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 1,457 institutions that hold shares in the stock, with a total of 96.1 Million shares, which have been reported (via 13F filing form) to have a value of $32.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
93,909
shares
|
$31.6 Million
3.51% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
92,177
shares
|
$31 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
90,961
shares
|
$30.6 Million
3.0% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
89,526
shares
|
$30.1 Million
4.95% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
89,377
shares
|
$30 Million
2.67% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
88,777
shares
|
$29.8 Million
1.71% of portfolio
|
Q4 2024
Added 10.17%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
88,217
shares
|
$29.6 Million
0.17% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
88,068
shares
|
$29.6 Million
1.03% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Parker Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
87,954
shares
|
$29.6 Million
4.52% of portfolio
|
Q1 2023
Reduced 0.59%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jan 28, 2025 Q4 2024 |
87,858
shares
|
$29.5 Million
16.86% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
86,383
shares
|
$29 Million
0.37% of portfolio
|
Q4 2024
Reduced 14.39%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
86,015
shares
|
$28.9 Million
10.73% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
85,645
shares
|
$28.8 Million
0.51% of portfolio
|
Q3 2024
Added 1020.27%
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
84,815
shares
|
$28.5 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
82,310
shares
|
$27.7 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
81,780
shares
|
$27.5 Million
3.35% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
81,284
shares
|
$27.3 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
80,153
shares
|
$26.9 Million
0.38% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
79,166
shares
|
$26.6 Million
0.19% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
78,690
shares
|
$26.4 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
77,699
shares
|
$26.1 Million
6.93% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
77,526
shares
|
$26.1 Million
9.86% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
76,841
shares
|
$25.8 Million
2.3% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Act Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
74,879
shares
|
$25.2 Million
11.28% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
74,140
shares
|
$24.9 Million
0.79% of portfolio
|
Q4 2024
Added 1083.97%
|