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iShares Russell 1000 ETF (IWB) Institutional Ownership

iShares Russell 1000 ETF logo
$395.41 +3.02 (+0.77%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
877
Total
Institutional Inflows
(last 12 months)
$5.34B
Number of
Institutional Sellers
(last 12 months)
753
Total
Institutional Outflows
(last 12 months)
$4.68B
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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
5/5/2026Bank of New York Mellon Corp164,874$58.79M0.0%-1.6%0.140%
5/5/2026Geneos Wealth Management Inc.1,414$504K0.0%-5.3%0.001%
5/5/2026Northstar Financial Companies Inc.33,254$11.86M9.4%-1.3%0.028%
5/5/2026Ethos Financial Group LLC29,989$11.15M0.8%+2.6%0.025%
5/5/2026SouthState Bank Corp3,989$1.42M0.1%-8.6%0.003%
5/5/2026Sanctuary Advisors LLC28,275$10.08M0.1%-0.4%0.024%
5/5/2026 Sigma Planning Corp1,353$483K0.0%+77.3%0.001%
5/5/2026 Cornerstone Advisory LLC8,143$2.90M0.3%-1.8%0.007%
5/5/2026 Conservest Capital Advisors Inc.130,159$46.41M4.2%-3.4%0.111%
5/5/2026 Members Trust Co1,675$597K0.0%-12.1%0.001%
5/5/2026 Adell Harriman & Carpenter Inc.893$318K0.0%-10.1%0.001%
5/5/2026 1ST Source Bank1,921$685K0.0%+50.8%0.002%
5/5/2026 Checchi Capital Advisers LLC15,583$5.56M0.3%+8.7%0.013%
5/5/2026 Nwam LLC2,979$1.06M0.1%+35.7%0.003%
5/5/2026 Maryland State Retirement & Pension System18,174$6.48M0.1%+12.3%0.015%
5/5/2026 Avantax Planning Partners Inc.990$353K0.0%-3.0%0.001%
5/4/2026 Calamos Wealth Management LLC12,165$4.34M0.1%+11.2%0.010%
5/4/2026 Calamos Advisors LLC12,816$4.57M0.0%+1,868.7%0.011%
5/4/2026 AMG National Trust Bank260,127$92.75M2.0%+8.4%0.221%
5/4/2026 Retirement Planning Group LLC9,039$3.22M0.1%+187.2%0.008%
5/4/2026 Lutz Financial Services LLC7,156$2.55M0.2%-2.0%0.006%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management11,966$4.27M0.1%+2.3%0.010%
5/4/2026 Glassman Wealth Services42,852$15.28M2.1%-0.9%0.036%
5/4/2026 Bleakley Financial Group LLC21,231$7.57M0.1%-0.4%0.018%
5/4/2026 Northland Securities Inc.912$325K0.3%N/A0.001%
5/4/2026 Nadler Financial Group Inc.6,436$2.30M0.2%-5.5%0.005%
5/4/2026 One Wealth Map LLC9,548$3.76M1.7%-4.0%0.008%
5/4/2026 Uptick Partners LLC922$329K0.1%-11.1%0.001%
5/4/2026 Sentinel Wealth Management Inc.51,754$18.45M14.8%-0.3%0.044%
5/4/2026 Procyon Advisors LLC4,596$1.64M0.0%-5.3%0.004%
5/2/2026 Global Assets Advisory LLC290$103K0.0%N/A0.000%
5/2/2026 Associated Banc Corp3,721$1.33M0.0%-41.4%0.003%
5/2/2026 Diversify Wealth Management LLC4,678$1.82M0.0%+155.3%0.004%
5/2/2026 Carnegie Investment Counsel2,322$828K0.0%-21.4%0.002%
5/1/2026 Castle Wealth Management LLC7,192$2.56M0.8%-0.4%0.006%
5/1/2026 Ferguson Wellman Capital Management Inc.7,348$2.62M0.0%-3.2%0.006%
5/1/2026 Citizens Financial Group Inc. RI36,977$13.19M0.2%+1.0%0.031%
5/1/2026 Midwest Trust Co13,581$4.84M0.1%+11.3%0.012%
5/1/2026 Fifth Third Bancorp849,980$303.07M0.6%+145.7%0.722%
5/1/2026 Summit Financial Strategies Inc.12,469$4.45M0.4%-2.2%0.011%
5/1/2026 WealthShield Partners LLC373$133K0.0%-88.2%0.000%
5/1/2026 TSA Wealth Managment LLC6,608$2.36M0.8%+1.9%0.006%
5/1/2026 Simplicity Wealth LLC3,218$1.15M0.1%+23.4%0.003%
5/1/2026 Avid Wealth Partners LLC1,649$588K0.3%N/A0.001%
5/1/2026 Sequoia Financial Advisors LLC74,728$26.65M0.1%-5.8%0.063%
5/1/2026 Independence Bank of Kentucky468$167K0.0%-17.6%0.000%
5/1/2026 Mascoma Wealth Management LLC265$94K0.0%N/A0.000%
5/1/2026 Beirne Wealth Consulting Services LLC1,105$394K0.1%-17.0%0.001%
5/1/2026 Carmel Capital Partners LLC596$213K0.1%-16.9%0.001%
4/30/2026 Hsbc Holdings PLC325,497$116.06M0.1%+1.0%0.276%
4/30/2026 Accredited Investors Inc.7,838$2.80M0.2%-25.4%0.007%
4/30/2026 Waterfront Wealth Inc.3,066$1.09M0.2%-0.9%0.003%
4/30/2026 Mason & Associates Inc164,995$57.20M11.1%-1.0%0.140%
4/30/2026 Beacon Financial Group7,795$2.78M0.3%-1.8%0.007%
4/30/2026 First Horizon Corp4,017$1.43M0.1%-30.7%0.003%
4/30/2026 Mosaic Family Wealth Partners LLC855$305K0.0%N/A0.001%
4/30/2026 Kestra Advisory Services LLC81,829$29.18M0.1%-12.9%0.069%
4/30/2026 Sumitomo Mitsui Trust Group Inc.15,053$5.37M0.0%+10.5%0.013%
4/30/2026 Personal CFO Solutions LLC1,158$413K0.1%+24.4%0.001%
4/30/2026 CFS Investment Advisory Services LLC4,155$1.62M0.1%-7.3%0.004%
4/29/2026 Rockwood Wealth Management LLC3,073$1.10M0.1%-12.7%0.003%
4/29/2026 Horst & Graben Wealth Management LLC5,808$2.27M0.3%-2.1%0.005%
4/29/2026 Unified Investment Management873$311K0.3%-15.5%0.001%
4/29/2026 Advance Capital Management Inc.34,516$12.31M0.5%-1.0%0.029%
4/29/2026 Integrated Advisors Network LLC10,720$3.82M0.2%-47.6%0.009%
4/29/2026 Shelton Wealth Management LLC15,179$5.41M2.4%-1.7%0.013%
4/29/2026 Westbourne Investment Advisors Inc.2,240$799K0.2%-5.9%0.002%
4/29/2026 Kiley Juergens Wealth Management LLC5,709$2.04M0.4%N/A0.005%
4/28/2026 Arbor Investment Advisors LLC290,982$103.75M13.5%-0.1%0.247%
4/28/2026 Kathmere Capital Management LLC975$348K0.0%N/A0.001%
4/28/2026 Whittier Trust Co.82,482$29.81M0.3%-3.3%0.070%
4/28/2026 Columbia Bank913$326K0.1%-8.4%0.001%
4/28/2026 Ascentis Independent Advisors12,600$4.49M0.3%+647.8%0.011%
4/28/2026 Stephens Inc. AR86,682$30.91M0.4%+1.7%0.074%
4/28/2026 B.O.S.S. Retirement Advisors LLC657$234K0.1%+6.0%0.001%
4/28/2026 Lee Danner & Bass Inc.3,795$1.35M0.1%-17.4%0.003%
4/28/2026 GM Advisory Group LLC57,402$20.47M0.8%-0.8%0.049%
4/28/2026 Hillcrest Wealth Advisors NY LLC7,725$2.75M1.1%-0.9%0.006%
4/28/2026 Brighton Jones LLC161,066$57.43M2.4%-3.0%0.135%
4/28/2026 Nixon Peabody Trust Co.131,275$46.81M3.7%+14.3%0.110%
4/28/2026 Evolution Wealth Management Inc.1,350$481K0.4%+33,650.0%0.001%
4/28/2026 Meramec Financial Planners LLC5,594$2.17M0.9%-15.1%0.005%
4/28/2026 WBH Advisory Inc.1,138$409K0.0%+16.2%0.001%
4/28/2026 QRG Capital Management Inc.21,668$7.73M0.1%-48.8%0.018%
4/27/2026 HB Wealth Management LLC42,229$15.06M0.1%+2.8%0.035%
4/27/2026 Osborne Partners Capital Management LLC1,524$543K0.0%-13.1%0.001%
4/27/2026 PFG Investments LLC1,621$578K0.0%-8.3%0.001%
4/27/2026 Baer Investment Advisory LLC827$295K0.0%N/A0.001%
4/27/2026 Lodestar Private Asset Management LLC13,804$4.92M0.5%+0.3%0.012%
4/27/2026 Turtle Creek Wealth Advisors LLC27,389$9.77M0.7%+0.8%0.023%
4/27/2026 Private Advisor Group LLC37,811$13.48M0.1%+5.9%0.032%
4/27/2026 Sound Income Strategies LLC79$28K0.0%N/A0.000%
4/25/2026 Patten Group Inc.2,679$955K0.2%-9.3%0.002%
4/25/2026 Keybank National Association OH19,267$6.87M0.0%+5.1%0.016%
4/25/2026 Center for Wealth Management Advisory7,663$2.73M2.0%-24.1%0.006%
4/24/2026 Stock Yards Bank & Trust Co.1,721$614K0.0%-3.0%0.001%
4/24/2026 Capital Asset Advisory Services LLC5,639$2.19M0.1%+13.3%0.005%
4/24/2026 Essex Financial Services Inc.6,317$2.25M0.1%-0.5%0.005%
4/24/2026 Fulton Bank N.A.7,448$2.66M0.1%+10.1%0.006%
4/24/2026 Financial Life Planners385$137K0.1%N/A0.000%


IWB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWB shares?

During the previous two years, 1,495 institutional investors and hedge funds held shares of iShares Russell 1000 ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($4.09B), FMR LLC ($3.17B), Bank of America Corp DE ($1.62B), Envestnet Asset Management Inc. ($1.53B), M&T Bank Corp ($1.06B), Northern Trust Corp ($1.01B), and LPL Financial LLC ($915.31M).Learn more on iShares Russell 1000 ETF's institutional investors.

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

Of the 1,216 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 ($3.30M), Jones Financial Companies Lllp ($1.86M), Allstate Corp ($1.38M), Kingstone Capital Partners Texas LLC ($1.21M), Focus Partners Wealth ($1.19M), Bank of America Corp DE ($1.07M), and Healthcare of Ontario Pension Plan Trust Fund ($1.03M).

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

Institutional investors have bought a total of 15,274,411 shares in the last 24 months. This purchase volume represents approximately $5.34B in transactions.

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

Of the 749 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: M&T Bank Corp ($2.91M), Millennium Management LLC ($2.38M), Morgan Stanley ($907.91K), Northwestern Mutual Wealth Management Co. ($644.48K), Halbert Hargrove Global Advisors LLC ($455.15K), Daido Life Insurance Co. ($439.14K), and Goldman Sachs Group Inc. ($434.55K).

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

Institutional investors have sold a total of 13,297,828 shares in the last 24 months. This volume of shares sold represents approximately $4.68B in transactions.



This page (NYSEARCA:IWB) was last updated on 5/5/2026 by MarketBeat.com Staff.
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