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 |
|---|---|---|---|---|---|
|
Sage Private Wealth Group, LLC
|
Jul 29, 2025 Q2 2025 |
1,969
shares
|
$688,559
0.43% of portfolio
|
Q2 2025
Added 19.48%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jul 18, 2025 Q2 2025 |
1,957
shares
|
$684,362
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
1,949
shares
|
$681,565
0.04% of portfolio
|
Q1 2025
Reduced 11.97%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
1,949
shares
|
$681,565
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
1,925
shares
|
$673,172
0.12% of portfolio
|
Q1 2025
Added 291.26%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
1,925
shares
|
$673,172
0.13% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
1,900
shares
|
$664,430
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
1,887
shares
|
$659,883
0.3% of portfolio
|
Q2 2025
Added 150.93%
|
|
|
Scharf Investments, LLC
|
Jul 14, 2025 Q2 2025 |
1,886
shares
|
$659,534
0.02% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Aug 04, 2025 Q2 2025 |
1,881
shares
|
$657,785
0.42% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,875
shares
|
$655,687
0.04% of portfolio
|
Q2 2025
Added 25.92%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
1,875
shares
|
$655,687
0.13% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
1,869
shares
|
$653,589
0.11% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
1,865
shares
|
$652,190
0.23% of portfolio
|
Q4 2024
Reduced 9.69%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,861
shares
|
$650,791
0.01% of portfolio
|
Q2 2025
Added 177.35%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
1,860
shares
|
$650,442
0.02% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
1,860
shares
|
$650,442
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,859
shares
|
$650,092
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
1,856
shares
|
$649,043
0.05% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
1,855
shares
|
$648,693
0.33% of portfolio
|
Q2 2022
New holding
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,854
shares
|
$648,343
0.05% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Notis Mc Conarty Edward
|
Jul 23, 2025 Q2 2025 |
1,850
shares
|
$646,945
0.31% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
1,850
shares
|
$646,945
0.26% of portfolio
|
Q1 2025
Reduced 10.76%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
1,849
shares
|
$646,595
0.08% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
1,849
shares
|
$646,595
0.02% of portfolio
|
Q2 2025
Added 21.25%
|