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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,000
shares
|
$349,700
0.03% of portfolio
|
Q3 2022
Added 66.67%
|
|
|
Advocate Group LLC
|
Jul 25, 2025 Q2 2025 |
1,000
shares
|
$349,700
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
1,000
shares
|
$349,700
0.05% of portfolio
|
Q1 2025
Reduced 28.37%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
994
shares
|
$347,601
0.03% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
993
shares
|
$347,252
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
992
shares
|
$346,902
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
990
shares
|
$346,203
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Jul 30, 2025 Q2 2025 |
986
shares
|
$344,804
0.18% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
982
shares
|
$343,405
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
982
shares
|
$343,405
0.07% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
980
shares
|
$342,706
0.09% of portfolio
|
Q1 2025
Reduced 14.78%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
979
shares
|
$342,356
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
977
shares
|
$341,656
0.17% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
975
shares
|
$340,957
0.17% of portfolio
|
Q3 2023
Reduced 2.5%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
974
shares
|
$340,607
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jul 15, 2025 Q2 2025 |
966
shares
|
$337,810
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Gibson Capital, LLC
Wexford, PA |
Jul 25, 2025 Q2 2025 |
958
shares
|
$335,012
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Fulcrum Capital LLC
|
Jul 24, 2025 Q2 2025 |
957
shares
|
$334,662
0.07% of portfolio
|
Q3 2024
Reduced 47.24%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
951
shares
|
$332,564
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Mosaic Advisors LLC
Houston, TX |
Aug 11, 2025 Q2 2025 |
950
shares
|
$332,215
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
950
shares
|
$332,215
0.03% of portfolio
|
Q1 2023
Added 111.11%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
949
shares
|
$331,865
0.11% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
944
shares
|
$330,116
0.17% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
942
shares
|
$329,417
0.02% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
939
shares
|
$328,368
0.02% of portfolio
|
Q2 2025
Added 6.46%
|