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 |
|---|---|---|---|---|---|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,657
shares
|
$1.63 Million
0.27% of portfolio
|
Q1 2023
Reduced 0.43%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
4,641
shares
|
$1.62 Million
1.03% of portfolio
|
Q2 2025
Reduced 18.52%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jul 07, 2025 Q2 2025 |
4,626
shares
|
$1.62 Million
0.91% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
4,610
shares
|
$1.61 Million
0.17% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,603
shares
|
$1.61 Million
0.14% of portfolio
|
Q2 2025
Added 49.98%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
4,597
shares
|
$1.61 Million
0.7% of portfolio
|
Q1 2024
New holding
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
4,596
shares
|
$1.61 Million
0.91% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
4,595
shares
|
$1.61 Million
0.72% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
4,570
shares
|
$1.6 Million
0.11% of portfolio
|
Q1 2025
Added 31.81%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
4,569
shares
|
$1.6 Million
0.62% of portfolio
|
Q2 2025
Reduced 33.03%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
4,541
shares
|
$1.59 Million
0.02% of portfolio
|
Q2 2025
Added 11.41%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
4,537
shares
|
$1.59 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
4,535
shares
|
$1.59 Million
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
4,528
shares
|
$1.58 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
4,523
shares
|
$1.58 Million
0.1% of portfolio
|
Q1 2025
Added 21.49%
|
|
|
Crestmont Private Wealth LLC
|
Aug 13, 2025 Q2 2025 |
4,522
shares
|
$1.58 Million
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
4,474
shares
|
$1.56 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
4,458
shares
|
$1.56 Million
0.82% of portfolio
|
Q1 2025
Reduced 7.16%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,419
shares
|
$1.55 Million
0.07% of portfolio
|
Q3 2022
Reduced 11.92%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
4,403
shares
|
$1.54 Million
0.61% of portfolio
|
Q2 2025
Added 148.34%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
4,372
shares
|
$1.53 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
4,368
shares
|
$1.53 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
4,366
shares
|
$1.53 Million
0.25% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,323
shares
|
$1.51 Million
0.06% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
4,317
shares
|
$1.51 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.25%
|