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 |
|---|---|---|---|---|---|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
760
shares
|
$265,772
0.1% of portfolio
|
Q1 2025
Reduced 39.83%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
760
shares
|
$265,772
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
759
shares
|
$265,422
0.01% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
754
shares
|
$263,673
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
754
shares
|
$263,673
0.27% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
750
shares
|
$262,275
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
750
shares
|
$262,275
0.08% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
750
shares
|
$262,275
0.03% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
750
shares
|
$262,275
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
749
shares
|
$261,925
0.05% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
748
shares
|
$261,575
0.06% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
747
shares
|
$261,225
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
746
shares
|
$260,876
0.04% of portfolio
|
Q2 2022
Added 45.42%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
745
shares
|
$260,526
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
742
shares
|
$259,477
0.18% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
742
shares
|
$259,477
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Calamos Advisors LLC
|
Aug 08, 2025 Q2 2025 |
741
shares
|
$259,127
0.0% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
734
shares
|
$256,679
0.03% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
732
shares
|
$255,980
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
731
shares
|
$255,630
0.03% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
730
shares
|
$255,281
0.14% of portfolio
|
Q4 2024
Reduced 10.1%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
730
shares
|
$255,281
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
727
shares
|
$254,231
0.09% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
725
shares
|
$253,532
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
725
shares
|
$253,532
0.03% of portfolio
|
Q2 2025
Reduced 17.14%
|