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 |
|---|---|---|---|---|---|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,379
shares
|
$1.18 Million
0.13% of portfolio
|
Q2 2024
Reduced 77.89%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
3,374
shares
|
$1.18 Million
1.09% of portfolio
|
Q2 2025
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
3,373
shares
|
$1.18 Million
0.11% of portfolio
|
Q2 2022
Added 23.51%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
3,342
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Added 97.4%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,318
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
3,313
shares
|
$1.16 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
3,311
shares
|
$1.16 Million
0.19% of portfolio
|
Q2 2025
Added 251.49%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,309
shares
|
$1.16 Million
0.3% of portfolio
|
Q3 2022
Reduced 1.11%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
3,305
shares
|
$1.16 Million
0.06% of portfolio
|
Q2 2025
Added 135.23%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
3,296
shares
|
$1.15 Million
0.37% of portfolio
|
Q2 2025
Added 111.55%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
3,288
shares
|
$1.15 Million
0.24% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
3,270
shares
|
$1.14 Million
0.26% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
3,270
shares
|
$1.14 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
3,267
shares
|
$1.14 Million
0.77% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
3,264
shares
|
$1.14 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,258
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
3,255
shares
|
$1.14 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
3,227
shares
|
$1.13 Million
0.45% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
3,222
shares
|
$1.13 Million
0.35% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
3,206
shares
|
$1.12 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,189
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jul 28, 2025 Q2 2025 |
3,186
shares
|
$1.11 Million
1.02% of portfolio
|
Q2 2025
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
3,176
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
3,174
shares
|
$1.11 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
3,173
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.14%
|