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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
145
shares
|
$48,095
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
145
shares
|
$48,095
0.0% of portfolio
|
Q3 2023
Reduced 21.62%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
143
shares
|
$47,431
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
136
shares
|
$45,109
0.01% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
130
shares
|
$43,119
0.01% of portfolio
|
Q3 2022
Added 12.07%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
125
shares
|
$41,461
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
123
shares
|
$40,797
0.0% of portfolio
|
Q4 2023
Added 70.83%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
120
shares
|
$39,802
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
117
shares
|
$38,807
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
114
shares
|
$37,812
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
109
shares
|
$36,154
0.0% of portfolio
|
Q2 2024
Reduced 88.72%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
106
shares
|
$35,159
0.0% of portfolio
|
Q4 2023
Reduced 87.62%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
104
shares
|
$34,495
0.01% of portfolio
|
Q4 2023
Added 0.97%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
103
shares
|
$34,164
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
100
shares
|
$33,169
0.01% of portfolio
|
Q2 2021
Reduced 12.28%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
96
shares
|
$31,842
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
96
shares
|
$31,842
0.0% of portfolio
|
Q3 2023
Reduced 48.39%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
96
shares
|
$31,842
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
95
shares
|
$31,510
0.0% of portfolio
|
Q3 2024
Added 239.29%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
86
shares
|
$28,525
0.0% of portfolio
|
Q3 2024
Reduced 49.71%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
85
shares
|
$28,193
0.0% of portfolio
|
Q3 2024
Reduced 22.73%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
81
shares
|
$26,866
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
76
shares
|
$25,208
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
73
shares
|
$24,213
0.01% of portfolio
|
Q3 2024
Reduced 24.74%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
66
shares
|
$21,891
0.01% of portfolio
|
Q3 2017
New holding
|