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
4,659
shares
|
$1.55 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,657
shares
|
$1.54 Million
0.27% of portfolio
|
Q1 2023
Reduced 0.43%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
4,620
shares
|
$1.53 Million
0.25% of portfolio
|
Q3 2024
Added 7.69%
|