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 1,553 institutions that hold shares in the stock, with a total of 97.6 Million shares, which have been reported (via 13F filing form) to have a value of $34.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
37
shares
|
$12,938
0.0% of portfolio
|
Q2 2025
Reduced 31.48%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
37
shares
|
$12,938
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
37
shares
|
$12,938
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
30
shares
|
$10,491
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
30
shares
|
$10,491
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
29
shares
|
$10,141
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
29
shares
|
$10,141
0.0% of portfolio
|
Q2 2025
Reduced 19.44%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
25
shares
|
$8,742
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
25
shares
|
$8,742
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Angeles Investment Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
23
shares
|
$8,043
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Palouse Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
22
shares
|
$7,693
0.0% of portfolio
|
Q1 2025
Reduced 90.87%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
21
shares
|
$7,343
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
21
shares
|
$7,343
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
17
shares
|
$5,944
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
16
shares
|
$5,595
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
15
shares
|
$5,245
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
15
shares
|
$5,245
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
12
shares
|
$4,196
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
11
shares
|
$3,846
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
10
shares
|
$3,497
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
4
shares
|
$1,398
0.0% of portfolio
|
Q4 2022
Reduced 63.64%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
2
shares
|
$699
0.0% of portfolio
|
Q2 2024
Reduced 97.37%
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
Jul 30, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|