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 |
|---|---|---|---|---|---|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
5,479
shares
|
$1.92 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
5,472
shares
|
$1.91 Million
1.07% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
5,440
shares
|
$1.9 Million
0.16% of portfolio
|
Q4 2023
Added 0.11%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
5,427
shares
|
$1.9 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
5,421
shares
|
$1.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
5,409
shares
|
$1.89 Million
0.87% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
5,395
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.31%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
5,370
shares
|
$1.88 Million
0.14% of portfolio
|
Q2 2025
Reduced 14.69%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
5,311
shares
|
$1.86 Million
0.03% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
5,279
shares
|
$1.85 Million
0.56% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
5,271
shares
|
$1.84 Million
0.34% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
5,218
shares
|
$1.82 Million
1.62% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
5,212
shares
|
$1.82 Million
0.08% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
5,193
shares
|
$1.82 Million
0.06% of portfolio
|
Q4 2022
Reduced 66.91%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
5,182
shares
|
$1.81 Million
0.52% of portfolio
|
Q4 2023
Added 0.23%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
5,163
shares
|
$1.81 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,160
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2022
Reduced 11.43%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
5,143
shares
|
$1.8 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
5,143
shares
|
$1.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
5,129
shares
|
$1.79 Million
0.26% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,127
shares
|
$1.79 Million
0.03% of portfolio
|
Q3 2022
Reduced 6.42%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
5,063
shares
|
$1.77 Million
0.15% of portfolio
|
Q2 2025
Added 4119.17%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
5,045
shares
|
$1.76 Million
0.02% of portfolio
|
Q2 2025
Added 22.13%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
5,043
shares
|
$1.76 Million
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
5,037
shares
|
$1.76 Million
0.34% of portfolio
|
Q2 2025
Added 0.26%
|