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iShares Russell 1000 ETF (IWB) Institutional Ownership

iShares Russell 1000 ETF logo
$425.04 -1.00 (-0.23%)
As of 01:34 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Russell 1000 ETF (NYSEARCA:IWB)

Number of
Institutional Buyers
(last 12 months)
707
Total
Institutional Inflows
(last 12 months)
$3.57B
Number of
Institutional Sellers
(last 12 months)
653
Total
Institutional Outflows
(last 12 months)
$3.63B
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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
8/11/2026 Donald Smith & CO. Inc.13,000$3.15M0.1%N/A0.011%
8/11/2026 Notis McConarty Edward1,585$649K0.3%N/A0.001%
8/11/2026 Somerville Kurt F600$246K0.1%N/A0.001%
8/7/2026 Trust Co. of Vermont697$285K0.0%N/A0.001%
8/5/2026USA Financial Formulas1,723$614K0.1%-5.4%0.001%
7/10/2026 Investors Research Corp159$65K0.0%-45.4%0.000%
7/10/2026 Annex Advisory Services LLC2,346$961K0.0%-6.3%0.002%
7/10/2026 Accel Wealth Management718$294K0.1%N/A0.001%
7/10/2026 JFS Wealth Advisors LLC196,255$80.37M4.0%-1.6%0.167%
7/10/2026 GenWealth Group Inc.6,229$2.55M0.4%-0.9%0.005%
7/10/2026 Fulton Bank N.A.6,881$2.82M0.1%-7.6%0.006%
7/10/2026 Wealthcare Advisory Partners LLC46,059$18.86M0.4%-2.9%0.039%
7/9/2026 Financial Management Professionals Inc.137,398$56.26M5.3%+18.0%0.117%
7/9/2026 Wealthcare Capital Partners LLC1,783$730K0.3%+31.2%0.002%
7/9/2026 Atlas Brown Inc.900$369K0.1%-10.0%0.001%
7/9/2026 Focus Financial Network Inc.4,867$1.99M0.1%-6.2%0.004%
7/9/2026 Wealthcare Capital Management LLC4,774$1.96M0.2%+5.3%0.004%
7/9/2026 Legacy Wealth Management LLC702,613$287.72M15.1%-0.8%0.597%
7/9/2026 Corepath Wealth Partners LLC26,264$10.72M6.7%+2.1%0.022%
7/9/2026 Franklin Parlapiano Turner & Welch LLC91,894$37.63M8.5%-1.3%0.078%
7/9/2026 Yanni & Associates Investment Advisors LLC1,501$615K0.6%-8.6%0.001%
7/9/2026 Sax Wealth Advisors LLC2,363$968K0.0%+28.7%0.002%
7/9/2026 Legacy Wealth Management LLC MS875$358K0.1%-2.8%0.001%
7/9/2026 Pine Haven Investment Counsel Inc1,080$442K0.3%-33.3%0.001%
7/9/2026 Breakwater Capital Group19,355$7.93M1.0%+2.1%0.016%
7/9/2026 Affinity Capital Advisors LLC495$204K0.0%N/A0.000%
7/9/2026 Valeo Financial Advisors LLC13,345$5.47M0.1%+10.8%0.011%
7/8/2026 Rockland Trust Co.2,519$1.03M0.0%+1.1%0.002%
7/8/2026 Quantum Financial Advisors LLC500$205K0.0%N/A0.000%
7/8/2026 Trust Point Inc.46,868$19.19M1.6%-15.2%0.040%
7/8/2026 Finley Financial LLC4,745$1.94M0.8%-4.4%0.004%
7/8/2026 Factor Wealth Management LTD1,264$518K0.1%-4.3%0.001%
7/8/2026 Praetorian Wealth Management Inc.2,985$1.22M0.2%-9.1%0.003%
7/8/2026 RVW Wealth LLC555$227K0.0%N/A0.000%
7/8/2026 ACT Wealth Management LLC81,458$33.36M9.8%+4.9%0.069%
7/8/2026 Westmount Partners LLC4,776$1.96M0.4%-0.9%0.004%
7/8/2026 Evanson Financial LLC20,532$8.41M0.4%N/A0.017%
7/8/2026 Thrive Wealth Management LLC775$317K0.0%+14.8%0.001%
7/7/2026 Fermata Advisors LLC1,540$631K0.1%-10.3%0.001%
7/7/2026 Balefire LLC556$228K0.0%N/A0.000%
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7/7/2026 Dynamic Advisor Solutions LLC2,089$856K0.0%-3.8%0.002%
7/7/2026 Graves Light Lenhart Wealth Inc.25,154$10.30M1.0%-0.8%0.021%
7/7/2026 GAMMA Investing LLC1,975$809K0.0%+239.3%0.002%
7/7/2026 Avior Wealth Management LLC13,055$5.31M0.1%-5.1%0.011%
7/7/2026 Harbor Investment Advisory LLC14,025$5.74M0.4%+7.5%0.012%
7/7/2026 Canandaigua National Bank & Trust Co.1,525$624K0.1%N/A0.001%
7/7/2026 St. Clair Advisors LLC12,828$5.25M1.4%-60.8%0.011%
7/7/2026 Paul R. Ried Financial Group LLC4,832$1.98M0.9%-15.9%0.004%
7/6/2026 Stableford Capital II LLC3,622$1.48M0.5%+221.1%0.003%
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%
6/25/2026 Paladin Partners LLC52,825$18.84M13.6%+9.5%0.045%
6/25/2026 Hamilton 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%
6/10/2026 FAS Wealth Partners Inc.1,606$573K0.0%+12.5%0.001%
6/9/2026 Rathbones Group PLC793$283K0.0%+26.5%0.001%
6/3/2026 Wealthquest Corp3,058$1.09M0.1%-3.1%0.003%
6/3/2026DV Trading LLC6,958$2.48M0.1%N/A0.006%
6/3/2026 Parallel Advisors LLC6,813$2.43M0.0%+4.9%0.006%
6/3/2026 NewEdge Advisors LLC125,398$44.71M0.2%-0.2%0.107%
6/1/2026Keel Point LLC123,959$44.20M2.9%+0.1%0.105%
5/29/2026 Mullaney Keating & Wright Inc.51,951$18.52M10.0%-3.1%0.044%
5/29/2026 Asset 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%
5/27/2026 Security Financial Services INC.8,641$3.08M0.5%-0.4%0.007%
5/27/2026 Westshore Wealth LLC1,699$606K0.2%-68.1%0.001%
5/26/2026 Glenmede 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%
5/20/2026 SOA 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%
5/19/2026 Hamilton Wealth LLC2,745$979K0.1%N/A0.002%
5/19/2026 Edgestream Partners L.P.1,629$581K0.0%-51.0%0.001%
5/19/2026Centaurus Financial Inc.2,093$746K0.0%-5.3%0.002%
5/19/2026 Bull Harbor Capital LLC561$200K0.1%N/A0.000%
5/19/2026Strategic Investment Advisors MI14,663$5.23M0.4%-2.1%0.012%
5/19/2026 Arkadios Wealth Advisors7,733$2.76M0.0%+21.3%0.007%
5/18/2026 EverSource 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%
5/16/2026 Mittelman Wealth Management3,428$1.20M0.7%N/A0.003%
5/16/2026Quantinno Capital Management LP89,506$31.91M0.1%+8.8%0.076%
5/15/2026 Gateway Wealth Partners LLC3,184$1.14M0.0%+365.5%0.003%
5/15/2026 Vawter Financial Ltd.3,366$1.20M0.5%-1.2%0.003%
5/15/2026Waverly Advisors LLC319,023$113.75M0.8%-2.3%0.271%
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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%
5/15/2026 Wealth Alliance LLC2,423$864K0.1%-52.9%0.002%
5/15/2026 St. Louis Trust Co95,825$34.17M4.0%-0.7%0.081%
5/15/2026 Bridgewater Advisors Inc.1,323$472K0.0%+31.6%0.001%
5/14/2026 Sentinel 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%
5/14/2026 GC Wealth Management RIA LLC23,643$8.43M0.3%-9.8%0.020%
5/14/2026 FCA Corp TX17,168$6.12M1.7%-3.2%0.015%


IWB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,486 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 1,185 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 9,783,677 shares in the last 24 months. This purchase volume represents approximately $3.57B in transactions.

Of the 650 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 9,879,955 shares in the last 24 months. This volume of shares sold represents approximately $3.63B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IWB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/11/2026. New 13F filings are added each quarter as they're published.
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