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 |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,957
shares
|
$1.38 Million
0.09% of portfolio
|
Q2 2025
Reduced 67.31%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
3,939
shares
|
$1.38 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Mc Carthy Asset Management, Inc.
|
Jul 31, 2025 Q2 2025 |
3,916
shares
|
$1.37 Million
1.06% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Jul 29, 2025 Q2 2025 |
3,878
shares
|
$1.36 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
3,868
shares
|
$1.35 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
3,847
shares
|
$1.35 Million
0.04% of portfolio
|
Q2 2025
Added 23.34%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
3,844
shares
|
$1.34 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
3,813
shares
|
$1.33 Million
0.02% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
3,811
shares
|
$1.33 Million
0.09% of portfolio
|
Q2 2025
Added 27.84%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
3,806
shares
|
$1.33 Million
0.13% of portfolio
|
Q2 2025
Reduced 49.16%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
3,800
shares
|
$1.33 Million
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
3,764
shares
|
$1.32 Million
0.32% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
3,760
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2025
Added 20.09%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
3,759
shares
|
$1.31 Million
0.26% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
3,753
shares
|
$1.31 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
3,752
shares
|
$1.31 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
3,738
shares
|
$1.31 Million
0.02% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,710
shares
|
$1.3 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
3,698
shares
|
$1.29 Million
1.07% of portfolio
|
Q2 2025
Added 97.23%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
3,693
shares
|
$1.29 Million
0.34% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
3,692
shares
|
$1.29 Million
0.35% of portfolio
|
Q4 2024
Added 226.15%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
3,684
shares
|
$1.29 Million
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
3,680
shares
|
$1.29 Million
0.16% of portfolio
|
Q2 2025
Reduced 17.56%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
3,634
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
3,626
shares
|
$1.27 Million
0.11% of portfolio
|
Q1 2024
Added 2.52%
|