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 $30.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,615
shares
|
$1.52 Million
0.1% of portfolio
|
Q3 2024
Reduced 50.27%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
4,597
shares
|
$1.51 Million
0.69% of portfolio
|
Q1 2024
New holding
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
4,593
shares
|
$1.51 Million
0.73% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
4,581
shares
|
$1.51 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Oct 01, 2024 Q3 2024 |
4,577
shares
|
$1.51 Million
0.85% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
4,560
shares
|
$1.5 Million
0.34% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
4,548
shares
|
$1.5 Million
0.12% of portfolio
|
Q3 2024
Reduced 8.99%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
4,536
shares
|
$1.49 Million
0.16% of portfolio
|
Q3 2024
Added 29.19%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
4,535
shares
|
$1.49 Million
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
4,534
shares
|
$1.49 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Mc Carthy Asset Management, Inc.
|
Nov 15, 2024 Q3 2024 |
4,434
shares
|
$1.46 Million
1.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,419
shares
|
$1.45 Million
0.07% of portfolio
|
Q3 2022
Reduced 11.92%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
4,402
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,402
shares
|
$1.45 Million
0.04% of portfolio
|
Q3 2024
Added 18.72%
|
|
|
Avity Investment Management Inc.
|
Oct 10, 2024 Q3 2024 |
4,397
shares
|
$1.45 Million
0.11% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
4,395
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,383
shares
|
$1.44 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
4,364
shares
|
$1.44 Million
0.04% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
4,350
shares
|
$1.43 Million
0.26% of portfolio
|
Q3 2024
Reduced 10.25%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
4,341
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.05%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
4,340
shares
|
$1.43 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
4,317
shares
|
$1.42 Million
0.09% of portfolio
|
Q3 2023
Reduced 2.26%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
4,298
shares
|
$1.41 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
4,296
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
4,295
shares
|
$1.41 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.24%
|