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iShares Russell 1000 ETF (IWB) Institutional Ownership

iShares Russell 1000 ETF logo
$424.78 -0.15 (-0.04%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$424.74 -0.03 (-0.01%)
As of 10/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
722
Total
Institutional Inflows
(last 12 months)
$3.35B
Number of
Institutional Sellers
(last 12 months)
648
Total
Institutional Outflows
(last 12 months)
$3.57B
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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
10/13/2026Mechanics Bank Trust Department1,900$791K0.1%N/A0.002%
10/13/2026Forvis Mazars Wealth Advisors LLC9,636$4.01M0.1%N/A0.008%
10/13/2026First Financial Corp IN4,597$1.91M0.7%N/A0.004%
10/13/2026Sax Wealth Advisors LLC1,980$824K0.0%-16.2%0.002%
10/13/2026Fragasso Financial Advisors Inc7,937$3.38M0.2%N/A0.007%
10/13/2026Fermata Advisors LLC1,136$473K0.1%-26.2%0.001%
10/13/2026NorthCrest Asset Manangement LLC6,433$2.72M0.1%+6.9%0.006%
10/13/2026Avior Wealth Management LLC12,792$5.28M0.1%N/A0.011%
10/10/2026RTD Financial Advisors Inc.93,063$38.73M4.2%-0.4%0.080%
10/10/2026Arbor Wealth Advisors LLC1,262$525K0.3%-4.5%0.001%
10/10/2026Gilpin Wealth Management LLC3,596$1.50M1.0%-1.2%0.003%
10/10/2026Atlas Brown Inc.900$375K0.1%N/A0.001%
10/9/2026Avity Investment Management Inc.979$407K0.0%N/A0.001%
10/9/2026Riversedge Advisors LLC1,505$626K0.1%N/A0.001%
10/9/2026Lawood & Co.856$356K0.2%-2.8%0.001%
10/9/2026Graves Light Lenhart Wealth Inc.25,124$10.46M1.0%-0.1%0.022%
10/9/2026Breakwater Capital Group19,645$8.18M1.0%+1.5%0.017%
10/9/2026MKD Wealth Coaches LLC10,022$4.17M3.5%N/A0.009%
10/9/2026ACT Wealth Management LLC79,833$33.22M9.9%-2.0%0.069%
10/9/2026Monument Capital Management19,933$8.30M1.7%+1.0%0.017%
10/9/2026Stableford Capital II LLC1,663$692K0.2%-54.1%0.001%
10/9/2026Acropolis Investment Management LLC7,558$3.15M0.1%N/A0.006%
10/8/2026Hamilton Capital LLC28,905$12.03M0.7%N/A0.025%
10/8/2026Farther Finance Advisors LLC39,838$16.58M0.1%-5.8%0.034%
10/8/2026YHB Investment Advisors Inc.39,513$16.44M1.1%N/A0.034%
10/8/2026Apella Capital LLC22,175$9.41M0.1%+23.7%0.019%
10/8/2026Avidian Wealth Enterprises LLC15,172$6.31M0.2%N/A0.013%
10/7/2026Venture Visionary Partners LLC1,064$443K0.0%-4.0%0.001%
10/7/2026Retirement Wealth Solutions LLC2,302$958K0.5%+1.2%0.002%
10/7/2026Canandaigua National Bank & Trust Co.1,525$635K0.1%N/A0.001%
10/7/2026North Point Portfolio Managers Corp OH91$38K0.0%N/A0.000%
10/7/2026SigFig Wealth Management LLC14,912$6.21M0.2%-1.3%0.013%
10/7/2026American National Bank & Trust24,544$10.21M0.9%N/A0.021%
10/7/2026Asempa Wealth Advisors4,711$1.96M1.5%-8.9%0.004%
10/6/2026Juncture Wealth Strategies LLC1,107$461K0.1%N/A0.001%
10/6/2026Paladin Partners LLC55,022$22.90M15.4%+5.1%0.047%
10/6/2026Colton Groome Financial Advisors LLC4,360$1.81M0.4%-1.1%0.004%
10/6/2026Iowa State Bank800$333K0.1%N/A0.001%
10/6/2026Legacy Private Trust Co.3,264$1.36M0.1%N/A0.003%
10/5/2026Box Hill Private Wealth LLC7,744$3.22M2.3%+6.1%0.007%
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10/5/2026Horizons Wealth Management170$71K0.0%N/A0.000%
10/5/2026Tompkins Financial Corp427$178K0.0%N/A0.000%
10/5/2026Ferguson Wellman Capital Management Inc.7,348$3.06M0.0%N/A0.006%
10/5/2026CapWealth Advisors LLC713$297K0.0%N/A0.001%
10/5/2026Adelphi Trust Co1,497$623K0.4%+9.8%0.001%
10/5/2026Eastern Bank5,078$2.11M0.0%N/A0.004%
10/5/2026Rockland Trust Co.2,519$1.05M0.0%N/A0.002%
10/5/2026MassMutual Private Wealth & Trust FSB2,424$1.01M0.0%N/A0.002%
10/2/2026 Polaris Financial Partners748$309K0.1%N/A0.001%
10/2/2026 Planning Strategies Inc.73$30K0.0%N/A0.000%
10/2/2026 Global Wealth Strategies & Associates1,414$588K0.1%+2.1%0.001%
10/1/2026 Montecito Bank & Trust3,334$1.39M0.2%N/A0.003%
10/1/2026 Coastline Trust Co941$392K0.0%N/A0.001%
9/23/2026QRG Capital Management Inc.7,145$2.93M0.0%-67.0%0.006%
9/23/2026Envestnet Portfolio Solutions Inc.113,304$46.40M0.2%-22.7%0.096%
9/23/2026Envestnet Asset Management Inc.3,908,505$1.60B0.2%-10.0%3.325%
9/18/2026Security National Bank of Sioux City Iowa IA240$98K0.0%N/A0.000%
9/9/2026Capstone Financial Advisors Inc.637,495$261.05M12.7%-1.4%0.539%
9/9/2026Tortoise Investment Management LLC46,519$19.05M1.4%-0.9%0.039%
9/9/2026Sequoia Financial Advisors LLC74,305$30.43M0.2%-0.6%0.063%
9/9/2026Tidal Investments LLC19,793$8.11M0.0%+4.8%0.017%
9/9/2026MCF Advisors LLC66$27K0.0%+127.6%0.000%
9/9/2026Summit Financial Strategies Inc.12,396$5.08M0.4%-0.6%0.010%
9/9/2026SVB Wealth LLC6,211$2.54M0.1%-28.6%0.005%
9/9/2026NorthRock Partners LLC295,228$120.90M1.8%-1.0%0.250%
9/9/2026Integrated Wealth Concepts LLC70,239$28.76M0.2%+7.6%0.059%
9/9/2026RFG Advisory LLC1,626$666K0.0%+7.3%0.001%
9/9/2026NewEdge Advisors LLC128,083$52.45M0.2%+2.1%0.108%
9/9/2026Pointe Capital Management LLC1,059$434K0.2%-20.3%0.001%
9/9/2026IFP Advisors Inc8,043$3.29M0.1%-16.7%0.007%
9/9/2026Squarepoint Ops LLC8,324$3.41M0.0%N/A0.007%
9/9/2026Baird Financial Group Inc.227,369$93.11M0.1%-0.8%0.192%
9/9/2026Centerline Wealth Advisors LLC27,477$11.25M3.5%N/A0.023%
9/9/2026BayBridge Capital Group LLC1,487$609K0.3%N/A0.001%
9/8/2026Allworth Financial LP16,029$6.56M0.0%-2.6%0.014%
9/8/2026Waverly Advisors LLC314,703$128.87M0.7%-1.4%0.266%
9/4/2026Parkside Financial Bank & Trust27,259$11.16M0.8%+0.2%0.023%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group1,799$737K0.1%-7.8%0.002%
9/2/2026Range Advisory LLC4,612$1.89M0.2%+9.9%0.004%
8/28/2026Cornerstone Financial Management LLC2,498$1.02M0.8%-3.8%0.002%
8/27/2026Corient Private Wealth LP184,908$75.72M0.1%+3.0%0.156%
8/27/2026Tucker Asset Management LLC613$251K0.1%-5.8%0.001%
8/26/2026HORAN Wealth LLC1,002$410K0.1%+17.9%0.001%
8/23/2026Ameritas Advisory Services LLC936$383K0.0%+17.3%0.001%
8/23/2026Guardian Wealth Advisors LLC NC9,543$3.91M0.2%-4.9%0.008%
8/23/2026Henrickson Nauta Wealth Advisors Inc.2,839$1.16M0.3%-0.9%0.002%
8/23/2026Wedmont Private Capital4,708$1.95M0.1%+16.7%0.004%
8/23/2026Kintra Wealth LLC687$293K0.0%+15.5%0.001%
8/23/2026HB Wealth Management LLC43,288$17.73M0.1%+2.5%0.037%
8/23/2026Semitam Bonam LLC2,787$1.14M0.8%-3.8%0.002%
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8/23/2026Angeles Wealth Management LLC284$116K0.0%+202.1%0.000%
8/23/2026Unique Wealth LLC32,447$13.29M1.5%+1,977.3%0.027%
8/22/2026Rose Capital Advisors LLC1,890$774K0.4%N/A0.002%
8/22/2026Schuylkill Financial LLC793$325K0.3%N/A0.001%
8/22/2026Compass Financial Management LLC442$186K0.0%N/A0.000%
8/22/2026Gainline Financial Partners LLC642$263K0.2%N/A0.001%
8/22/2026Maloon Powers Pitre Higgins & Dennehy LLC2,299$941K0.3%N/A0.002%
8/22/2026Highland Investment Advisors LLC1,816$744K0.3%N/A0.002%
8/22/2026TOP Private Wealth LLC.160$66K0.1%N/A0.000%
8/22/2026Formulate Financial LLC26,128$10.70M11.3%+0.8%0.022%


IWB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,506 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. ($1.60B), 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 1,204 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 ($833K).

Institutional investors have bought a total of 9,052,040 shares in the last 24 months. This purchase volume represents approximately $3.35B 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), Envestnet Asset Management Inc. ($705.94K), Northwestern Mutual Wealth Management Co. ($644.48K), Halbert Hargrove Global Advisors LLC ($455.15K), Healthcare of Ontario Pension Plan Trust Fund ($449K), and Goldman Sachs Group Inc. ($434.55K).

Institutional investors have sold a total of 9,601,572 shares in the last 24 months. This volume of shares sold represents approximately $3.57B in transactions.



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 10/14/2026. New 13F filings are added each quarter as they're published.
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