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 |
|---|---|---|---|---|---|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
701
shares
|
$235,557
0.09% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
701
shares
|
$235,557
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
701
shares
|
$235,557
0.03% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
701
shares
|
$235,557
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
700
shares
|
$235,220
0.01% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
700
shares
|
$235,220
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
700
shares
|
$235,220
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
699
shares
|
$234,884
0.07% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
699
shares
|
$234,884
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
696
shares
|
$233,876
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
694
shares
|
$233,204
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
691
shares
|
$232,196
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
690
shares
|
$231,860
0.05% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
690
shares
|
$231,860
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
686
shares
|
$230,516
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
685
shares
|
$230,180
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Place Financial Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
682
shares
|
$229,172
0.13% of portfolio
|
Q3 2024
Reduced 56.89%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
681
shares
|
$228,836
0.05% of portfolio
|
Q2 2024
Reduced 46.55%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
681
shares
|
$228,836
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
675
shares
|
$226,820
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
675
shares
|
$226,820
0.05% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
674
shares
|
$226,484
0.01% of portfolio
|
Q4 2023
Reduced 3.44%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
674
shares
|
$226,484
0.04% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
665
shares
|
$223,459
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
665
shares
|
$223,459
0.02% of portfolio
|
Q4 2024
Reduced 37.38%
|