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 |
|---|---|---|---|---|---|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,078
shares
|
$357,561
0.04% of portfolio
|
Q4 2022
Reduced 29.22%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,075
shares
|
$356,566
0.12% of portfolio
|
Q1 2024
Reduced 4.02%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
1,071
shares
|
$355,239
0.01% of portfolio
|
Q1 2021
Reduced 9.77%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,067
shares
|
$353,913
0.01% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
1,062
shares
|
$352,254
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
1,061
shares
|
$351,923
0.17% of portfolio
|
Q1 2024
Reduced 3.19%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
1,059
shares
|
$351,259
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
1,056
shares
|
$350,264
0.03% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
1,054
shares
|
$349,601
0.01% of portfolio
|
Q3 2024
Added 44.78%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
1,051
shares
|
$348,606
0.14% of portfolio
|
Q2 2022
Reduced 0.1%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
1,050
shares
|
$348,274
0.12% of portfolio
|
Q2 2024
Reduced 23.02%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
1,048
shares
|
$347,611
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
1,047
shares
|
$347,279
0.16% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
1,047
shares
|
$347,279
0.01% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
1,046
shares
|
$346,947
0.12% of portfolio
|
Q3 2024
Reduced 11.73%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
1,045
shares
|
$346,616
0.1% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
1,041
shares
|
$345,289
0.1% of portfolio
|
Q1 2024
Added 12.66%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
1,033
shares
|
$342,635
0.15% of portfolio
|
Q2 2024
Reduced 12.09%
|
|
|
Scharf Investments, LLC
|
Oct 15, 2024 Q3 2024 |
1,030
shares
|
$341,640
0.01% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
1,029
shares
|
$341,309
0.12% of portfolio
|
Q3 2024
Added 17.6%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,008
shares
|
$334,343
0.03% of portfolio
|
Q1 2024
Reduced 5.62%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,001
shares
|
$332,021
0.03% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
1,001
shares
|
$332,021
0.01% of portfolio
|
Q3 2024
Reduced 27.25%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,000
shares
|
$331,690
0.03% of portfolio
|
Q3 2022
Added 66.67%
|
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
1,000
shares
|
$331,690
0.06% of portfolio
|
Q4 2022
New holding
|