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 |
|---|---|---|---|---|---|
|
Astoria Strategic Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
1,264
shares
|
$442,020
0.12% of portfolio
|
Q4 2024
Reduced 31.15%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
1,263
shares
|
$441,671
0.2% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
1,262
shares
|
$441,321
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Everest Management Corp.
Cupertino, CA |
Aug 04, 2025 Q2 2025 |
1,259
shares
|
$440,272
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
1,256
shares
|
$439,223
0.15% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
1,253
shares
|
$438,174
0.13% of portfolio
|
Q2 2025
Reduced 20.49%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
1,247
shares
|
$436,075
0.06% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
1,245
shares
|
$435,376
0.01% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
1,241
shares
|
$433,977
0.16% of portfolio
|
Q3 2024
Added 32.02%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
1,239
shares
|
$433,278
0.14% of portfolio
|
Q3 2023
Added 1.39%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
1,239
shares
|
$433,278
0.02% of portfolio
|
Q2 2025
Reduced 21.33%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
1,229
shares
|
$429,781
0.06% of portfolio
|
Q2 2025
Reduced 18.56%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
1,224
shares
|
$428,032
0.06% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,222
shares
|
$427,333
0.02% of portfolio
|
Q4 2022
Added 4.8%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
1,221
shares
|
$426,983
0.06% of portfolio
|
Q4 2023
Reduced 1.13%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
1,201
shares
|
$419,989
0.03% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
1,200
shares
|
$419,640
0.27% of portfolio
|
Q2 2020
New holding
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
1,200
shares
|
$419,640
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
1,194
shares
|
$417,541
0.02% of portfolio
|
Q3 2024
Added 45.79%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Aug 13, 2025 Q2 2025 |
1,190
shares
|
$416,143
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,184
shares
|
$414,044
0.01% of portfolio
|
Q2 2025
Added 19.84%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 05, 2025 Q2 2025 |
1,183
shares
|
$413,695
0.18% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
1,177
shares
|
$411,596
0.04% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
1,170
shares
|
$409,149
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Jul 30, 2025 Q2 2025 |
1,170
shares
|
$409,149
0.11% of portfolio
|
Q2 2025
Added 0.17%
|