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 |
|---|---|---|---|---|---|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
5,028
shares
|
$1.76 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,007
shares
|
$1.75 Million
0.03% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Jul 31, 2025 Q2 2025 |
5,007
shares
|
$1.75 Million
1.6% of portfolio
|
Q2 2025
Added 3283.11%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
5,006
shares
|
$1.75 Million
0.05% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
4,998
shares
|
$1.75 Million
0.05% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,991
shares
|
$1.75 Million
0.1% of portfolio
|
Q4 2023
Reduced 0.8%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,919
shares
|
$1.72 Million
0.23% of portfolio
|
Q2 2025
Added 14.1%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
4,900
shares
|
$1.71 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
4,843
shares
|
$1.69 Million
0.11% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
4,828
shares
|
$1.69 Million
0.07% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,827
shares
|
$1.69 Million
0.16% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
4,819
shares
|
$1.69 Million
0.45% of portfolio
|
Q2 2025
Added 31.16%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
4,810
shares
|
$1.68 Million
0.68% of portfolio
|
Q4 2023
Reduced 2.04%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
4,802
shares
|
$1.68 Million
0.13% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
4,801
shares
|
$1.68 Million
0.01% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
4,793
shares
|
$1.68 Million
0.79% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
4,790
shares
|
$1.68 Million
0.02% of portfolio
|
Q2 2025
Added 16.55%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
4,772
shares
|
$1.67 Million
0.06% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
4,764
shares
|
$1.67 Million
0.04% of portfolio
|
Q2 2025
Added 23.55%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
4,764
shares
|
$1.67 Million
0.08% of portfolio
|
Q2 2025
Added 23.55%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
4,748
shares
|
$1.66 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.98%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
4,748
shares
|
$1.66 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
4,730
shares
|
$1.65 Million
0.28% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
4,703
shares
|
$1.64 Million
0.06% of portfolio
|
Q2 2025
Added 55.52%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,698
shares
|
$1.64 Million
0.22% of portfolio
|
Q3 2021
Reduced 18.01%
|