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 1,561 institutions that hold shares in the stock, with a total of 98.2 Million shares, which have been reported (via 13F filing form) to have a value of $34.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortress Financial Group, LLC
Rochester, MN |
Aug 14, 2025 Q2 2025 |
1,070
shares
|
$374,179
0.31% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
1,061
shares
|
$371,031
0.17% of portfolio
|
Q1 2024
Reduced 3.19%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,060
shares
|
$370,682
0.13% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
May 07, 2025 Q1 2025 |
1,060
shares
|
$370,682
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
1,059
shares
|
$370,332
0.01% of portfolio
|
Q2 2025
Added 26.67%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
1,057
shares
|
$369,632
0.09% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
1,051
shares
|
$367,534
0.12% of portfolio
|
Q2 2022
Reduced 0.1%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
1,050
shares
|
$367,185
0.11% of portfolio
|
Q1 2025
Reduced 14.63%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
1,049
shares
|
$366,835
0.09% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Jul 28, 2025 Q2 2025 |
1,049
shares
|
$366,835
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
1,048
shares
|
$366,485
0.04% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
1,048
shares
|
$366,485
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
1,048
shares
|
$366,485
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
1,046
shares
|
$365,786
0.18% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
1,041
shares
|
$364,037
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
1,036
shares
|
$362,289
0.02% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
1,033
shares
|
$361,240
0.16% of portfolio
|
Q2 2024
Reduced 12.09%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
1,033
shares
|
$361,240
0.0% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
1,033
shares
|
$361,240
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
1,022
shares
|
$357,393
0.23% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
1,021
shares
|
$357,043
0.01% of portfolio
|
Q2 2025
Added 10.5%
|
|
|
O Donnell Financial Services, LLC
|
Jul 29, 2025 Q2 2025 |
1,015
shares
|
$354,945
0.15% of portfolio
|
Q2 2025
Added 11.05%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
1,012
shares
|
$353,896
0.01% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
1,010
shares
|
$353,197
0.01% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
1,005
shares
|
$351,448
0.03% of portfolio
|
Q1 2025
New holding
|