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iShares Russell 1000 ETF (IWB) Institutional Ownership

iShares Russell 1000 ETF logo
$408.75 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
852
Total
Institutional Inflows
(last 12 months)
$4.75B
Number of
Institutional Sellers
(last 12 months)
728
Total
Institutional Outflows
(last 12 months)
$4.02B
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IWB Institutional Buying and Selling by Quarter

iShares Russell 1000 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 Box Hill Private Wealth LLC7,296$2.99M2.4%+4.8%0.006%
7/2/2026 MassMutual Private Wealth & Trust FSB2,565$1.05M0.0%-5.1%0.002%
7/1/2026 Eastern Bank5,194$2.13M0.0%+169.5%0.004%
7/1/2026 Global Wealth Strategies & Associates1,385$567K0.1%+4.4%0.001%
6/25/2026Paladin Partners LLC52,825$18.84M13.6%+9.5%0.045%
6/25/2026Hamilton Wealth LLC2,745$979K0.2%N/A0.002%
6/16/2026Steelhead Wealth Management LLC2,428$865K0.4%N/A0.002%
6/16/2026Empowered Funds LLC1,782$635K0.0%-40.7%0.002%
6/10/2026FAS Wealth Partners Inc.1,606$573K0.0%+12.5%0.001%
6/9/2026Rathbones Group PLC793$283K0.0%+26.5%0.001%
6/3/2026Wealthquest Corp3,058$1.09M0.1%-3.1%0.003%
6/3/2026DV Trading LLC6,958$2.48M0.1%N/A0.006%
6/3/2026Parallel Advisors LLC6,813$2.43M0.0%+4.9%0.006%
6/3/2026NewEdge Advisors LLC125,398$44.71M0.2%-0.2%0.107%
6/1/2026Keel Point LLC123,959$44.20M2.9%+0.1%0.105%
5/29/2026Mullaney Keating & Wright Inc.51,951$18.52M10.0%-3.1%0.044%
5/29/2026Asset Dedication LLC6,093$2.17M0.2%+13.4%0.005%
5/28/2026Cozad Asset Management Inc.2,904$1.04M0.1%-3.9%0.002%
5/27/2026Security Financial Services INC.8,641$3.08M0.5%-0.4%0.007%
5/27/2026Westshore Wealth LLC1,699$606K0.2%-68.1%0.001%
5/26/2026Glenmede Trust Co. NA67,422$24.04M0.1%-1.0%0.057%
5/26/2026Ruggaard & Associates LLC1,368$488K0.2%-2.5%0.001%
5/22/2026WNY Asset Management LLC1,755$626K0.1%N/A0.001%
5/22/2026Wellington Grp LLC124$44K0.0%-53.9%0.000%
5/20/2026SOA Wealth Advisors LLC.2,076$740K0.1%-1.7%0.002%
5/19/2026Bank of America Corp DE5,155,585$1.84B0.1%+4.9%4.382%
5/19/2026Hamilton Wealth LLC2,745$979K0.1%N/A0.002%
5/19/2026Edgestream Partners L.P.1,629$581K0.0%-51.0%0.001%
5/19/2026Centaurus Financial Inc.2,093$746K0.0%-5.3%0.002%
5/19/2026Bull Harbor Capital LLC561$200K0.1%N/A0.000%
5/19/2026Strategic Investment Advisors MI14,663$5.23M0.4%-2.1%0.012%
5/19/2026Arkadios Wealth Advisors7,733$2.76M0.0%+21.3%0.007%
5/18/2026EverSource Wealth Advisors LLC9,160$3.27M0.1%-12.8%0.008%
5/18/2026Royal Bank of Canada377,116$134.46M0.0%-29.5%0.321%
5/18/2026Empowered Funds LLC1,782$635K0.0%-40.7%0.002%
5/18/2026Evercore Wealth Management LLC31,495$11.23M0.2%+123.2%0.027%
5/16/2026Mittelman Wealth Management3,428$1.20M0.7%N/A0.003%
5/16/2026Quantinno Capital Management LP89,506$31.91M0.1%+8.8%0.076%
5/15/2026Gateway Wealth Partners LLC3,184$1.14M0.0%+365.5%0.003%
5/15/2026Vawter Financial Ltd.3,366$1.20M0.5%-1.2%0.003%
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5/15/2026Waverly Advisors LLC319,023$113.75M0.8%-2.3%0.271%
5/15/2026London Co. of Virginia320$114K0.0%-98.9%0.000%
5/15/2026Van Den Berg Management I Inc.161$57K0.0%-90.1%0.000%
5/15/2026Wealth Alliance LLC2,423$864K0.1%-52.9%0.002%
5/15/2026St. Louis Trust Co95,825$34.17M4.0%-0.7%0.081%
5/15/2026Bridgewater Advisors Inc.1,323$472K0.0%+31.6%0.001%
5/14/2026Sentinel Advisory Group LLC10,568$3.77M1.8%N/A0.009%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund50,000$17.83M0.0%-90.0%0.042%
5/14/2026Hilltop Holdings Inc.5,992$2.14M0.2%-31.9%0.005%
5/14/2026GC Wealth Management RIA LLC23,643$8.43M0.3%-9.8%0.020%
5/14/2026FCA Corp TX17,168$6.12M1.7%-3.2%0.015%
5/14/2026Compound Planning Inc.22,016$7.85M0.2%+69.4%0.019%
5/14/2026Klingman & Associates LLC22,034$7.86M0.4%+1.1%0.019%
5/14/2026Modern Wealth Management LLC7,506$2.70M0.0%+16.6%0.006%
5/14/2026Keebeck Wealth Management5,263$1.88M0.2%+2.8%0.004%
5/14/2026RMG Wealth Management LLC129$46K0.0%N/A0.000%
5/14/2026Gibbs Wealth Management1,226$437K0.1%+28.6%0.001%
5/14/2026American Financial Advisors LLC108,328$38.63M5.2%-2.4%0.092%
5/14/2026Sei Investments Co.9,559$3.41M0.0%+1.7%0.008%
5/14/2026Davis R M Inc.58,937$21.02M0.4%-2.9%0.050%
5/14/2026Lido Advisors LLC272,499$97.16M0.3%-3.3%0.232%
5/13/2026Cetera Investment Advisers361,081$128.75M0.1%+2.4%0.307%
5/13/2026Parker Investment Management LLC87,063$31.04M4.7%-0.3%0.074%
5/13/2026Aureus Asset Management LLC944$337K0.0%-12.4%0.001%
5/13/2026Prestige Wealth Management Group LLC600$214K0.0%-4.0%0.001%
5/13/2026Sachem Hill LLC88,231$31.46M6.1%-2.5%0.075%
5/13/2026NewEdge Wealth LLC4,513$1.61M0.0%+3.8%0.004%
5/13/2026First Citizens Bank & Trust Co.5,348$1.91M0.0%-77.6%0.005%
5/12/2026Marin Bay Wealth Advisors LLC579$207K0.1%-18.8%0.000%
5/12/2026Phillip James Consulting Co.12,082$4.31M3.2%N/A0.010%
5/8/2026PNC Financial Services Group Inc.2,329,545$830.62M0.5%+1.4%1.980%
5/8/2026HORAN Wealth LLC850$318K0.0%N/A0.001%
5/8/2026Glenview Trust Co38,808$13.84M0.2%+0.1%0.033%
5/8/2026Madison Asset Management LLC1,067$380K0.0%-51.6%0.001%
5/8/2026Rice Partnership LLC45,746$16.31M2.2%+1.7%0.039%
5/8/2026Johnson Financial Group Inc.54,265$19.35M0.7%+0.9%0.046%
5/7/2026Paul R. Ried Financial Group LLC5,743$2.05M1.0%-1.6%0.005%
5/7/2026AlTi Global Inc.22,671$8.08M0.2%-0.4%0.019%
5/7/2026Grant Street Asset Management Inc.1,199$428K0.1%N/A0.001%
5/7/2026Hollencrest Capital Management2,504$893K0.0%+13.4%0.002%
5/7/2026Meeder Advisory Services Inc.1,148$409K0.0%-4.7%0.001%
5/7/2026Lowe Brockenbrough & Co. Inc.3,235$1.15M0.1%-0.9%0.003%
5/7/2026Parallel Advisors LLC6,813$2.43M0.0%+4.9%0.006%
5/7/2026Decker Wealth Management LLC3,463$1.24M0.3%N/A0.003%
5/7/2026Koss Olinger Consulting LLC38,634$13.78M1.2%-25.2%0.033%
5/7/2026True North Advisors LLC4,239$1.51M0.2%+47.2%0.004%
5/7/2026Paradigm Strategies in Wealth Management LLC1,572$561K0.4%-1.6%0.001%
5/7/2026Vision Retirement LLC696$248K0.1%+16.0%0.001%
5/7/2026Spartan Wealth Advisory Services LLC1,519$542K0.0%N/A0.001%
5/7/2026Crescent Grove Advisors LLC1,522$543K0.1%+5.0%0.001%
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5/6/2026Zhang Financial LLC7,265$2.59M0.1%+13.1%0.006%
5/6/2026Centennial Bank AR 28,514$10.17M3.6%-8.3%0.024%
5/6/2026Simon Quick Advisors LLC1,417$505K0.0%-1.9%0.001%
5/6/2026Kera Capital Partners Inc.9,401$3.35M0.4%+2.7%0.008%
5/6/2026Cornerstone Planning Group LLC1,811$716K0.1%+4.4%0.002%
5/6/2026Gryphon Financial Partners LLC7,159$2.55M0.3%+2.5%0.006%
5/6/2026Modera Wealth Management LLC67,297$24.00M0.3%-1.0%0.057%
5/6/2026Townsend Asset Management Corp NC ADV5,636$2.01M0.7%+5.1%0.005%
5/6/2026Assetmark Inc.5,298$1.89M0.0%-12.0%0.005%
5/6/2026Bessemer Group Inc.45,173$16.11M0.0%+7.4%0.038%


IWB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,502 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 ($1.84B), 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.

Of the 1,221 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), Bank of America Corp DE ($1.31M), Kingstone Capital Partners Texas LLC ($1.21M), Focus Partners Wealth ($1.19M), and Healthcare of Ontario Pension Plan Trust Fund ($1.03M).

Institutional investors have bought a total of 13,251,946 shares in the last 24 months. This purchase volume represents approximately $4.75B in transactions.

Of the 728 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), Morgan Stanley ($907.91K), Northwestern Mutual Wealth Management Co. ($644.48K), Halbert Hargrove Global Advisors LLC ($455.15K), Healthcare of Ontario Pension Plan Trust Fund ($449K), Goldman Sachs Group Inc. ($434.55K), and Johns Hopkins University ($370.45K).

Institutional investors have sold a total of 11,027,640 shares in the last 24 months. This volume of shares sold represents approximately $4.02B in transactions.


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This page (NYSEARCA:IWB) was last updated on 7/5/2026 by MarketBeat.com Staff.
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