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 1,617 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 |
|---|---|---|---|---|---|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
84,513
shares
|
$31.1 Million
2.57% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
83,515
shares
|
$30.7 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
83,454
shares
|
$30.7 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
83,372
shares
|
$30.7 Million
0.41% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
80,644
shares
|
$29.7 Million
0.59% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
80,063
shares
|
$29.5 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
79,893
shares
|
$29.4 Million
0.25% of portfolio
|
Q4 2025
Added 21.59%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
79,534
shares
|
$29.3 Million
3.27% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
79,407
shares
|
$29.2 Million
0.19% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
79,225
shares
|
$29.1 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Act Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
78,168
shares
|
$28.8 Million
10.06% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
77,350
shares
|
$28.5 Million
0.23% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
76,613
shares
|
$28.2 Million
0.08% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
76,454
shares
|
$28.1 Million
10.4% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
75,480
shares
|
$27.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 15.6%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
74,297
shares
|
$27.3 Million
0.08% of portfolio
|
Q3 2025
Added 32.88%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
73,673
shares
|
$27.1 Million
0.8% of portfolio
|
Q3 2025
Added 532.33%
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
73,305
shares
|
$27 Million
1.86% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
71,155
shares
|
$26.2 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
71,056
shares
|
$26.1 Million
0.87% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
69,878
shares
|
$25.7 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
69,327
shares
|
$25.5 Million
8.51% of portfolio
|
Q1 2023
Reduced 25.16%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
68,373
shares
|
$25.2 Million
0.3% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
66,134
shares
|
$24.3 Million
0.11% of portfolio
|
Q1 2025
Added 26.46%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
65,047
shares
|
$23.9 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.41%
|
|