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 |
|---|---|---|---|---|---|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
3,970
shares
|
$1.31 Million
0.05% of portfolio
|
Q1 2024
Added 2.69%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
3,900
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
3,900
shares
|
$1.29 Million
0.06% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
3,894
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
3,869
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
Added 24.25%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
3,846
shares
|
$1.27 Million
0.27% of portfolio
|
Q3 2023
Added 2.26%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
3,844
shares
|
$1.27 Million
0.22% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
3,841
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2024
Reduced 82.59%
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
3,800
shares
|
$1.26 Million
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
3,797
shares
|
$1.26 Million
0.24% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
3,769
shares
|
$1.25 Million
0.19% of portfolio
|
Q3 2024
Added 182.75%
|
|
|
Alcosta Capital Management, Inc.
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
3,763
shares
|
$1.24 Million
0.71% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
3,762
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
3,754
shares
|
$1.24 Million
0.43% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,754
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
3,726
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Reduced 27.92%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
3,723
shares
|
$1.23 Million
0.07% of portfolio
|
Q4 2022
Reduced 18.43%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
3,693
shares
|
$1.22 Million
0.34% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2024 Q3 2024 |
3,684
shares
|
$1.22 Million
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,679
shares
|
$1.22 Million
0.17% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
3,653
shares
|
$1.21 Million
0.09% of portfolio
|
Q3 2024
Added 24.63%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
3,626
shares
|
$1.2 Million
0.12% of portfolio
|
Q1 2024
Added 2.52%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
3,606
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
3,595
shares
|
$1.19 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
3,576
shares
|
$1.18 Million
0.76% of portfolio
|
Q3 2024
Added 0.34%
|