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 1,373 institutions that hold shares in the stock, with a total of 93.2 Million shares, which have been reported (via 13F filing form) to have a value of $30.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
2,320
shares
|
$769,520
0.07% of portfolio
|
Q3 2024
Added 68.73%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
2,308
shares
|
$765,540
0.03% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,300
shares
|
$762,887
0.57% of portfolio
|
Q3 2023
Reduced 28.13%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
2,291
shares
|
$759,901
0.07% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
2,283
shares
|
$757,248
0.19% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
2,280
shares
|
$756,253
0.08% of portfolio
|
Q2 2024
Added 41.88%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
2,251
shares
|
$746,634
0.21% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,249
shares
|
$745,970
0.06% of portfolio
|
Q2 2023
Reduced 25.78%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
2,247
shares
|
$745,307
0.3% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 29, 2024 Q3 2024 |
2,244
shares
|
$744,312
0.4% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
2,240
shares
|
$742,985
0.02% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
2,232
shares
|
$740,332
0.05% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
2,224
shares
|
$737,678
0.04% of portfolio
|
Q1 2024
Added 28.85%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 07, 2024 Q3 2024 |
2,217
shares
|
$735,356
0.18% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
2,214
shares
|
$734,361
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
2,212
shares
|
$733,698
0.17% of portfolio
|
Q2 2024
Added 50.48%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
2,208
shares
|
$732,371
0.03% of portfolio
|
Q3 2023
Reduced 8.8%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
2,204
shares
|
$731,044
0.09% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Riverbridge Partners LLC
|
Oct 15, 2024 Q3 2024 |
2,204
shares
|
$731,044
0.01% of portfolio
|
Q4 2023
Reduced 2.39%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
2,201
shares
|
$730,049
0.21% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,195
shares
|
$728,059
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
2,185
shares
|
$724,742
0.22% of portfolio
|
Q3 2024
Reduced 19.04%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 28, 2024 Q3 2024 |
2,175
shares
|
$721,425
0.31% of portfolio
|
Q3 2024
Added 15.69%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
2,169
shares
|
$719,435
0.09% of portfolio
|
Q3 2024
Reduced 24.9%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
2,167
shares
|
$718,772
0.11% of portfolio
|
Q2 2024
Reduced 0.91%
|