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 |
|---|---|---|---|---|---|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
1,700
shares
|
$563,873
0.05% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
1,700
shares
|
$563,873
0.15% of portfolio
|
Q4 2022
Added 10.47%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
1,691
shares
|
$560,887
0.18% of portfolio
|
Q1 2024
Added 95.27%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,690
shares
|
$560,556
0.1% of portfolio
|
Q3 2019
New holding
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
1,687
shares
|
$559,561
0.33% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2024 Q3 2024 |
1,684
shares
|
$558,565
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
1,682
shares
|
$557,902
0.03% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
1,671
shares
|
$554,253
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,660
shares
|
$550,605
0.05% of portfolio
|
Q4 2023
Reduced 1.54%
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
1,659
shares
|
$550,273
0.22% of portfolio
|
Q1 2024
Reduced 36.8%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
1,656
shares
|
$549,278
0.1% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,655
shares
|
$548,946
0.01% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
1,653
shares
|
$548,283
0.07% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
1,652
shares
|
$547,951
0.27% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
1,649
shares
|
$546,956
0.17% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
1,645
shares
|
$545,630
0.02% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
1,635
shares
|
$542,313
0.28% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
1,632
shares
|
$541,318
0.15% of portfolio
|
Q3 2024
Reduced 8.52%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
1,631
shares
|
$540,986
0.1% of portfolio
|
Q3 2024
Reduced 22.66%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
1,631
shares
|
$540,986
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,630
shares
|
$540,654
0.33% of portfolio
|
Q1 2022
Reduced 1.21%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,625
shares
|
$538,996
0.02% of portfolio
|
Q3 2024
Added 31.47%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
1,620
shares
|
$537,337
0.01% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
1,619
shares
|
$537,006
0.09% of portfolio
|
Q3 2024
Reduced 41.38%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
1,618
shares
|
$536,674
0.09% of portfolio
|
Q2 2024
Added 96.36%
|