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 |
|---|---|---|---|---|---|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
3,568
shares
|
$1.17 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
3,568
shares
|
$1.17 Million
0.34% of portfolio
|
Q1 2024
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
3,561
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
3,561
shares
|
$1.17 Million
0.45% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
3,554
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
3,538
shares
|
$1.16 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,534
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
3,533
shares
|
$1.16 Million
0.08% of portfolio
|
Q1 2024
Added 5.91%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,529
shares
|
$1.16 Million
0.68% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
3,528
shares
|
$1.16 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
3,524
shares
|
$1.16 Million
1.1% of portfolio
|
Q3 2024
Reduced 19.98%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
3,505
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,472
shares
|
$1.14 Million
0.14% of portfolio
|
Q1 2023
Reduced 8.46%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
3,461
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
3,460
shares
|
$1.14 Million
0.62% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 12, 2024 Q2 2024 |
3,440
shares
|
$1.13 Million
0.54% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,421
shares
|
$1.13 Million
0.46% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
3,419
shares
|
$1.12 Million
0.77% of portfolio
|
Q3 2023
Added 0.89%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,400
shares
|
$1.12 Million
0.09% of portfolio
|
Q1 2022
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,379
shares
|
$1.11 Million
0.18% of portfolio
|
Q2 2022
Added 0.15%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,379
shares
|
$1.11 Million
0.13% of portfolio
|
Q2 2024
Reduced 77.89%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
3,373
shares
|
$1.11 Million
0.1% of portfolio
|
Q2 2022
Added 23.51%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
3,313
shares
|
$1.09 Million
0.19% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,309
shares
|
$1.09 Million
0.3% of portfolio
|
Q3 2022
Reduced 1.11%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
3,306
shares
|
$1.09 Million
0.08% of portfolio
|
Q1 2024
New holding
|