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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,901
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Tandem Capital Management Corp
|
Jul 23, 2025 Q2 2025 |
2,895
shares
|
$1.01 Million
0.56% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
2,895
shares
|
$1.01 Million
0.41% of portfolio
|
Q2 2025
Added 67.83%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
2,895
shares
|
$1.01 Million
0.12% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
2,873
shares
|
$1 Million
0.18% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,867
shares
|
$1 Million
0.35% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
2,866
shares
|
$1 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Jul 31, 2025 Q2 2025 |
2,842
shares
|
$993,847
1.64% of portfolio
|
Q2 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
2,840
shares
|
$993,148
0.21% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
2,824
shares
|
$987,552
0.06% of portfolio
|
Q2 2020
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
2,821
shares
|
$986,503
0.01% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
2,764
shares
|
$966,570
0.07% of portfolio
|
Q2 2025
Reduced 18.47%
|
|
|
Hemenway Trust CO LLC
|
Jul 23, 2025 Q2 2025 |
2,760
shares
|
$965,172
0.08% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
2,757
shares
|
$964,122
0.02% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
2,757
shares
|
$964,122
0.36% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
2,751
shares
|
$962,024
0.06% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
2,747
shares
|
$960,625
0.09% of portfolio
|
Q2 2025
Added 172.79%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
2,744
shares
|
$959,576
0.04% of portfolio
|
Q2 2025
Added 37.27%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
2,744
shares
|
$959,576
0.44% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
2,735
shares
|
$956,429
0.23% of portfolio
|
Q2 2025
Reduced 17.25%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
2,718
shares
|
$950,484
0.02% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
2,716
shares
|
$949,785
0.02% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
2,710
shares
|
$947,687
0.04% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
2,705
shares
|
$945,938
0.01% of portfolio
|
Q1 2021
Reduced 16.31%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
2,700
shares
|
$944,190
0.03% of portfolio
|
Q2 2025
Reduced 0.3%
|