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 |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
660
shares
|
$230,802
0.05% of portfolio
|
Q3 2024
Added 14.98%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
658
shares
|
$230,102
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
657
shares
|
$229,752
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
657
shares
|
$229,752
0.04% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
654
shares
|
$228,703
0.16% of portfolio
|
Q4 2024
Reduced 17.01%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
653
shares
|
$228,354
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
650
shares
|
$227,305
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
650
shares
|
$227,305
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
648
shares
|
$226,605
0.07% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
647
shares
|
$226,255
0.04% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
647
shares
|
$226,255
0.04% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
645
shares
|
$225,556
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
644
shares
|
$225,206
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
643
shares
|
$224,857
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Aug 14, 2025 Q2 2025 |
643
shares
|
$224,857
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Aug 04, 2025 Q2 2025 |
640
shares
|
$223,808
0.08% of portfolio
|
Q2 2020
Reduced 51.55%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
638
shares
|
$223,108
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
632
shares
|
$221,010
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
631
shares
|
$220,660
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
628
shares
|
$219,611
0.01% of portfolio
|
Q2 2025
Reduced 15.25%
|
|
|
Satovsky Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
626
shares
|
$218,912
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
625
shares
|
$218,562
0.05% of portfolio
|
Q1 2025
Reduced 19.77%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
625
shares
|
$218,562
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
622
shares
|
$217,513
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Freedom Day Solutions, LLC
|
Jul 24, 2025 Q2 2025 |
620
shares
|
$216,814
0.05% of portfolio
|
Q2 2025
New holding
|