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 |
|---|---|---|---|---|---|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
2,117
shares
|
$740,314
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
2,114
shares
|
$739,265
0.07% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Aug 08, 2025 Q2 2025 |
2,110
shares
|
$737,867
0.17% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
2,100
shares
|
$734,370
0.03% of portfolio
|
Q3 2023
Reduced 23.47%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
2,099
shares
|
$734,020
0.19% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
2,086
shares
|
$729,474
0.11% of portfolio
|
Q3 2023
Reduced 95.04%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
2,061
shares
|
$720,731
0.1% of portfolio
|
Q2 2025
Reduced 72.06%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
2,054
shares
|
$718,283
0.07% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,054
shares
|
$718,283
0.0% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,040
shares
|
$713,388
0.01% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
2,038
shares
|
$712,688
0.28% of portfolio
|
Q4 2017
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,032
shares
|
$710,590
0.36% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
2,030
shares
|
$709,891
0.02% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
2,029
shares
|
$709,541
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
2,026
shares
|
$708,492
0.08% of portfolio
|
Q2 2025
Added 18.0%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
2,018
shares
|
$705,694
0.03% of portfolio
|
Q2 2025
Added 24.18%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
2,007
shares
|
$701,847
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
2,007
shares
|
$701,847
0.67% of portfolio
|
Q4 2022
Reduced 10.92%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1,997
shares
|
$698,350
0.12% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
1,995
shares
|
$697,651
0.05% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
1,980
shares
|
$692,406
0.01% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Parthenon LLC
|
Jul 29, 2025 Q2 2025 |
1,980
shares
|
$692,406
0.08% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
1,975
shares
|
$690,657
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
1,973
shares
|
$689,958
0.5% of portfolio
|
Q2 2025
Added 11.22%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Aug 12, 2025 Q2 2025 |
1,970
shares
|
$688,909
0.01% of portfolio
|
Q2 2025
Reduced 56.76%
|