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iShares Russell 1000 ETF (IWB) Institutional Ownership

iShares Russell 1000 ETF logo
$423.06 +4.63 (+1.11%)
As of 04:10 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)
704
Total
Institutional Inflows
(last 12 months)
$3.26B
Number of
Institutional Sellers
(last 12 months)
648
Total
Institutional Outflows
(last 12 months)
$3.42B
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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
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group1,799$737K0.1%-7.8%0.002%
9/2/2026 Range Advisory LLC4,612$1.89M0.2%+9.9%0.004%
8/28/2026 Cornerstone Financial Management LLC2,498$1.02M0.8%-3.8%0.002%
8/27/2026 Corient Private Wealth LP184,908$75.72M0.1%+3.0%0.156%
8/27/2026 Tucker Asset Management LLC613$251K0.1%-5.8%0.001%
8/26/2026 HORAN Wealth LLC1,002$410K0.1%+17.9%0.001%
8/23/2026 Ameritas Advisory Services LLC936$383K0.0%+17.3%0.001%
8/23/2026 Guardian Wealth Advisors LLC NC9,543$3.91M0.2%-4.9%0.008%
8/23/2026 Henrickson Nauta Wealth Advisors Inc.2,839$1.16M0.3%-0.9%0.002%
8/23/2026 Wedmont Private Capital4,708$1.95M0.1%+16.7%0.004%
8/23/2026 Kintra Wealth LLC687$293K0.0%+15.5%0.001%
8/23/2026 HB Wealth Management LLC43,288$17.73M0.1%+2.5%0.037%
8/23/2026 Semitam Bonam LLC2,787$1.14M0.8%-3.8%0.002%
8/23/2026 Angeles Wealth Management LLC284$116K0.0%+202.1%0.000%
8/23/2026 Unique Wealth LLC32,447$13.29M1.5%+1,977.3%0.027%
8/22/2026 Rose Capital Advisors LLC1,890$774K0.4%N/A0.002%
8/22/2026 Schuylkill Financial LLC793$325K0.3%N/A0.001%
8/22/2026 Compass Financial Management LLC442$186K0.0%N/A0.000%
8/22/2026 Gainline Financial Partners LLC642$263K0.2%N/A0.001%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC2,299$941K0.3%N/A0.002%
8/22/2026 Highland Investment Advisors LLC1,816$744K0.3%N/A0.002%
8/22/2026 TOP Private Wealth LLC.160$66K0.1%N/A0.000%
8/22/2026 Formulate Financial LLC26,128$10.70M11.3%+0.8%0.022%
8/22/2026 SMART Wealth LLC513$210K0.0%N/A0.000%
8/22/2026 Retirement Wealth Solutions LLC2,274$931K0.5%+1.7%0.002%
8/22/2026 Tudor Financial Inc.23,378$9.57M4.3%-46.7%0.020%
8/22/2026 NWF Advisory Services Inc.2,351$963K0.1%-3.2%0.002%
8/22/2026 Tassel Capital Management Inc.3,016$1.24M0.6%N/A0.003%
8/22/2026 Kickstand Ventures LLC.2,767$1.13M0.2%-1.4%0.002%
8/22/2026 Concurrent Investment Advisors LLC10,343$4.24M0.0%+72.5%0.009%
8/21/2026 Mason & Associates Inc166,139$68.03M10.8%+0.7%0.141%
8/21/2026 Lowery Thomas LLC14,833$6.07M2.9%+0.2%0.013%
8/21/2026 Carter Financial Group INC.1,547$633K0.3%-2.5%0.001%
8/21/2026 Athena Investment Management637$261K0.2%-10.5%0.001%
8/21/2026 Beacon Capital Management LLC507$207K0.0%N/A0.000%
8/21/2026 Greenspring Advisors LLC4,722$1.93M0.1%-1.0%0.004%
8/21/2026 Coppell Advisory Solutions LLC88$36K0.0%N/A0.000%
8/21/2026 Firestone Capital Management28,560$11.70M2.2%-1.4%0.024%
8/21/2026 SkyOak Wealth LLC1,055$432K0.1%-3.8%0.001%
8/21/2026 XML Financial LLC81,941$33.56M2.4%-0.8%0.069%
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8/21/2026 Independence Bank of Kentucky2,770$1.13M0.1%+491.9%0.002%
8/21/2026 Bedel Financial Consulting Inc.980$401K0.0%+6.9%0.001%
8/21/2026 Investors Research Corp159$65K0.0%-45.4%0.000%
8/20/2026 Gill Capital Partners LLC73$30K0.0%-38.1%0.000%
8/20/2026 Rehmann Capital Advisory Group14,442$5.91M0.2%+3.4%0.012%
8/19/2026 Field & Main Bank400$97K0.0%N/A0.000%
8/19/2026 Field & Main Bank960$119K0.0%N/A0.001%
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%
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%
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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%


IWB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,498 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 1,193 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 ($2.95M), 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 8,842,846 shares in the last 24 months. This purchase volume represents approximately $3.26B in transactions.

Of the 648 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 Envestnet Asset Management Inc. ($271.20K).

Institutional investors have sold a total of 9,265,149 shares in the last 24 months. This volume of shares sold represents approximately $3.42B in transactions.


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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 9/2/2026. New 13F filings are added each quarter as they're published.
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