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 |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
1,847
shares
|
$645,895
0.01% of portfolio
|
Q4 2024
Added 14.01%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jul 15, 2025 Q2 2025 |
1,847
shares
|
$645,895
0.35% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
1,843
shares
|
$644,497
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,842
shares
|
$644,147
0.01% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,840
shares
|
$643,448
0.3% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
1,836
shares
|
$642,049
0.02% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
1,829
shares
|
$639,601
0.15% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,829
shares
|
$639,601
0.31% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
1,824
shares
|
$637,852
0.42% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
1,823
shares
|
$637,503
0.02% of portfolio
|
Q1 2025
Reduced 29.97%
|
|
|
Alcosta Capital Management, Inc.
San Ramon, CA |
Aug 13, 2025 Q2 2025 |
1,817
shares
|
$635,404
0.36% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
1,811
shares
|
$633,306
0.18% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
1,804
shares
|
$630,858
0.13% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
1,799
shares
|
$629,110
0.06% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
1,798
shares
|
$628,760
0.18% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
1,797
shares
|
$628,410
0.04% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
1,795
shares
|
$627,711
0.08% of portfolio
|
Q2 2025
Reduced 14.24%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
1,794
shares
|
$627,361
0.07% of portfolio
|
Q1 2025
Reduced 51.77%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
1,788
shares
|
$625,263
0.37% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
1,782
shares
|
$623,165
0.02% of portfolio
|
Q2 2025
Reduced 62.86%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
1,774
shares
|
$620,367
0.02% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Aug 13, 2025 Q2 2025 |
1,772
shares
|
$619,668
0.32% of portfolio
|
Q4 2021
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
1,766
shares
|
$617,570
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
1,766
shares
|
$617,570
0.04% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,760
shares
|
$615,472
0.02% of portfolio
|
Q1 2024
Added 29.7%
|