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iShares Russell 1000 ETF (IWB) Institutional Ownership

iShares Russell 1000 ETF logo
$332.16 -1.58 (-0.47%)
Closing price 01/31/2025 04:10 PM Eastern
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$332.16 0.00 (0.00%)
As of 01/31/2025 05:30 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)
634
Total
Institutional Inflows
(last 12 months)
$2.76B
Number of
Institutional Sellers
(last 12 months)
521
Total
Institutional Outflows
(last 12 months)
$1.79B
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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
1/31/2025Global Retirement Partners LLC3,347$1.08M0.0%+12.7%0.003%
1/31/2025Cornerstone Advisors Asset Management LLC7,916$2.55M0.6%+4.6%0.006%
1/31/2025Bigelow Investment Advisors LLC720$232K0.1%-21.7%0.001%
1/31/2025Vawter Financial Ltd.3,461$1.12M0.7%-1.9%0.003%
1/31/2025Klingman & Associates LLC22,053$7.11M0.4%-0.2%0.018%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors801$258K0.0%+11.4%0.001%
1/31/2025Key Financial Inc3,709$1.20M0.3%-3.6%0.003%
1/31/2025Kestra Investment Management LLC122$39K0.0%N/A0.000%
1/31/2025Atria Wealth Solutions Inc.35,497$11.44M0.1%+1.3%0.029%
1/31/2025Centerpoint Advisors LLC58,387$18.81M6.6%-7.5%0.048%
1/31/2025Empower Advisory Group LLC501,752$161.64M0.5%-2.3%0.409%
1/31/2025Truist Financial Corp452,883$145.90M0.2%+11.8%0.369%
1/31/2025Highview Capital Management LLC DE 1,263$407K0.2%-23.9%0.001%
1/31/20255T Wealth LLC735$237K0.1%N/A0.001%
1/31/2025NTV Asset Management LLC824$265K0.0%N/A0.001%
1/31/2025Sanctuary Advisors LLC19,098$6.37M0.0%+2.1%0.016%
1/31/2025Catalyst Capital Advisors LLC1,605,165$517.12M11.0%+5.1%1.308%
1/31/2025Retirement Income Solutions Inc20,301$6.54M1.3%-2.2%0.017%
1/31/2025Americana Partners LLC2,603$839K0.0%+42.8%0.002%
1/31/2025Opus Capital Group LLC81,780$26.35M3.3%-0.4%0.067%
1/31/2025Strategic Advisors LLC3,306$1.07M0.2%-24.0%0.003%
1/31/2025Hoge Financial Services LLC103,306$33.28M24.4%+0.5%0.084%
1/31/2025Topel & Distasi Wealth Management LLC17,542$5.65M2.4%-5.4%0.014%
1/31/2025Pathway Financial Advisors LLC3,400$1.10M0.3%N/A0.003%
1/31/2025JFS Wealth Advisors LLC215,164$69.32M4.7%-1.4%0.175%
1/31/2025J.W. Cole Advisors Inc.4,811$1.55M0.1%+3.2%0.004%
1/30/2025 Valmark Advisers Inc.3,204$1.03M0.0%+28.8%0.003%
1/30/2025 Csenge Advisory Group18,215$5.87M0.3%+4.6%0.015%
1/30/2025 Strategic Financial Concepts LLC32,568$10.49M0.3%N/A0.027%
1/30/2025 Allworth Financial LP14,061$4.70M0.0%+60.5%0.011%
1/30/2025 Principal Securities Inc.165,805$53.42M1.2%+3.5%0.135%
1/30/2025 Legacy Capital Wealth Partners LLC3,293$1.06M0.2%N/A0.003%
1/30/2025 Everhart Financial Group Inc.6,833$2.20M0.5%N/A0.006%
1/30/2025 Ellis Investment Partners LLC9,381$3.02M0.6%+0.4%0.008%
1/30/2025 American Financial Advisors LLC121,973$39.30M5.5%-1.1%0.099%
1/30/2025 Montag A & Associates Inc.109,763$35.36M1.7%+0.6%0.089%
1/30/2025 Salomon & Ludwin LLC290$93K0.0%-31.4%0.000%
1/30/2025 Roxbury Financial LLC139$46K0.0%N/A0.000%
1/30/2025 Rhumbline Advisers74,028$23.85M0.0%-26.0%0.060%
1/30/2025 WealthPLAN Partners LLC1,618$521K0.1%-2.1%0.001%
Is this Elon’s true agenda? (Ad)

All 10 of the world's biggest money managers follow my work, and the Pentagon, the FBI and Harvard professors have all turned to my business partner and I for our thoughts on the market. And with every investor in America wondering what Elon is going to do now that he's in Washington, this is what we tell them

1/30/2025 Valeo Financial Advisors LLC14,176$4.57M0.1%-2.8%0.012%
1/30/2025 Blue Trust Inc.1,560$502K0.0%-5.7%0.001%
1/30/2025 Red Cedar Investment Management LLC521,578$168.03M21.1%-1.1%0.425%
1/30/2025 Chevy Chase Trust Holdings LLC9,408$3.03M0.0%+1,161.1%0.008%
1/30/2025 Campbell Wealth Management51,848$16.70M1.5%+7.7%0.042%
1/30/2025 W.H. Cornerstone Investments Inc.4,827$1.56M1.0%+35.0%0.004%
1/30/2025 DT Investment Partners LLC125,404$40.40M3.4%-3.1%0.102%
1/30/2025 Vontobel Holding Ltd.2,300$741K0.0%N/A0.002%
1/30/2025 Mycio Wealth Partners LLC6,761$2.18M0.5%-10.4%0.006%
1/29/2025 Avestar Capital LLC22,761$7.33M0.6%-1.3%0.019%
1/29/2025 Kickstand Ventures LLC.2,019$650K0.2%-2.4%0.002%
1/29/2025 MTM Investment Management LLC724$233K0.1%+624.0%0.001%
1/29/2025 Howard Bailey Securities LLC779$251K0.1%N/A0.001%
1/29/2025 Tranquility Partners LLC2,051$674K0.3%-5.0%0.002%
1/29/2025 TFC Financial Management Inc.7,764$2.50M0.4%-2.0%0.006%
1/29/2025 Warren Street Wealth Advisors LLC3,350$1.08M0.4%-2.1%0.003%
1/29/2025 Diversified Portfolios Inc.3,720$1.20M0.1%+5.1%0.003%
1/29/2025 Allspring Global Investments Holdings LLC756$244K0.0%+285.7%0.001%
1/29/2025 Marks Group Wealth Management Inc1,708$550K0.1%-7.8%0.001%
1/29/2025 Avidian Wealth Enterprises LLC25,948$8.36M0.4%+0.7%0.021%
1/29/2025 Capital Advisors Inc. OK1,010$325K0.0%+10.5%0.001%
1/29/2025 Beacon Financial Group8,444$2.72M0.3%-6.5%0.007%
1/29/2025 Quent Capital LLC455$147K0.0%N/A0.000%
1/29/2025 Balentine LLC3,868$1.25M0.1%-2.6%0.003%
1/29/2025 New Republic Capital LLC949$306K0.2%-3.4%0.001%
1/29/2025 Single Point Partners LLC54,061$17.42M4.0%N/A0.044%
1/29/2025 Stonebridge Financial Group LLC1,647$531K0.1%N/A0.001%
1/29/2025 Eukles Asset Management277$89K0.0%-12.1%0.000%
1/29/2025 Constellation Investments Inc.565,441$182.16M8.3%N/A0.461%
1/29/2025 Soltis Investment Advisors LLC1,632$526K0.0%-6.4%0.001%
1/29/2025 Cornerstone Planning Group LLC2,233$738K0.2%-2.2%0.002%
1/29/2025 Savant Capital LLC47,065$15.16M0.1%+8.0%0.038%
1/28/2025 17 Capital Partners LLC4,386$1.41M0.9%+2.4%0.004%
1/28/2025 Kestra Private Wealth Services LLC5,813$1.87M0.0%+64.5%0.005%
1/28/2025 Moser Wealth Advisors LLC1,804$581K0.3%+2.6%0.001%
1/28/2025 Stephens Inc. AR80,153$25.82M0.4%+6.9%0.065%
1/28/2025 Howland Capital Management LLC623$201K0.0%-15.9%0.001%
1/28/2025 WestEnd Advisors LLC1,045$337K0.0%+33.8%0.001%
1/28/2025 Windsor Capital Management LLC699$225K0.1%+5.9%0.001%
1/28/2025 Kingsview Wealth Management LLC3,194$1.03M0.0%-75.5%0.003%
1/28/2025 Gray Private Wealth LLC87,858$28.30M16.9%-1.6%0.072%
1/28/2025 Apollon Wealth Management LLC2,556$823K0.0%+50.0%0.002%
1/28/2025 Joel Isaacson & Co. LLC7,143$2.30M0.1%+30.2%0.006%
1/28/2025 Northstar Group Inc.2,529$815K0.1%+3.1%0.002%
1/28/2025 Golden State Wealth Management LLC114$37K0.0%N/A0.000%
1/28/2025 Lodestar Private Asset Management LLC13,412$4.32M0.5%-1.8%0.011%
1/28/2025 Migdal Insurance & Financial Holdings Ltd.924$298K0.0%-7.4%0.001%
1/28/2025 Strategic Financial Concepts LLC32,568$10.49M0.0%N/A0.027%
1/27/2025 Bleakley Financial Group LLC22,456$7.23M0.2%+0.7%0.018%
1/27/2025 Robertson Stephens Wealth Management LLC88,068$28.37M1.0%-2.8%0.072%
Is this Elon’s true agenda? (Ad)

All 10 of the world's biggest money managers follow my work, and the Pentagon, the FBI and Harvard professors have all turned to my business partner and I for our thoughts on the market. And with every investor in America wondering what Elon is going to do now that he's in Washington, this is what we tell them

1/27/2025 Summit Wealth Partners LLC28,140$9.07M1.9%-10.4%0.023%
1/27/2025 Crewe Advisors LLC435$140K0.0%N/A0.000%
1/27/2025 Clayton Financial Group LLC6,139$1.98M0.7%-8.5%0.005%
1/27/2025 Choreo LLC162,151$52.27M0.7%-0.9%0.132%
1/27/2025 Chandler Asset Management Inc.3,000$966K0.2%-40.0%0.002%
1/27/2025 Stratos Wealth Advisors LLC7,852$2.53M0.1%-2.4%0.006%
1/27/2025 Stratos Wealth Partners LTD.34,330$11.06M0.2%-5.7%0.028%
1/27/2025 James J. Burns & Company LLC5,360$1.73M0.3%-11.8%0.004%
1/24/2025 Calamos Wealth Management LLC6,788$2.19M0.1%-19.4%0.006%
1/24/2025 Calamos Advisors LLC625$201K0.0%-6.3%0.001%
(Data available from 1/1/2016 forward)

IWB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWB shares?

During the previous two years, 1,270 institutional investors and hedge funds held shares of iShares Russell 1000 ETF. The most heavily invested institutionals were FMR LLC ($3.14B), Jones Financial Companies Lllp ($2.20B), Envestnet Asset Management Inc. ($1.34B), Advisor Resource Council ($1.08B), BlackRock Inc. ($1.04B), M&T Bank Corp ($977.29M), and Bank of America Corp DE ($784.57M).Learn more on IWB's institutional investors.

Which institutional investors have been buying iShares Russell 1000 ETF stock?

Of the 995 institutional investors that purchased iShares Russell 1000 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($23.13M), CIBC Private Wealth Group LLC ($1.28M), International Assets Investment Management LLC ($1.20M), Pathstone Holdings LLC ($1.16M), Bank of America Corp DE ($1.16M), US Bancorp DE ($1.14M), and Pathstone Family Office LLC ($1.12M).

How much institutional buying is happening at iShares Russell 1000 ETF?

Institutional investors have bought a total of 49,880,154 shares in the last 24 months. This purchase volume represents approximately $11.94B in transactions.

Which iShares Russell 1000 ETF major shareholders have been selling company stock?

Of the 777 institutional investors that sold iShares Russell 1000 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($23.86M), FMR LLC ($1.64M), Bank of America Corp DE ($1.39M), Column Capital Advisors LLC ($1.17M), Daido Life Insurance Co. ($1.05M), M&T Bank Corp ($800.50K), and JPMorgan Chase & Co. ($774.42K).

How much institutional selling is happening at iShares Russell 1000 ETF?

Institutional investors have sold a total of 42,504,498 shares in the last 24 months. This volume of shares sold represents approximately $10.51B in transactions.



This page (NYSEARCA:IWB) was last updated on 2/1/2025 by MarketBeat.com Staff
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