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 |
|---|---|---|---|---|---|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
2,007
shares
|
$665,701
0.67% of portfolio
|
Q4 2022
Reduced 10.92%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
2,000
shares
|
$663,380
0.13% of portfolio
|
Q4 2022
Reduced 4.76%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
2,000
shares
|
$663,380
0.17% of portfolio
|
Q3 2024
Reduced 18.37%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
1,998
shares
|
$662,716
0.05% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
1,997
shares
|
$662,384
0.14% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
|
Northside Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,995
shares
|
$661,721
0.1% of portfolio
|
Q1 2024
Reduced 6.12%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
1,993
shares
|
$661,058
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
1,988
shares
|
$659,399
0.16% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,979
shares
|
$656,414
0.04% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
1,978
shares
|
$656,082
0.05% of portfolio
|
Q2 2024
Reduced 8.81%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
1,973
shares
|
$654,424
0.14% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2024 Q3 2024 |
1,932
shares
|
$640,825
0.0% of portfolio
|
Q3 2024
Reduced 90.42%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,929
shares
|
$639,830
0.04% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
1,912
shares
|
$634,191
0.44% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
1,900
shares
|
$630,211
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
1,900
shares
|
$630,211
0.28% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
1,900
shares
|
$630,211
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Oct 28, 2024 Q3 2024 |
1,881
shares
|
$623,908
0.46% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
1,879
shares
|
$623,245
0.26% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
1,869
shares
|
$619,928
0.11% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,859
shares
|
$616,611
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
1,856
shares
|
$615,616
0.04% of portfolio
|
Q4 2023
Added 14.43%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,856
shares
|
$615,616
0.07% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
1,855
shares
|
$615,284
0.32% of portfolio
|
Q2 2022
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
1,853
shares
|
$614,621
0.06% of portfolio
|
Q2 2024
Added 14.24%
|