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iShares Russell 1000 ETF (IWB) Institutional Ownership

iShares Russell 1000 ETF logo
$406.63 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
847
Total
Institutional Inflows
(last 12 months)
$4.90B
Number of
Institutional Sellers
(last 12 months)
725
Total
Institutional Outflows
(last 12 months)
$4.02B
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Skip Chart & View Institutional Buying and Selling Data

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
5/22/2026WNY 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%
5/19/2026 Bank 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%
5/19/2026 Centaurus Financial Inc.2,093$746K0.0%-5.3%0.002%
5/19/2026 Bull Harbor Capital LLC561$200K0.1%N/A0.000%
5/19/2026 Strategic 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%
5/18/2026 Royal Bank of Canada377,116$134.46M0.0%-29.5%0.321%
5/18/2026 Empowered Funds LLC1,782$635K0.0%-40.7%0.002%
5/18/2026 Evercore Wealth Management LLC31,495$11.23M0.2%+123.2%0.027%
5/16/2026 Mittelman Wealth Management3,428$1.20M0.7%N/A0.003%
5/16/2026 Quantinno 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%
5/15/2026 Waverly Advisors LLC319,023$113.75M0.8%-2.3%0.271%
5/15/2026 London Co. of Virginia320$114K0.0%-98.9%0.000%
5/15/2026 Van 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%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund50,000$17.83M0.0%-90.0%0.042%
5/14/2026 Hilltop 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%
5/14/2026 Compound Planning Inc.22,016$7.85M0.2%+69.4%0.019%
5/14/2026 Klingman & Associates LLC22,034$7.86M0.4%+1.1%0.019%
5/14/2026 Modern Wealth Management LLC7,506$2.70M0.0%+16.6%0.006%
5/14/2026 Keebeck Wealth Management5,263$1.88M0.2%+2.8%0.004%
5/14/2026 RMG Wealth Management LLC129$46K0.0%N/A0.000%
5/14/2026 Gibbs Wealth Management1,226$437K0.1%+28.6%0.001%
5/14/2026 American Financial Advisors LLC108,328$38.63M5.2%-2.4%0.092%
5/14/2026 Sei Investments Co.9,559$3.41M0.0%+1.7%0.008%
5/14/2026 Davis R M Inc.58,937$21.02M0.4%-2.9%0.050%
5/14/2026 Lido Advisors LLC272,499$97.16M0.3%-3.3%0.232%
5/13/2026 Cetera Investment Advisers361,081$128.75M0.1%+2.4%0.307%
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5/13/2026 Parker Investment Management LLC87,063$31.04M4.7%-0.3%0.074%
5/13/2026 Aureus Asset Management LLC944$337K0.0%-12.4%0.001%
5/13/2026 Prestige Wealth Management Group LLC600$214K0.0%-4.0%0.001%
5/13/2026 Sachem Hill LLC88,231$31.46M6.1%-2.5%0.075%
5/13/2026 NewEdge Wealth LLC4,513$1.61M0.0%+3.8%0.004%
5/13/2026 First Citizens Bank & Trust Co.5,348$1.91M0.0%-77.6%0.005%
5/12/2026 Marin Bay Wealth Advisors LLC579$207K0.1%-18.8%0.000%
5/12/2026 Phillip James Consulting Co.12,082$4.31M3.2%N/A0.010%
5/8/2026 PNC Financial Services Group Inc.2,329,545$830.62M0.5%+1.4%1.980%
5/8/2026 HORAN Wealth LLC850$318K0.0%N/A0.001%
5/8/2026 Glenview Trust Co38,808$13.84M0.2%+0.1%0.033%
5/8/2026 Madison Asset Management LLC1,067$380K0.0%-51.6%0.001%
5/8/2026 Rice Partnership LLC45,746$16.31M2.2%+1.7%0.039%
5/8/2026 Johnson Financial Group Inc.54,265$19.35M0.7%+0.9%0.046%
5/7/2026 Paul R. Ried Financial Group LLC5,743$2.05M1.0%-1.6%0.005%
5/7/2026 AlTi Global Inc.22,671$8.08M0.2%-0.4%0.019%
5/7/2026 Grant Street Asset Management Inc.1,199$428K0.1%N/A0.001%
5/7/2026 Hollencrest Capital Management2,504$893K0.0%+13.4%0.002%
5/7/2026 Meeder Advisory Services Inc.1,148$409K0.0%-4.7%0.001%
5/7/2026 Lowe Brockenbrough & Co. Inc.3,235$1.15M0.1%-0.9%0.003%
5/7/2026 Parallel Advisors LLC6,813$2.43M0.0%+4.9%0.006%
5/7/2026 Decker Wealth Management LLC3,463$1.24M0.3%N/A0.003%
5/7/2026 Koss Olinger Consulting LLC38,634$13.78M1.2%-25.2%0.033%
5/7/2026 True North Advisors LLC4,239$1.51M0.2%+47.2%0.004%
5/7/2026 Paradigm Strategies in Wealth Management LLC1,572$561K0.4%-1.6%0.001%
5/7/2026 Vision Retirement LLC696$248K0.1%+16.0%0.001%
5/7/2026 Spartan Wealth Advisory Services LLC1,519$542K0.0%N/A0.001%
5/7/2026 Crescent Grove Advisors LLC1,522$543K0.1%+5.0%0.001%
5/6/2026 Zhang Financial LLC7,265$2.59M0.1%+13.1%0.006%
5/6/2026 Centennial Bank AR 28,514$10.17M3.6%-8.3%0.024%
5/6/2026 Simon Quick Advisors LLC1,417$505K0.0%-1.9%0.001%
5/6/2026 Kera Capital Partners Inc.9,401$3.35M0.4%+2.7%0.008%
5/6/2026 Cornerstone Planning Group LLC1,811$716K0.1%+4.4%0.002%
5/6/2026 Gryphon Financial Partners LLC7,159$2.55M0.3%+2.5%0.006%
5/6/2026 Modera Wealth Management LLC67,297$24.00M0.3%-1.0%0.057%
5/6/2026 Townsend Asset Management Corp NC ADV5,636$2.01M0.7%+5.1%0.005%
5/6/2026 Assetmark Inc.5,298$1.89M0.0%-12.0%0.005%
5/6/2026 Bessemer Group Inc.45,173$16.11M0.0%+7.4%0.038%
5/6/2026 Allspring Global Investments Holdings LLC90$32K0.0%-22.4%0.000%
5/6/2026 Independent Financial Group LLC4,450$1.59M0.0%N/A0.004%
5/6/2026 Prosperity Consulting Group LLC6,404$2.28M0.1%+100.1%0.005%
5/5/2026 Wealthfront Advisers LLC129,164$46.06M0.1%+12.0%0.110%
5/5/2026 D.A. Davidson & CO.6,291$2.24M0.0%-45.2%0.005%
5/5/2026 Navigation Group LLC825$294K0.1%N/A0.001%
5/5/2026 Bank of New York Mellon Corp164,874$58.79M0.0%-1.6%0.140%
5/5/2026 Geneos Wealth Management Inc.1,414$504K0.0%-5.3%0.001%
5/5/2026 Northstar Financial Companies Inc.33,254$11.86M9.4%-1.3%0.028%
5/5/2026 Ethos Financial Group LLC29,989$11.15M0.8%+2.6%0.025%
5/5/2026 SouthState Bank Corp3,989$1.42M0.1%-8.6%0.003%
5/5/2026 Sanctuary Advisors LLC28,275$10.08M0.1%-0.4%0.024%
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In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s known for playing his cards “close to the vest”… Is going to give you the name and ticker symbol of a company he believes will skyrocket thanks to the coming Starlink IPO…tc pixel

Click here to watch this short 3-minute video now.
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%


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 1,219 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 13,749,647 shares in the last 24 months. This purchase volume represents approximately $4.90B in transactions.

Of the 725 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 11,022,670 shares in the last 24 months. This volume of shares sold represents approximately $4.02B in transactions.



This page (NYSEARCA:IWB) was last updated on 5/25/2026 by MarketBeat.com Staff.
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