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 |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
935
shares
|
$326,969
0.02% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
934
shares
|
$326,619
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
932
shares
|
$325,920
0.0% of portfolio
|
Q2 2025
Reduced 15.73%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
930
shares
|
$325,221
0.03% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
924
shares
|
$323,122
0.02% of portfolio
|
Q1 2025
Added 68.31%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
920
shares
|
$321,724
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
919
shares
|
$321,374
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
917
shares
|
$320,674
0.04% of portfolio
|
Q4 2024
Reduced 24.77%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
915
shares
|
$319,975
0.03% of portfolio
|
Q2 2025
Added 40.12%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
913
shares
|
$319,276
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
904
shares
|
$316,128
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
903
shares
|
$315,779
0.1% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Aug 13, 2025 Q2 2025 |
903
shares
|
$315,779
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
903
shares
|
$315,779
0.1% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
901
shares
|
$315,079
0.12% of portfolio
|
Q2 2025
Reduced 10.62%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
895
shares
|
$312,981
0.05% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
893
shares
|
$312,282
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
888
shares
|
$310,533
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
885
shares
|
$309,484
0.01% of portfolio
|
Q2 2024
Reduced 5.35%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
885
shares
|
$309,484
0.07% of portfolio
|
Q4 2023
Reduced 2.75%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
883
shares
|
$308,785
0.1% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
881
shares
|
$308,085
0.03% of portfolio
|
Q3 2024
Reduced 77.83%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
876
shares
|
$306,337
0.05% of portfolio
|
Q2 2025
Reduced 14.03%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
875
shares
|
$305,987
0.05% of portfolio
|
Q1 2025
Reduced 94.64%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
875
shares
|
$305,987
0.06% of portfolio
|
Q2 2025
Added 32.58%
|