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 |
|---|---|---|---|---|---|
|
Aaf Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
1,759
shares
|
$615,122
0.28% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
1,759
shares
|
$615,122
0.07% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,754
shares
|
$613,373
0.03% of portfolio
|
Q2 2025
Reduced 11.37%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
1,747
shares
|
$610,925
0.03% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
1,744
shares
|
$609,876
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
1,732
shares
|
$605,680
0.1% of portfolio
|
Q1 2025
Reduced 37.11%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
1,726
shares
|
$603,582
0.05% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,722
shares
|
$602,183
0.03% of portfolio
|
Q3 2022
Added 7.16%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
1,721
shares
|
$601,833
0.01% of portfolio
|
Q2 2025
Added 39.01%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Aug 13, 2025 Q2 2025 |
1,719
shares
|
$601,134
0.54% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
1,715
shares
|
$599,735
0.03% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,714
shares
|
$599,385
0.12% of portfolio
|
Q1 2024
Added 44.89%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
1,713
shares
|
$599,036
0.48% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
1,711
shares
|
$598,336
0.06% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
1,711
shares
|
$598,336
0.05% of portfolio
|
Q1 2025
Added 157.29%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
1,708
shares
|
$597,287
0.06% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
1,705
shares
|
$596,238
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Howling LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
1,702
shares
|
$595,189
0.34% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
1,700
shares
|
$594,490
0.06% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jul 22, 2025 Q2 2025 |
1,695
shares
|
$592,741
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,690
shares
|
$590,993
0.1% of portfolio
|
Q3 2019
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
1,679
shares
|
$587,146
0.11% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
1,673
shares
|
$585,048
0.03% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
1,673
shares
|
$585,048
0.04% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,660
shares
|
$580,502
0.04% of portfolio
|
Q1 2025
Added 0.61%
|