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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
4,305
shares
|
$1.51 Million
0.04% of portfolio
|
Q2 2025
Added 28.62%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
4,299
shares
|
$1.5 Million
0.85% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
4,290
shares
|
$1.5 Million
0.29% of portfolio
|
Q3 2023
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
4,268
shares
|
$1.49 Million
0.06% of portfolio
|
Q2 2025
Added 127.02%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
4,221
shares
|
$1.48 Million
0.07% of portfolio
|
Q1 2024
Added 5.53%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
4,194
shares
|
$1.47 Million
0.22% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
4,193
shares
|
$1.47 Million
0.23% of portfolio
|
Q1 2025
Reduced 18.17%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
4,188
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
4,182
shares
|
$1.46 Million
0.53% of portfolio
|
Q2 2018
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
4,139
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2023
Added 39.64%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
4,115
shares
|
$1.44 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,104
shares
|
$1.44 Million
0.05% of portfolio
|
Q3 2022
Reduced 2.4%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
4,084
shares
|
$1.43 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.2%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
4,076
shares
|
$1.43 Million
0.36% of portfolio
|
Q3 2023
Reduced 0.44%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
4,073
shares
|
$1.42 Million
0.02% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
4,060
shares
|
$1.42 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
4,043
shares
|
$1.41 Million
1.08% of portfolio
|
Q4 2019
Reduced 98.41%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,040
shares
|
$1.41 Million
0.08% of portfolio
|
Q4 2022
Added 64.5%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
4,036
shares
|
$1.41 Million
0.27% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
4,029
shares
|
$1.41 Million
0.63% of portfolio
|
Q2 2022
Reduced 78.8%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
4,010
shares
|
$1.4 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.5%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
3,995
shares
|
$1.4 Million
0.66% of portfolio
|
Q4 2023
Reduced 10.71%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
3,981
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Reduced 93.49%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
3,975
shares
|
$1.39 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
3,958
shares
|
$1.38 Million
0.06% of portfolio
|
Q2 2025
Added 1.05%
|