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 |
|---|---|---|---|---|---|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
810
shares
|
$268,668
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
808
shares
|
$268,005
0.06% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
806
shares
|
$267,342
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
806
shares
|
$267,342
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
806
shares
|
$267,342
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Atalanta Sosnoff Capital, LLC
|
Nov 14, 2024 Q3 2024 |
804
shares
|
$266,678
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Iowa State Bank
|
Oct 09, 2024 Q3 2024 |
800
shares
|
$265,352
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
800
shares
|
$265,352
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
795
shares
|
$263,693
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
793
shares
|
$263,030
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
791
shares
|
$262,366
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
788
shares
|
$261,371
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 05, 2024 Q3 2024 |
788
shares
|
$261,371
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
786
shares
|
$260,708
0.01% of portfolio
|
Q3 2024
Added 13.42%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
784
shares
|
$260,044
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
783
shares
|
$259,713
0.08% of portfolio
|
Q2 2024
Reduced 14.52%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
781
shares
|
$259,049
0.01% of portfolio
|
Q3 2024
Added 30.6%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
779
shares
|
$258,386
0.05% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
779
shares
|
$258,386
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
779
shares
|
$258,386
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
777
shares
|
$257,723
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
772
shares
|
$256,064
0.04% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
768
shares
|
$254,737
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
760
shares
|
$252,084
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
758
shares
|
$251,421
0.1% of portfolio
|
Q3 2024
Added 0.26%
|