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 97.5 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 |
|---|---|---|---|---|---|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
3,170
shares
|
$1.11 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Aug 07, 2025 Q2 2025 |
3,166
shares
|
$1.11 Million
0.76% of portfolio
|
Q2 2025
Added 81.95%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
3,165
shares
|
$1.11 Million
0.07% of portfolio
|
Q4 2023
Reduced 1.22%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
3,157
shares
|
$1.1 Million
0.36% of portfolio
|
Q4 2021
New holding
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
3,151
shares
|
$1.1 Million
0.1% of portfolio
|
Q3 2023
Added 49.69%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,151
shares
|
$1.1 Million
0.18% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
3,150
shares
|
$1.1 Million
0.06% of portfolio
|
Q4 2019
Reduced 4.55%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
3,138
shares
|
$1.1 Million
0.05% of portfolio
|
Q2 2025
Added 37.93%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
3,124
shares
|
$1.09 Million
0.25% of portfolio
|
Q4 2024
Added 57.14%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
3,121
shares
|
$1.09 Million
0.12% of portfolio
|
Q2 2025
Reduced 64.25%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
3,086
shares
|
$1.08 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
3,084
shares
|
$1.08 Million
0.3% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
3,057
shares
|
$1.07 Million
0.18% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
3,045
shares
|
$1.06 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,042
shares
|
$1.06 Million
0.35% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
Cortland Associates Inc
|
Jul 23, 2025 Q2 2025 |
3,038
shares
|
$1.06 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
3,030
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,003
shares
|
$1.05 Million
0.49% of portfolio
|
Q2 2025
Reduced 37.74%
|
|
|
Chandler Asset Management, Inc.
|
Aug 08, 2025 Q2 2025 |
3,000
shares
|
$1.05 Million
0.18% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
2,969
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,957
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 11.84%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,952
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
2,945
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2023
Reduced 21.82%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
2,913
shares
|
$1.02 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,907
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Added 42.29%
|