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 1,373 institutions that hold shares in the stock, with a total of 93.2 Million shares, which have been reported (via 13F filing form) to have a value of $30.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
260
shares
|
$86,239
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
258
shares
|
$85,576
0.01% of portfolio
|
Q1 2023
Reduced 15.96%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
250
shares
|
$82,922
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Robinson Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
250
shares
|
$82,922
0.03% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Palouse Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
241
shares
|
$79,937
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Tanaka Capital Management Inc
New York, NY |
Nov 15, 2024 Q3 2024 |
235
shares
|
$77,947
0.17% of portfolio
|
Q2 2021
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
222
shares
|
$73,635
0.01% of portfolio
|
Q1 2022
Added 43.23%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
217
shares
|
$71,976
0.0% of portfolio
|
Q3 2024
Reduced 77.83%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
208
shares
|
$68,991
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
201
shares
|
$66,669
0.02% of portfolio
|
Q2 2022
Reduced 42.9%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
196
shares
|
$65,011
0.0% of portfolio
|
Q3 2024
Added 23.27%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
185
shares
|
$61,362
0.01% of portfolio
|
Q3 2024
Reduced 15.91%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
180
shares
|
$59,704
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
179
shares
|
$59,372
0.01% of portfolio
|
Q4 2021
Reduced 25.73%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
178
shares
|
$59,040
0.01% of portfolio
|
Q4 2023
Added 0.56%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
177
shares
|
$58,709
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
175
shares
|
$58,045
0.0% of portfolio
|
Q4 2022
Added 60.55%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
174
shares
|
$57,714
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
170
shares
|
$56,387
0.01% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
170
shares
|
$56,387
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
167
shares
|
$55,392
0.01% of portfolio
|
Q3 2024
Added 568.0%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
162
shares
|
$53,733
0.01% of portfolio
|
Q1 2023
Reduced 99.56%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
150
shares
|
$49,753
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
147
shares
|
$48,758
0.01% of portfolio
|
Q3 2024
Reduced 30.33%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
146
shares
|
$48,426
0.0% of portfolio
|
Q3 2024
Added 75.9%
|