iShares Russell 1000 ETFIWBETF

13F holders, Q1 2024 (March 31)
1,224holders
5famous investors
$287.16avg. 13F price*

At the end of Q1 2024, 1,224 institutions reported holding iShares Russell 1000 ETF (IWB) in their 13F filings. The largest holders were FMR LLC ($2.9B), Jones Financial Companies LLLP ($2.5B) and Envestnet Asset Management Inc. ($1.4B). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
iShares Russell 1000 ETF
CUSIP
464287622
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions91$172.6M
Exits70$176.2M

Ownership 1,224 holders

FMR LLC 0.20% Reduce -2.0% 10,237,102 $2.9B
Jones Financial Companies LLLP 3.36% Add +2.1% 8,558,783 $2.5B
Envestnet Asset Management Inc. 0.52% Add +6.5% 4,805,388 $1.4B
BlackRock Inc. 0.03% Add +10.0% 4,417,203 $1.3B
Bank of America Corp. 0.10% Reduce -4.5% 3,597,457 $1.0B
M&T Bank Corp 3.22% Add +8.6% 3,208,094 $924.0M
Morgan Stanley 0.06% Add +15.9% 2,738,825 $788.9M
Northern Trust Corp. 0.14% Reduce -0.6% 2,724,460 $784.7M
Goldman Sachs Group Inc. 0.16% Add +27.0% 2,597,221 $748.1M
PNC Financial Services Group, Inc. 0.50% Reduce -2.2% 2,500,311 $720.2M
LPL Financial LLC 0.36% Add +2.5% 2,312,052 $665.9M
Millburn Ridgefield LLC 12.34% No change 1,547,720 $445.8M
Catalyst Capital Advisors LLC 10.73% No change 1,547,720 $445.8M
JPMorgan Chase & Co. 0.04% Reduce -13.9% 1,502,556 $432.8M
Wells Fargo & Company 0.11% Add +0.7% 1,437,637 $414.1M
UBS Group AG 0.12% Add +37.1% 1,304,195 $375.6M
Northwestern Mutual Wealth Management Co. 0.37% Reduce -2.8% 1,261,043 $363.2M
Johnson Investment Counsel Inc. 3.91% Add +2.0% 1,250,735 $360.2M
Bokf, NA 6.06% Add +2.1% 1,157,687 $332.7M
Pathstone Holdings, LLC 1.57% Reduce -0.5% 1,153,226 $332.2M
Daido Life Insurance Co. 34.36% No change 1,130,398 $325.6M
Captrust Financial Advisors 1.02% Add +17.6% 968,007 $278.8M
Mercer Global Advisors Inc. 0.67% Reduce -0.5% 813,474 $234.5M
National Mutual Insurance Federation of Agricultural Cooperatives 2.41% No change 791,000 $227.8M
Legacy Wealth Management, LLC 16.75% Reduce -1.1% 788,792 $227.2M
Focus Partners Wealth 1.81% Add +24.3% 773,651 $222.8M
CHURCHILL MANAGEMENT Corp 2.70% Reduce -1.7% 751,356 $216.4M
Rhumbline Advisers 0.20% Reduce -0.8% 739,207 $212.9M
Tiaa Trust, National Association 0.62% Add +2.9% 707,763 $203.9M
Capstone Financial Advisors, Inc. 13.57% Reduce -0.8% 701,251 $202.0M
Comerica Bank 0.85% Reduce -4.9% 683,658 $196.9M
Creative Planning 0.22% Reduce -0.4% 677,248 $195.1M
Cerity Partners LLC 0.51% Reduce -4.0% 676,854 $195.0M
US Bancorp \de 0.24% Reduce -0.4% 595,404 $171.5M
Red Cedar Investment Management, LLC 20.94% Add +1.0% 582,727 $167.8M
Empower Advisory Group, LLC 0.59% Reduce -4.2% 544,523 $156.8M
HighTower Advisors, LLC 0.24% Reduce -4.2% 509,586 $146.8M
Mariner, LLC 0.30% Reduce -0.8% 505,081 $145.5M
Ameriprise Financial Inc. 0.04% Reduce -0.7% 498,759 $143.7M
Halbert Hargrove Global Advisors, LLC 8.75% Add +0.1% 458,391 $132.0M
Raymond James Financial Services Advisors, Inc. 0.18% Add +19.7% 418,574 $120.6M
Fifth Third Bancorp 0.47% Reduce -1.8% 416,001 $119.8M
Truist Financial Corp. 0.18% Reduce -14.3% 406,292 $117.0M
CIBC Private Wealth Group LLC 0.22% Reduce -9.3% 397,386 $114.2M
MPS Loria Financial Planners, LLC 37.35% Add +5.9% 386,122 $111.2M
Royal Bank of Canada 0.03% Reduce -47.2% 381,781 $110.0M
HSBC Holdings PLC 0.08% Add +0.2% 374,525 $107.9M
Waverly Advisors, LLC 2.45% Add +6.7% 360,850 $103.9M
Geisinger Health 28.79% Add +292.6% 609,975 $103.3M
Arbor Investment Advisors, LLC 15.03% Reduce -0.5% 356,500 $102.7M
Schroder Investment Management Group 0.12% Reduce -19.6% 345,208 $99.4M
Wealth Enhancement Advisory Services, LLC 0.23% Reduce -2.2% 302,066 $87.0M
Bank of Montreal 0.03% Reduce -1.5% 286,061 $82.5M
Cetera Investment Advisers 0.19% Add +198.8% 272,822 $78.6M
AMG National Trust Bank 2.18% Reduce -0.9% 258,718 $74.5M
Winthrop Advisory Group LLC 10.62% Add +392.0% 254,787 $73.4M
Baird Financial Group, Inc. 0.15% Reduce -2.2% 242,188 $69.8M
BOK Financial Private Wealth, Inc. 5.04% Reduce -2.9% 235,149 $67.7M
Ballentine Partners, LLC 1.28% Add +0.5% 233,387 $67.2M
JFS Wealth Advisors, LLC 5.17% Reduce -2.6% 225,936 $65.1M
Parkside Advisors LLC 16.74% Reduce -0.9% 225,853 $65.1M
McKinley Carter Wealth Services, Inc. 4.31% Add +1.3% 223,589 $64.4M
Two Sigma Investments, LP 0.16% Reduce -2.0% 215,800 $62.2M
Lake Street Advisors Group, LLC 2.88% Reduce -0.1% 213,629 $61.5M
WASHINGTON TRUST Co 2.20% Reduce -3.6% 207,764 $59.8M
Obsidian Cio, LLC 14.58% Add +0.9% 205,540 $59.2M
Envestnet Portfolio Solutions, Inc. 0.22% Reduce -16.2% 202,124 $58.2M
Commonwealth Equity Services, LLC 0.09% Add +2.9% 196,399 $56.6M
EPIQ Capital Group, LLC 22.03% Add +3.1% 192,113 $55.3M
Bank of New York Mellon Corp 0.01% Reduce -4.8% 185,242 $53.4M
Stifel Financial Corp. 0.06% Add +3.2% 182,117 $52.5M
Brighton Jones LLC 1.89% Reduce -0.4% 181,603 $52.3M
Jordan Park Group LLC 3.22% Add +20.4% 175,757 $50.6M
Raymond James & Associates 0.03% Reduce -24.0% 167,770 $48.3M
Corient Private Wealth LP 0.08% Reduce -0.3% 165,506 $47.7M
Principal Securities, Inc. 1.47% Add +32.3% 163,495 $47.1M
Johns Hopkins University 1.81% New 161,370 $46.5M
State of Wisconsin Investment Board 0.12% Reduce -56.2% 160,500 $46.2M
MML Investors Services, LLC 0.19% Reduce -2.0% 159,930 $46.1M
Cambridge Investment Research Advisors, Inc. 0.18% Add +17.8% 159,817 $46.0M
NorthCoast Asset Management LLC 0.58% New 157,122 $45.3M
HBC Financial Services, PLLC 30.19% Reduce -1.9% 161,681 $44.5M
Equitable Holdings, Inc. 0.49% Add +0.0% 151,281 $43.6M
Brown Advisory Inc. 0.06% Reduce -0.1% 145,758 $42.0M
Conservest Capital Advisors, Inc. 4.20% Reduce -0.1% 142,801 $41.1M
Choreo, LLC 1.05% Reduce -6.9% 142,180 $41.0M
Osaic Holdings, Inc. 0.09% Reduce -74.1% 142,106 $40.9M
St. Louis Trust Co 6.20% Reduce -0.1% 138,702 $39.7M
Single Point Partners, LLC 8.95% Reduce -0.2% 133,748 $38.5M
US Financial Advisors, LLC 13.06% Add +0.9% 130,894 $37.7M
Keel Point, LLC 3.90% Add +1.5% 130,820 $37.7M
DT Investment Partners, LLC 3.73% Add +0.8% 127,994 $36.9M
Brewster Financial Planning LLC 31.14% Reduce -2.4% 125,692 $36.2M
Commerce Bank 0.24% Add +1.3% 125,504 $36.1M
Beacon Pointe Advisors, LLC 0.38% Add +3.0% 119,400 $34.4M
American Financial Advisors, LLC 4.81% Add +1.0% 118,436 $34.1M
Franklin, Parlapiano, Turner & Welch, LLC 9.09% Reduce -1.6% 114,843 $33.1M
Two Sigma Advisers, LP 0.08% Add +12.5% 114,500 $33.0M
Busey Bank 1.17% Reduce -1.6% 114,101 $32.9M
Sigma Investment Counselors Inc. 2.11% Reduce -0.9% 113,833 $32.8M

"% of holder's portfolio" is IWB's weight in each manager's 13F, not the share of iShares Russell 1000 ETF the manager owns.

Show all 1,224 holders