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 |
|---|---|---|---|---|---|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
536
shares
|
$187,439
0.05% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
533
shares
|
$186,390
0.01% of portfolio
|
Q2 2025
Added 10.81%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
525
shares
|
$183,592
0.06% of portfolio
|
Q2 2023
Reduced 13.22%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
523
shares
|
$182,893
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
508
shares
|
$177,647
0.03% of portfolio
|
Q2 2025
Added 24.82%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
507
shares
|
$177,297
0.03% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
500
shares
|
$174,850
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
478
shares
|
$167,156
0.11% of portfolio
|
Q1 2025
Added 425.27%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
451
shares
|
$157,714
0.01% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
447
shares
|
$156,315
0.06% of portfolio
|
Q2 2025
Added 15.21%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
445
shares
|
$155,616
0.12% of portfolio
|
Q2 2025
Reduced 13.76%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
444
shares
|
$155,266
0.01% of portfolio
|
Q2 2025
Reduced 14.94%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
443
shares
|
$154,917
0.08% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
435
shares
|
$152,119
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
430
shares
|
$150,371
0.03% of portfolio
|
Q4 2018
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
427
shares
|
$149,321
0.06% of portfolio
|
Q1 2022
Reduced 31.9%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
405
shares
|
$141,628
0.02% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
402
shares
|
$140,579
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
395
shares
|
$138,131
0.08% of portfolio
|
Q2 2025
Reduced 36.08%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
389
shares
|
$136,033
0.02% of portfolio
|
Q2 2025
Added 10.51%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
382
shares
|
$133,585
0.0% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
374
shares
|
$130,787
0.05% of portfolio
|
Q2 2021
Reduced 21.1%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
373
shares
|
$130,438
0.02% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
371
shares
|
$129,738
0.08% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
371
shares
|
$129,738
0.08% of portfolio
|
Q1 2025
New holding
|