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 1,622 institutions that hold shares in the stock, with a total of 98.5 Million shares, which have been reported (via 13F filing form) to have a value of $36.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
107,845
shares
|
$39.7 Million
1.84% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
105,492
shares
|
$38.8 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
105,259
shares
|
$38.7 Million
2.96% of portfolio
|
Q3 2025
Added 600.42%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
105,188
shares
|
$38.7 Million
1.09% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
104,284
shares
|
$38.4 Million
0.34% of portfolio
|
Q3 2025
Reduced 10.48%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
103,401
shares
|
$38 Million
0.03% of portfolio
|
Q3 2025
Reduced 25.16%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Oct 21, 2025 Q3 2025 |
101,441
shares
|
$37.3 Million
1.73% of portfolio
|
Q1 2025
Reduced 82.06%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
100,376
shares
|
$36.9 Million
11.66% of portfolio
|
Q4 2022
Added 2.14%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
98,923
shares
|
$36.4 Million
4.35% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Daido Life Insurance CO
Tokyo, M0 |
Nov 05, 2025 Q3 2025 |
97,981
shares
|
$36 Million
5.15% of portfolio
|
Q3 2025
Reduced 32.96%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
96,857
shares
|
$35.6 Million
4.43% of portfolio
|
Q3 2025
Reduced 7.47%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Oct 23, 2025 Q3 2025 |
96,416
shares
|
$35.5 Million
8.91% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
92,177
shares
|
$33.9 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Tfo Tdc, LLC
|
Oct 20, 2025 Q3 2025 |
91,027
shares
|
$33.5 Million
5.48% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
90,604
shares
|
$33.3 Million
6.62% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
89,578
shares
|
$33 Million
4.79% of portfolio
|
Q3 2025
Added 194.02%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
88,503
shares
|
$32.6 Million
3.25% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 27, 2025 Q3 2025 |
88,383
shares
|
$32.5 Million
16.29% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
87,581
shares
|
$32.2 Million
0.16% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Parker Investment Management, LLC
|
Nov 04, 2025 Q3 2025 |
87,533
shares
|
$32.2 Million
4.37% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
85,865
shares
|
$31.6 Million
9.2% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
85,777
shares
|
$31.6 Million
1.29% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
85,645
shares
|
$31.5 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
85,484
shares
|
$31.4 Million
0.97% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
85,117
shares
|
$31.3 Million
7.23% of portfolio
|
Q2 2025
Added 5.1%
|
|