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 |
|---|---|---|---|---|---|
|
Hemenway Trust CO LLC
|
Feb 12, 2025 Q4 2024 |
2,890
shares
|
$971,126
0.08% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
2,867
shares
|
$963,398
0.35% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
2,855
shares
|
$959,365
0.06% of portfolio
|
Q2 2023
Reduced 4.99%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
2,840
shares
|
$954,325
0.22% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
2,824
shares
|
$948,948
0.06% of portfolio
|
Q2 2020
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
2,813
shares
|
$945,252
0.04% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
2,772
shares
|
$931,475
0.34% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
2,767
shares
|
$929,795
0.02% of portfolio
|
Q4 2024
Reduced 9.66%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
2,762
shares
|
$928,114
0.37% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,761
shares
|
$927,778
0.06% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
2,754
shares
|
$925,426
0.15% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
2,752
shares
|
$924,754
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
2,735
shares
|
$919,042
0.19% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
2,708
shares
|
$909,969
0.03% of portfolio
|
Q4 2024
Reduced 32.44%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
2,705
shares
|
$908,961
0.01% of portfolio
|
Q1 2021
Reduced 16.31%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
2,692
shares
|
$904,592
0.03% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
2,689
shares
|
$903,584
0.36% of portfolio
|
Q4 2024
Added 15.61%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
2,675
shares
|
$898,880
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,674
shares
|
$898,544
0.28% of portfolio
|
Q1 2023
Reduced 3.54%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
2,669
shares
|
$896,864
0.14% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
2,660
shares
|
$893,839
0.02% of portfolio
|
Q4 2024
Added 179.41%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,644
shares
|
$888,463
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,633
shares
|
$884,766
0.03% of portfolio
|
Q4 2024
Reduced 40.19%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
2,633
shares
|
$884,766
0.1% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
2,619
shares
|
$880,062
0.03% of portfolio
|
Q4 2024
Added 13.47%
|