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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
452,883
shares
|
$152 Million
0.23% of portfolio
|
Q4 2024
Added 11.79%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
406,027
shares
|
$136 Million
46.92% of portfolio
|
Q2 2022
Reduced 0.76%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
400,000
shares
|
$134 Million
1.73% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
398,558
shares
|
$134 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
379,000
shares
|
$127 Million
0.29% of portfolio
|
Q4 2024
Added 175.84%
|
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
377,918
shares
|
$127 Million
36.06% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
377,748
shares
|
$127 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
375,997
shares
|
$126 Million
0.16% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
362,414
shares
|
$122 Million
21.13% of portfolio
|
Q2 2022
Reduced 1.47%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
345,708
shares
|
$116 Million
15.66% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
334,499
shares
|
$112 Million
1.69% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
310,883
shares
|
$104 Million
0.22% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
310,196
shares
|
$104 Million
6.25% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
290,455
shares
|
$97.6 Million
0.12% of portfolio
|
Q4 2024
Added 108.95%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
289,397
shares
|
$97.2 Million
0.05% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
287,041
shares
|
$96.5 Million
1.58% of portfolio
|
Q3 2022
Added 49.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
277,205
shares
|
$93.1 Million
0.19% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
250,392
shares
|
$84.1 Million
8.84% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
249,903
shares
|
$84 Million
2.22% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
247,251
shares
|
$83.1 Million
0.09% of portfolio
|
Q4 2024
Added 23.55%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
238,935
shares
|
$80.3 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
229,428
shares
|
$77.1 Million
17.42% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
228,141
shares
|
$76.7 Million
0.26% of portfolio
|
Q4 2024
Added 13.77%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
225,096
shares
|
$75.6 Million
1.25% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
224,477
shares
|
$75.4 Million
5.27% of portfolio
|
Q4 2024
Reduced 1.6%
|