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 1,460 institutions that hold shares in the stock, with a total of 98.1 Million shares, which have been reported (via 13F filing form) to have a value of $33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New England Professional Planning Group Inc.
|
Feb 03, 2025 Q4 2024 |
780
shares
|
$262,103
0.13% of portfolio
|
Q4 2024
Added 15.04%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
779
shares
|
$261,767
0.05% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
779
shares
|
$261,767
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
779
shares
|
$261,767
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
774
shares
|
$260,087
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
774
shares
|
$260,087
0.04% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
770
shares
|
$258,743
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
769
shares
|
$258,407
0.07% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Feb 12, 2025 Q4 2024 |
768
shares
|
$258,071
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
761
shares
|
$255,718
0.1% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
760
shares
|
$255,382
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
760
shares
|
$255,382
0.03% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
756
shares
|
$254,038
0.0% of portfolio
|
Q4 2024
Added 285.71%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
755
shares
|
$253,702
0.06% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
754
shares
|
$253,366
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
754
shares
|
$253,366
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
753
shares
|
$253,030
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
752
shares
|
$252,694
0.02% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
750
shares
|
$252,022
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
750
shares
|
$252,022
0.01% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
749
shares
|
$251,686
0.05% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
747
shares
|
$251,014
0.1% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
746
shares
|
$250,678
0.04% of portfolio
|
Q2 2022
Added 45.42%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
741
shares
|
$248,998
0.03% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
739
shares
|
$248,326
0.2% of portfolio
|
Q4 2024
New holding
|