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 |
|---|---|---|---|---|---|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
2,440
shares
|
$853,268
0.18% of portfolio
|
Q2 2024
Reduced 1.97%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
2,427
shares
|
$848,721
0.09% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
2,420
shares
|
$846,274
0.02% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
2,407
shares
|
$841,727
0.19% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
2,389
shares
|
$835,433
0.31% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Penney Financial, LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
2,380
shares
|
$832,286
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Mycio Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
2,372
shares
|
$829,488
0.19% of portfolio
|
Q2 2025
Reduced 62.72%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,365
shares
|
$827,040
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mittelman Wealth Management
Andover, MA |
Aug 08, 2025 Q2 2025 |
2,352
shares
|
$822,494
0.67% of portfolio
|
Q2 2025
Added 73.84%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
2,334
shares
|
$816,199
0.13% of portfolio
|
Q2 2025
Added 17.52%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
2,334
shares
|
$816,199
0.14% of portfolio
|
Q1 2025
Added 145.17%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
2,333
shares
|
$815,850
0.02% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
2,331
shares
|
$815,150
0.08% of portfolio
|
Q2 2025
Reduced 26.42%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Jul 22, 2025 Q2 2025 |
2,330
shares
|
$814,801
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
2,329
shares
|
$814,451
0.38% of portfolio
|
Q2 2025
Added 142.86%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,316
shares
|
$809,905
0.39% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
2,316
shares
|
$809,905
0.14% of portfolio
|
Q2 2025
Reduced 16.87%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
2,300
shares
|
$804,310
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
2,293
shares
|
$801,862
0.18% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
2,292
shares
|
$801,512
0.04% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,291
shares
|
$801,162
0.01% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
2,278
shares
|
$796,616
0.18% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2,272
shares
|
$794,518
0.01% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
2,265
shares
|
$792,070
0.05% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
2,263
shares
|
$791,371
0.4% of portfolio
|
Q2 2025
Added 0.27%
|