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iShares Russell 1000 ETF (IWB) Institutional Ownership

iShares Russell 1000 ETF logo
$342.67 -1.39 (-0.40%)
Closing price 07/11/2025 04:10 PM Eastern
Extended Trading
$342.66 -0.02 (0.00%)
As of 07/11/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares Russell 1000 ETF (NYSEARCA:IWB)

Number of
Institutional Buyers
(last 12 months)
773
Total
Institutional Inflows
(last 12 months)
$5.53B
Number of
Institutional Sellers
(last 12 months)
617
Total
Institutional Outflows
(last 12 months)
$2.92B
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IWB Institutional Buying and Selling by Quarter

iShares Russell 1000 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Annex Advisory Services LLC1,782$605K0.0%-62.9%0.001%
7/11/2025Sprinkle Financial Consultants LLC1,788$607K0.4%-2.9%0.001%
7/11/2025Ullmann Wealth Partners Group LLC8,936$3.04M0.4%+70.7%0.007%
7/11/2025BTC Capital Management Inc.71,519$24.29M2.0%+1.7%0.059%
7/11/2025Ridgeline Wealth LLC1,516$515K0.4%-2.6%0.001%
7/11/2025Farther Finance Advisors LLC8,042$2.73M0.1%+3.3%0.007%
7/11/2025Silver Oak Securities Incorporated5,063$1.72M0.1%+4,119.2%0.004%
7/11/2025Harbour Capital Advisors LLC11,980$4.09M0.9%-5.9%0.010%
7/11/2025 UMB Bank n.a.51,261$17.41M0.3%+0.7%0.043%
7/11/2025Andrews Lucia Wealth Management LLC4,641$1.58M1.0%-18.5%0.004%
7/11/2025Shelton Wealth Management LLC15,524$5.27M2.5%-5.7%0.013%
7/11/2025My Legacy Advisors LLC657$226K0.1%N/A0.001%
7/11/2025Rockwood Wealth Management LLC3,753$1.27M0.1%-9.6%0.003%
7/11/2025LongView Wealth Management1,253$426K0.1%-20.5%0.001%
7/11/2025SeaCrest Wealth Management LLC1,611$547K0.1%-4.3%0.001%
7/11/2025Diversified Trust Co17,927$6.09M0.1%+87.5%0.015%
7/11/2025Elk River Wealth Management LLC12,515$4.25M0.7%-0.4%0.010%
7/11/2025Kingstone Capital Partners Texas LLC1,214,071$412.26M0.1%N/A1.007%
7/11/2025MKD Wealth Coaches LLC10,825$3.68M3.9%-4.1%0.009%
7/10/2025 Oliver Lagore Vanvalin Investment Group143$49K0.0%N/A0.000%
7/10/2025 Oldfather Financial Services LLC3,042$1.03M0.4%+9.6%0.003%
7/10/2025 Trust Point Inc.56,664$19.24M1.8%-6.1%0.047%
7/10/2025 YHB Investment Advisors Inc.43,104$14.64M1.1%+5.5%0.036%
7/10/2025 Ferguson Wellman Capital Management Inc.7,527$2.56M0.0%-4.2%0.006%
7/10/2025 Fulton Bank N.A.1,995$677K0.0%-2.4%0.002%
7/10/2025 NorthCrest Asset Manangement LLC6,675$2.29M0.1%+7.4%0.006%
7/10/2025 Wealth Enhancement Advisory Services LLC542,758$186.56M0.3%+60.7%0.450%
7/10/2025 Atticus Wealth Management LLC158$54K0.0%N/A0.000%
7/10/2025 Wedmont Private Capital4,828$1.66M0.1%+10.1%0.004%
7/10/2025 American Financial Advisors LLC117,260$39.82M5.6%-2.0%0.097%
7/10/2025 Focus Financial Network Inc.4,703$1.60M0.1%+55.5%0.004%
7/9/2025 Procyon Advisors LLC4,827$1.64M0.2%+10.7%0.004%
7/9/2025 Graves Light Lenhart Wealth Inc.33,857$11.50M1.4%-0.6%0.028%
7/9/2025 Pallas Capital Advisors LLC724$246K0.0%-5.6%0.001%
7/9/2025 Thrive Wealth Management LLC876$297K0.0%-14.0%0.001%
7/9/2025 Breakwater Capital Group17,497$5.94M1.0%+10.9%0.015%
7/9/2025 Fragasso Financial Advisors Inc8,112$2.75M0.2%+164.1%0.007%
7/9/2025 Parkside Advisors LLC221,192$75.11M16.5%-1.7%0.183%
7/9/2025 Brand Asset Management Group Inc.7,331$2.49M0.9%-0.6%0.006%
7/9/2025 Westmount Partners LLC4,819$1.64M0.5%+31.2%0.004%
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7/9/2025 Beacon Financial Group8,844$3.00M0.3%-4.7%0.007%
7/9/2025 ACT Wealth Management LLC76,847$26.10M11.0%+4.0%0.064%
7/9/2025 MassMutual Private Wealth & Trust FSB2,718$923K0.0%-10.0%0.002%
7/8/2025 Lpwm LLC1,798$611K0.2%+10.1%0.001%
7/8/2025 Henrickson Nauta Wealth Advisors Inc.2,866$973K0.3%-2.6%0.002%
7/8/2025 Corepath Wealth Partners LLC3,698$1.27M1.1%+97.2%0.003%
7/8/2025 Avity Investment Management Inc.2,764$939K0.1%-18.5%0.002%
7/8/2025 Advance Capital Management Inc.35,283$11.98M0.5%+0.8%0.029%
7/8/2025 RMR Wealth Builders2,747$933K0.1%+172.8%0.002%
7/8/2025 Goldstone Financial Group LLC750$258K0.0%N/A0.001%
7/8/2025 Apella Capital LLC13,035$4.45M0.1%+1.0%0.011%
7/8/2025 Legacy Private Trust Co.3,264$1.11M0.1%-7.6%0.003%
7/7/2025 St. Clair Advisors LLC12,789$4.34M1.1%-19.1%0.011%
7/7/2025 Accelerate Investment Advisors LLC1,973$670K0.5%+11.2%0.002%
7/7/2025 Capital Asset Advisory Services LLC4,764$1.62M0.1%+23.5%0.004%
7/7/2025 Centurion Wealth Management LLC872$296K0.1%N/A0.001%
7/3/2025 Garde Capital Inc.25,078$8.52M0.4%-0.2%0.020%
7/3/2025 Fiduciary Financial Group LLC8,319$2.82M0.5%-0.5%0.007%
7/1/2025 Harbor Investment Advisory LLC13,071$4.44M0.4%-2.7%0.011%
7/1/2025 Kera Capital Partners Inc.8,928$3.03M0.6%+217.2%0.007%
6/6/2025eCIO Inc.118$36K0.0%N/A0.000%
6/6/2025Blue Oak Capital LLC669$205K0.1%-64.9%0.001%
6/4/2025 First Hawaiian Bank35,746$10.97M0.5%+53.7%0.029%
6/2/2025Modern Wealth Management LLC2,280$699K0.0%+69.5%0.002%
5/29/2025Plum Street Advisors LLC9,487$2.91M1.4%-3.1%0.008%
5/28/2025Jones Financial Companies Lllp10,240,732$3.12B2.8%+5.1%8.249%
5/28/2025Intrua Financial LLC13,289$4.08M0.6%-4.9%0.011%
5/27/2025Advisors Capital Management LLC4,076$1.25M0.0%-5.6%0.003%
5/22/2025Rollins Financial Advisors LLC713$219K0.0%-8.5%0.001%
5/22/2025WBI Investments LLC661$203K0.1%N/A0.001%
5/21/2025MBL Wealth LLC819$251K0.0%+8.2%0.001%
5/21/2025McAdam LLC948$291K0.0%-16.8%0.001%
5/21/2025Geneos Wealth Management Inc.1,304$400K0.0%-7.4%0.001%
5/20/2025Belpointe Asset Management LLC4,976$1.53M0.1%+39.4%0.004%
5/20/2025Focus Partners Wealth917,585$281.46M0.7%-0.1%0.739%
5/20/2025Flaharty Asset Management LLC3,443$1.06M0.2%-2.4%0.003%
5/20/2025Integrity Alliance LLC.984$302K0.0%N/A0.001%
5/20/2025Glenview Trust co39,111$12.00M0.2%-5.9%0.032%
5/20/2025Aspen Investment Management Inc3,542$1.09M0.5%+51.2%0.003%
5/19/2025SageView Advisory Group LLC769$236K0.0%+6.4%0.001%
5/19/2025Advisory Alpha LLC821$252K0.0%-4.9%0.001%
5/19/2025SCS Capital Management LLC47,167$14.47M0.2%N/A0.038%
5/16/2025Ascent Group LLC11,533$3.54M0.2%+66.7%0.009%
5/16/2025Coppell Advisory Solutions LLC1,534$471K0.0%+291.3%0.001%
5/16/2025Arete Wealth Advisors LLC1,351$415K0.0%+6.5%0.001%
5/16/2025Ashton Thomas Private Wealth LLC16,313$5.00M0.2%+57.9%0.013%
5/16/2025Goldman Sachs Group Inc.1,880,906$576.95M0.1%+2.8%1.537%
5/16/2025Jones Financial Companies Lllp10,212,592$3.12B2.8%+4.8%8.226%
5/16/2025Legacy Wealth Managment LLC ID654$201K0.1%N/A0.001%
5/16/2025Plancorp LLC12,502$3.84M0.2%+17.1%0.010%
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5/16/2025NewEdge Advisors LLC122,170$37.47M0.2%-2.3%0.098%
5/16/2025Millennium Management LLC127,480$39.10M0.0%-94.9%0.103%
5/16/2025Integrated Wealth Concepts LLC69,728$21.39M0.2%+18.4%0.056%
5/16/2025Hancock Whitney Corp5,956$1.83M0.1%-14.9%0.005%
5/16/2025Curi RMB Capital LLC38,545$11.82M0.3%-15.2%0.031%
5/16/2025Beaird Harris Wealth Management LLC750$230K0.0%+26.7%0.001%
5/16/2025AQR Capital Management LLC121,527$37.28M0.0%+86.8%0.098%
5/16/2025Atalanta Sosnoff Capital LLC4,556$1.40M0.0%-76.1%0.004%
5/16/2025AlTi Global Inc.42,882$13.15M0.3%-2.1%0.035%
5/16/2025Amundi390$119K0.0%-54.6%0.000%
(Data available from 1/1/2016 forward)

IWB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWB shares?

During the previous two years, 1,370 institutional investors and hedge funds held shares of iShares Russell 1000 ETF. The most heavily invested institutionals were FMR LLC ($3.17B), Jones Financial Companies Lllp ($3.12B), Envestnet Asset Management Inc. ($1.37B), Bank of America Corp DE ($1.32B), BlackRock Inc. ($1.04B), M&T Bank Corp ($862.50M), and Northern Trust Corp ($833.57M).Learn more on iShares Russell 1000 ETF's institutional investors.

Which institutional investors have been buying iShares Russell 1000 ETF's stock?

Of the 1,069 institutional investors that purchased iShares Russell 1000 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Millennium Management LLC ($2.85M), Jones Financial Companies Lllp ($1.66M), Kingstone Capital Partners Texas LLC ($1.21M), International Assets Investment Management LLC ($1.20M), Pathstone Holdings LLC ($1.18M), US Bancorp DE ($1.17M), and Pathstone Family Office LLC ($1.12M).

How much institutional buying is happening at iShares Russell 1000 ETF?

Institutional investors have bought a total of 17,403,437 shares in the last 24 months. This purchase volume represents approximately $5.53B in transactions.

Which of iShares Russell 1000 ETF's major shareholders have been selling company stock?

Of the 617 institutional investors that sold iShares Russell 1000 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Millennium Management LLC ($2.38M), Daido Life Insurance Co. ($766.50K), Rhumbline Advisers ($651.54K), International Assets Investment Management LLC ($603.28K), Envestnet Asset Management Inc. ($507.70K), Halbert Hargrove Global Advisors LLC ($497.95K), and Constellation Investments Inc. ($464K).

How much institutional selling is happening at iShares Russell 1000 ETF?

Institutional investors have sold a total of 9,474,774 shares in the last 24 months. This volume of shares sold represents approximately $2.92B in transactions.



This page (NYSEARCA:IWB) was last updated on 7/12/2025 by MarketBeat.com Staff
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