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 |
|---|---|---|---|---|---|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
2,683
shares
|
$938,245
0.43% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
2,681
shares
|
$937,545
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
2,680
shares
|
$937,196
0.08% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,674
shares
|
$935,097
0.28% of portfolio
|
Q1 2023
Reduced 3.54%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,644
shares
|
$924,606
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
2,631
shares
|
$920,060
0.28% of portfolio
|
Q1 2025
Reduced 34.88%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
2,627
shares
|
$918,661
0.1% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
2,610
shares
|
$912,717
0.03% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
2,606
shares
|
$911,318
0.02% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
2,604
shares
|
$910,618
0.03% of portfolio
|
Q2 2025
Added 38.22%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jul 28, 2025 Q2 2025 |
2,570
shares
|
$898,729
0.05% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
2,569
shares
|
$898,379
0.4% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
2,566
shares
|
$897,330
0.03% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
2,553
shares
|
$892,784
0.01% of portfolio
|
Q4 2022
Added 19.52%
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,549
shares
|
$891,385
0.34% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
2,535
shares
|
$886,489
0.07% of portfolio
|
Q2 2025
Added 33.99%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,531
shares
|
$885,090
0.06% of portfolio
|
Q3 2023
Reduced 7.32%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
2,529
shares
|
$884,391
0.13% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,525
shares
|
$882,992
0.02% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,506
shares
|
$876,348
0.06% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
2,500
shares
|
$874,250
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,483
shares
|
$868,305
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
2,471
shares
|
$864,108
0.05% of portfolio
|
Q2 2025
Reduced 18.23%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
2,456
shares
|
$858,863
0.02% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,440
shares
|
$853,268
0.03% of portfolio
|
Q2 2025
Added 1.79%
|