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 1,457 institutions that hold shares in the stock, with a total of 96.1 Million shares, which have been reported (via 13F filing form) to have a value of $32.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Feb 10, 2025 Q4 2024 |
3,568
shares
|
$1.2 Million
0.41% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
3,568
shares
|
$1.2 Million
0.35% of portfolio
|
Q1 2024
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
3,567
shares
|
$1.2 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
3,561
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
3,554
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
3,542
shares
|
$1.19 Million
0.05% of portfolio
|
Q4 2024
Reduced 23.98%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
3,533
shares
|
$1.19 Million
0.08% of portfolio
|
Q1 2024
Added 5.91%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
3,528
shares
|
$1.19 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
3,524
shares
|
$1.18 Million
1.1% of portfolio
|
Q3 2024
Reduced 19.98%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
3,508
shares
|
$1.18 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
3,474
shares
|
$1.17 Million
0.08% of portfolio
|
Q4 2024
Reduced 50.86%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,472
shares
|
$1.17 Million
0.14% of portfolio
|
Q1 2023
Reduced 8.46%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
3,471
shares
|
$1.17 Million
0.57% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
3,467
shares
|
$1.17 Million
0.08% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
3,461
shares
|
$1.16 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
3,440
shares
|
$1.16 Million
0.52% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
3,419
shares
|
$1.15 Million
0.74% of portfolio
|
Q3 2023
Added 0.89%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
3,400
shares
|
$1.14 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
3,400
shares
|
$1.14 Million
0.1% of portfolio
|
Q1 2022
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,379
shares
|
$1.14 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
|
$1.14 Million
0.13% of portfolio
|
Q2 2024
Reduced 77.89%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
3,373
shares
|
$1.13 Million
0.11% of portfolio
|
Q2 2022
Added 23.51%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,350
shares
|
$1.13 Million
0.45% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,347
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Added 12.73%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
3,330
shares
|
$1.12 Million
0.09% of portfolio
|
Q4 2024
Reduced 24.27%
|