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 |
|---|---|---|---|---|---|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
4,295
shares
|
$1.42 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
4,290
shares
|
$1.42 Million
0.29% of portfolio
|
Q3 2023
New holding
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
4,284
shares
|
$1.42 Million
0.88% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
4,221
shares
|
$1.4 Million
0.07% of portfolio
|
Q1 2024
Added 5.53%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
4,213
shares
|
$1.4 Million
0.22% of portfolio
|
Q2 2024
Added 52.15%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,211
shares
|
$1.4 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
4,206
shares
|
$1.4 Million
0.09% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
4,182
shares
|
$1.39 Million
0.5% of portfolio
|
Q2 2018
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
4,139
shares
|
$1.37 Million
0.04% of portfolio
|
Q1 2023
Added 39.64%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
4,125
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Added 231.33%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,104
shares
|
$1.36 Million
0.05% of portfolio
|
Q3 2022
Reduced 2.4%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
4,076
shares
|
$1.35 Million
0.36% of portfolio
|
Q3 2023
Reduced 0.44%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
4,047
shares
|
$1.34 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
4,047
shares
|
$1.34 Million
0.16% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
4,043
shares
|
$1.34 Million
0.93% of portfolio
|
Q4 2019
Reduced 98.41%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
4,040
shares
|
$1.34 Million
0.54% of portfolio
|
Q3 2024
Added 37.41%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,040
shares
|
$1.34 Million
0.08% of portfolio
|
Q4 2022
Added 64.5%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
4,036
shares
|
$1.34 Million
0.27% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
4,035
shares
|
$1.34 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
4,029
shares
|
$1.34 Million
0.63% of portfolio
|
Q2 2022
Reduced 78.8%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
4,010
shares
|
$1.33 Million
0.06% of portfolio
|
Q1 2024
Reduced 4.52%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
4,010
shares
|
$1.33 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.5%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
4,008
shares
|
$1.33 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
3,995
shares
|
$1.33 Million
0.66% of portfolio
|
Q4 2023
Reduced 10.71%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
3,981
shares
|
$1.32 Million
0.07% of portfolio
|
Q2 2023
Added 17.71%
|