iShares Russell 1000 ETFIWBETF

13F holders, Q2 2024 (June 30)
1,255holders +31
85new positions
56sold out
7famous investors
$297.48avg. 13F price*

At the end of Q2 2024, 1,255 institutions reported holding iShares Russell 1000 ETF (IWB) in their 13F filings, up 31 from Q1 2024. 85 opened new positions and 56 sold out. The largest holders were FMR LLC ($3.0B), Jones Financial Companies LLLP ($2.6B) and Envestnet Asset Management Inc. ($1.3B). 7 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions85$288.2M
Exits56$240.4M

All 13F filers, Q1 2024 → Q2 2024: 4,389,062 shares bought and 6,681,343 shares sold, net −2,292,281 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,255 holders

FMR LLC 0.19% Reduce -1.5% 10,087,581 $3.0B
Jones Financial Companies LLLP 3.05% Add +3.7% 8,874,814 $2.6B
Envestnet Asset Management Inc. 0.47% Reduce -6.1% 4,513,476 $1.3B
Bank of America Corp. 0.10% Add +1.3% 3,645,591 $1.1B
M&T Bank Corp 3.21% Reduce -1.5% 3,161,272 $940.6M
Morgan Stanley 0.06% Add +2.1% 2,797,387 $832.3M
Northern Trust Corp. 0.14% Add +0.5% 2,738,157 $814.7M
PNC Financial Services Group, Inc. 0.49% Reduce -0.7% 2,484,086 $739.1M
Goldman Sachs Group Inc. 0.14% Reduce -7.0% 2,414,589 $718.4M
LPL Financial LLC 0.35% Add +1.3% 2,341,391 $696.7M
BlackRock Inc. 0.02% Reduce -49.5% 2,231,316 $663.9M
Focus Partners Wealth 1.66% Add +114.5% 1,659,878 $493.9M
Millburn Ridgefield LLC 12.91% Add +5.1% 1,626,142 $483.8M
Catalyst Capital Advisors LLC 11.17% Add +5.1% 1,626,142 $483.8M
Wells Fargo & Company 0.11% Add +0.1% 1,438,317 $428.0M
Johnson Investment Counsel Inc. 4.01% Add +2.3% 1,279,068 $380.6M
Bokf, NA 6.73% Add +8.9% 1,260,585 $375.1M
Northwestern Mutual Wealth Management Co. 0.36% Reduce -3.1% 1,222,201 $363.7M
JPMorgan Chase & Co. 0.03% Reduce -20.8% 1,189,545 $353.9M
Pathstone Holdings, LLC 1.54% Reduce -0.9% 1,143,262 $340.2M
Captrust Financial Advisors 0.93% Add +0.5% 972,754 $289.4M
UBS Group AG 0.08% Reduce -30.3% 909,005 $270.5M
Mercer Global Advisors Inc. 0.65% Reduce -1.9% 797,940 $237.4M
National Mutual Insurance Federation of Agricultural Cooperatives 2.35% No change 791,000 $235.4M
Legacy Wealth Management, LLC 16.95% Reduce -0.2% 787,019 $234.2M
Daido Life Insurance Co. 26.27% Reduce -31.8% 771,438 $229.5M
CHURCHILL MANAGEMENT Corp 2.62% Reduce -0.7% 745,824 $221.9M
Capstone Financial Advisors, Inc. 13.53% Reduce -1.8% 688,502 $204.9M
Creative Planning 0.21% Reduce -1.0% 670,250 $199.4M
Cerity Partners LLC 0.54% Reduce -1.8% 664,905 $197.8M
Comerica Bank 0.82% Reduce -3.0% 662,867 $197.2M
Tiaa Trust, National Association 0.60% Reduce -8.6% 647,145 $192.9M
US Bancorp \de 0.25% Add +1.6% 604,623 $179.9M
Red Cedar Investment Management, LLC 21.53% Reduce -8.9% 530,816 $157.9M
Empower Advisory Group, LLC 0.58% Reduce -3.8% 523,776 $155.8M
Mariner, LLC 0.29% Reduce -0.6% 501,889 $149.3M
Royal Bank of Canada 0.04% Add +29.0% 492,482 $146.5M
HighTower Advisors, LLC 0.22% Reduce -4.6% 486,222 $144.7M
Ameriprise Financial Inc. 0.04% Reduce -3.0% 483,865 $144.0M
Halbert Hargrove Global Advisors, LLC 8.02% Add +0.3% 459,581 $136.7M
Raymond James Financial Services Advisors, Inc. 0.18% Reduce -0.2% 417,892 $124.3M
Fifth Third Bancorp 0.47% Reduce -0.5% 414,026 $123.2M
HSBC Holdings PLC 0.08% Add +10.2% 412,862 $122.8M
Truist Financial Corp. 0.18% Reduce -0.1% 405,996 $120.8M
CIBC Private Wealth Group LLC 0.23% Reduce -0.2% 396,442 $120.2M
MPS Loria Financial Planners, LLC 36.41% Reduce -1.6% 379,733 $113.0M
Millennium Management 0.09% Add +4016.4% 357,509 $106.4M
Arbor Investment Advisors, LLC 15.34% Reduce -1.1% 352,676 $104.9M
Waverly Advisors, LLC 2.02% Reduce -4.2% 345,745 $102.9M
McKinley Carter Wealth Services, Inc. 6.14% Add +44.9% 324,069 $96.4M
Wealth Enhancement Advisory Services, LLC 0.21% Reduce -0.4% 300,932 $89.5M
Bank of Montreal 0.03% Reduce -2.0% 280,405 $83.6M
Schroder Investment Management Group 0.09% Reduce -20.3% 275,298 $81.9M
AMG National Trust Bank 2.21% Add +6.0% 274,352 $81.6M
Cetera Investment Advisers 0.18% Reduce -4.8% 259,775 $77.3M
Winthrop Advisory Group LLC 10.24% Reduce -0.6% 253,234 $75.3M
Two Sigma Investments, LP 0.18% Add +14.3% 246,600 $73.4M
Baird Financial Group, Inc. 0.15% Reduce -0.3% 241,447 $71.8M
Two Sigma Advisers, LP 0.16% Add +104.7% 234,400 $69.7M
BOK Financial Private Wealth, Inc. 5.01% Reduce -1.4% 231,871 $69.0M
Ballentine Partners, LLC 1.27% Reduce -0.8% 231,526 $68.9M
Parkside Advisors LLC 17.48% Add +1.8% 229,930 $68.4M
JFS Wealth Advisors, LLC 5.25% Reduce -1.0% 223,606 $66.5M
Lake Street Advisors Group, LLC 3.06% Add +0.0% 213,630 $63.6M
Commonwealth Equity Services, LLC 0.10% Add +4.2% 204,619 $60.9M
WASHINGTON TRUST Co 2.22% Reduce -2.0% 203,537 $60.6M
Envestnet Portfolio Solutions, Inc. 0.21% Reduce -0.3% 201,508 $60.0M
Healthcare of Ontario Pension Plan Trust Fund 0.18% New 200,000 $59.5M
Obsidian Cio, LLC 13.83% Reduce -4.8% 195,563 $58.2M
EPIQ Capital Group, LLC 19.88% Reduce -1.2% 189,797 $56.5M
Stifel Financial Corp. 0.06% Add +2.3% 186,214 $55.4M
NorthCoast Asset Management LLC 0.47% Add +17.6% 184,810 $55.0M
Jordan Park Group LLC 4.12% Add +3.0% 180,956 $53.8M
Brighton Jones LLC 1.77% Reduce -0.6% 180,567 $53.7M
Raymond James & Associates 0.03% Add +5.3% 176,627 $52.6M
Bank of New York Mellon Corp 0.01% Reduce -5.3% 175,384 $52.2M
Cambridge Investment Research Advisors, Inc. 0.19% Add +6.6% 170,308 $50.7M
Corient Private Wealth LP 0.09% Add +0.1% 165,612 $49.3M
Choreo, LLC 0.82% Add +15.9% 164,794 $49.1M
Johns Hopkins University 1.92% No change 161,370 $48.0M
Principal Securities, Inc. 1.32% Reduce -1.7% 160,662 $47.8M
HBC Financial Services, PLLC 30.31% Reduce -1.4% 159,377 $47.6M
MML Investors Services, LLC 0.18% Reduce -5.2% 151,635 $45.1M
Brown Advisory Inc. 0.06% Reduce -0.8% 144,636 $43.0M
Cambridge Associates LLC /Ma/ 1.96% New 143,760 $42.8M
Equitable Holdings, Inc. 0.45% Reduce -5.2% 143,367 $42.7M
St. Louis Trust Co 6.40% Add +2.5% 142,151 $41.8M
Nixon Peabody Trust Co. 3.72% Add +214.3% 140,539 $41.8M
Conservest Capital Advisors, Inc. 4.40% Reduce -0.8% 141,647 $40.8M
HRT Financial LP 0.23% New 135,341 $40.3M
US Financial Advisors, LLC 13.40% Add +2.6% 134,297 $40.0M
Financial Management Professionals, Inc. 5.38% Add +21.1% 131,697 $39.2M
DT Investment Partners, LLC 3.41% Add +1.2% 129,501 $38.5M
Commerce Bank 0.24% Reduce -0.1% 125,411 $37.3M
American Financial Advisors, LLC 5.29% Add +5.5% 124,967 $37.2M
Keel Point, LLC 3.34% Reduce -4.8% 124,513 $37.0M
Brewster Financial Planning LLC 31.00% Reduce -1.4% 123,871 $36.9M
Ieq Capital, LLC 0.49% Add +17.1% 122,784 $36.5M
Beacon Pointe Advisors, LLC 0.43% Add +2.7% 122,663 $36.5M
Sachem Hill LLC 7.44% Add +4.4% 116,468 $34.7M

"% 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 1,255 holders