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 |
|---|---|---|---|---|---|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
368
shares
|
$128,689
0.03% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
363
shares
|
$126,941
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
360
shares
|
$125,892
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
354
shares
|
$123,793
0.12% of portfolio
|
Q1 2025
Added 154.68%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
353
shares
|
$123,444
0.02% of portfolio
|
Q1 2023
Reduced 96.49%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
353
shares
|
$123,444
0.01% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
341
shares
|
$119,247
0.02% of portfolio
|
Q2 2025
Added 193.97%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
333
shares
|
$116,450
0.01% of portfolio
|
Q2 2025
Added 99.4%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
333
shares
|
$116,450
0.0% of portfolio
|
Q2 2025
Added 19.35%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
332
shares
|
$116,100
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
330
shares
|
$115,401
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
327
shares
|
$114,351
0.02% of portfolio
|
Q2 2025
Reduced 14.62%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
320
shares
|
$111,904
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
314
shares
|
$109,805
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
313
shares
|
$109,456
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
308
shares
|
$107,707
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
300
shares
|
$104,910
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
300
shares
|
$104,910
0.07% of portfolio
|
Q1 2025
Reduced 54.61%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
291
shares
|
$101,762
0.01% of portfolio
|
Q4 2024
Reduced 25.58%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
290
shares
|
$101,413
0.01% of portfolio
|
Q4 2024
Reduced 31.44%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
287
shares
|
$100,363
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
286
shares
|
$100,014
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
285
shares
|
$99,664
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
263
shares
|
$91,971
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
261
shares
|
$91,271
0.04% of portfolio
|
Q2 2022
Reduced 9.06%
|