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 |
|---|---|---|---|---|---|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
754
shares
|
$250,094
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
754
shares
|
$250,094
0.05% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
750
shares
|
$248,767
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
750
shares
|
$248,767
0.01% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
750
shares
|
$248,767
0.03% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
749
shares
|
$248,435
0.05% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
748
shares
|
$248,104
0.11% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
747
shares
|
$247,772
0.01% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
746
shares
|
$247,440
0.0% of portfolio
|
Q3 2024
Reduced 46.71%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
746
shares
|
$247,440
0.04% of portfolio
|
Q2 2022
Added 45.42%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
741
shares
|
$245,782
0.01% of portfolio
|
Q2 2024
Reduced 13.74%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
741
shares
|
$245,782
0.03% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
734
shares
|
$243,460
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
734
shares
|
$243,460
0.03% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Mandatum Life Insurance CO LTD
|
Oct 21, 2024 Q3 2024 |
731
shares
|
$242,465
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
726
shares
|
$240,806
0.0% of portfolio
|
Q3 2024
Added 91.56%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
725
shares
|
$240,475
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
724
shares
|
$240,143
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
723
shares
|
$239,811
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
723
shares
|
$239,811
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Freedom Day Solutions, LLC
|
Oct 23, 2024 Q3 2024 |
722
shares
|
$239,480
0.07% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
721
shares
|
$239,148
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
719
shares
|
$238,485
0.02% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
717
shares
|
$237,821
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
716
shares
|
$237,490
0.16% of portfolio
|
Q4 2021
New holding
|