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 |
|---|---|---|---|---|---|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
3,151
shares
|
$1.06 Million
0.1% of portfolio
|
Q3 2023
Added 49.69%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
3,151
shares
|
$1.06 Million
0.19% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
3,150
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2019
Reduced 4.55%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
3,124
shares
|
$1.05 Million
0.26% of portfolio
|
Q4 2024
Added 57.14%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
3,122
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
3,122
shares
|
$1.05 Million
0.26% of portfolio
|
Q4 2024
Added 312100.0%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
3,121
shares
|
$1.05 Million
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
3,084
shares
|
$1.04 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
3,075
shares
|
$1.03 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
3,045
shares
|
$1.02 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Cortland Associates Inc
|
Jan 23, 2025 Q4 2024 |
3,038
shares
|
$1.02 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
3,038
shares
|
$1.02 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
3,030
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Ami Asset Management Corp
|
Jan 16, 2025 Q4 2024 |
3,020
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2024
Added 108.42%
|
|
|
Chandler Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
3,000
shares
|
$1.01 Million
0.18% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,989
shares
|
$1 Million
0.03% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
2,965
shares
|
$996,328
0.19% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
2,960
shares
|
$994,648
0.12% of portfolio
|
Q3 2024
Added 23.8%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
2,957
shares
|
$993,640
0.39% of portfolio
|
Q3 2024
Reduced 37.55%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
2,954
shares
|
$992,632
0.11% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,945
shares
|
$989,608
0.05% of portfolio
|
Q3 2023
Reduced 21.82%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
2,939
shares
|
$987,592
0.01% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,901
shares
|
$974,823
0.05% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
2,895
shares
|
$972,806
0.55% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
2,894
shares
|
$972,470
0.12% of portfolio
|
Q3 2024
Added 0.03%
|