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 |
|---|---|---|---|---|---|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
1,845
shares
|
$611,968
0.02% of portfolio
|
Q1 2022
Reduced 1.86%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
1,843
shares
|
$611,304
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Astoria Strategic Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
1,836
shares
|
$608,982
0.17% of portfolio
|
Q3 2024
Reduced 21.13%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 24, 2024 Q3 2024 |
1,832
shares
|
$607,656
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
1,829
shares
|
$606,661
0.31% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,829
shares
|
$606,661
0.13% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
1,823
shares
|
$604,670
0.04% of portfolio
|
Q4 2022
Added 35.54%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Nov 12, 2024 Q3 2024 |
1,819
shares
|
$603,344
0.2% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
1,811
shares
|
$600,690
0.07% of portfolio
|
Q3 2024
Reduced 17.31%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
1,811
shares
|
$600,690
0.05% of portfolio
|
Q3 2024
Added 16.99%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
1,780
shares
|
$590,408
0.03% of portfolio
|
Q1 2024
Added 7.75%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
1,780
shares
|
$590,408
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
1,778
shares
|
$589,744
0.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
1,772
shares
|
$587,754
0.32% of portfolio
|
Q4 2021
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
1,771
shares
|
$587,422
0.01% of portfolio
|
Q3 2024
Added 11.03%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,766
shares
|
$585,764
0.08% of portfolio
|
Q1 2024
Reduced 23.18%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,760
shares
|
$583,774
0.02% of portfolio
|
Q1 2024
Added 29.7%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,758
shares
|
$583,111
0.29% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Aaf Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,749
shares
|
$580,125
0.28% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
1,746
shares
|
$579,130
0.3% of portfolio
|
Q3 2024
Reduced 16.14%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
1,744
shares
|
$578,467
0.05% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
1,733
shares
|
$574,818
0.05% of portfolio
|
Q2 2023
Added 3.59%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,722
shares
|
$571,170
0.03% of portfolio
|
Q3 2022
Added 7.16%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,714
shares
|
$568,516
0.12% of portfolio
|
Q1 2024
Added 44.89%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
1,704
shares
|
$565,199
0.02% of portfolio
|
Q3 2024
Added 15.68%
|