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 |
|---|---|---|---|---|---|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
1,608
shares
|
$533,357
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
1,607
shares
|
$533,025
0.05% of portfolio
|
Q2 2023
Reduced 0.06%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
1,603
shares
|
$531,699
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
1,599
shares
|
$530,372
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,599
shares
|
$530,372
0.06% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
1,597
shares
|
$529,708
0.02% of portfolio
|
Q3 2024
Reduced 37.42%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
1,578
shares
|
$523,406
0.09% of portfolio
|
Q1 2024
Reduced 50.99%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,577
shares
|
$523,075
0.03% of portfolio
|
Q2 2024
Reduced 20.79%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
1,574
shares
|
$522,080
0.1% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
1,555
shares
|
$515,777
0.05% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
1,555
shares
|
$515,777
0.21% of portfolio
|
Q1 2024
Reduced 20.46%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
1,550
shares
|
$514,119
0.02% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
1,543
shares
|
$511,797
0.05% of portfolio
|
Q3 2024
Added 72.98%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
1,535
shares
|
$509,144
0.07% of portfolio
|
Q1 2018
New holding
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
1,526
shares
|
$506,158
0.03% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
1,525
shares
|
$505,827
0.01% of portfolio
|
Q1 2024
Reduced 2.56%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
1,523
shares
|
$505,163
0.22% of portfolio
|
Q4 2023
Added 17.7%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
1,521
shares
|
$504,500
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,515
shares
|
$502,510
0.05% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,514
shares
|
$502,178
0.03% of portfolio
|
Q2 2024
Reduced 51.4%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,504
shares
|
$498,861
0.02% of portfolio
|
Q3 2024
Added 21.78%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
1,496
shares
|
$496,208
0.01% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
1,494
shares
|
$495,544
0.09% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
1,490
shares
|
$494,218
0.05% of portfolio
|
Q2 2024
Reduced 1.97%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
1,469
shares
|
$487,252
0.24% of portfolio
|
Q2 2023
Added 9.06%
|