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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
1,465
shares
|
$485,925
0.01% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,457
shares
|
$483,272
0.04% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
1,450
shares
|
$480,950
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,450
shares
|
$480,950
0.13% of portfolio
|
Q2 2024
Reduced 19.44%
|
|
|
Ami Asset Management Corp
|
Oct 25, 2024 Q3 2024 |
1,449
shares
|
$480,618
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,437
shares
|
$476,638
0.03% of portfolio
|
Q3 2024
Added 72.1%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
1,435
shares
|
$475,975
0.04% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
1,430
shares
|
$474,316
0.27% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
1,426
shares
|
$472,989
0.05% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
1,424
shares
|
$472,326
0.05% of portfolio
|
Q2 2024
Added 18.67%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
1,419
shares
|
$470,668
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
1,418
shares
|
$470,336
0.16% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,418
shares
|
$470,336
0.03% of portfolio
|
Q4 2023
Reduced 5.4%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,412
shares
|
$468,346
0.17% of portfolio
|
Q2 2024
Added 2.17%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
1,406
shares
|
$466,356
0.07% of portfolio
|
Q2 2023
Added 11.15%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
1,400
shares
|
$464,366
0.14% of portfolio
|
Q2 2023
Added 7.69%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
1,385
shares
|
$459,390
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
1,374
shares
|
$455,742
0.02% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
True Link Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,372
shares
|
$455,078
0.04% of portfolio
|
Q3 2024
Reduced 42.21%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
1,358
shares
|
$450,435
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,353
shares
|
$448,776
0.03% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
1,320
shares
|
$437,830
0.05% of portfolio
|
Q3 2024
Added 10.18%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
1,317
shares
|
$436,835
0.22% of portfolio
|
Q3 2024
Added 72.16%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,307
shares
|
$433,518
0.06% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
1,299
shares
|
$430,865
0.21% of portfolio
|
Q3 2024
Added 357.39%
|