iShares Russell 1000 ETFIWBETF

13F holders, Q3 2024 (September 30)
1,270holders +15
73new positions
54sold out
5famous investors
$313.80avg. 13F price*

At the end of Q3 2024, 1,270 institutions reported holding iShares Russell 1000 ETF (IWB) in their 13F filings, up 15 from Q2 2024. 73 opened new positions and 54 sold out. The largest holders were FMR LLC ($3.1B), Jones Financial Companies LLLP ($2.9B) and Envestnet Asset Management Inc. ($1.3B). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions73$71.2M
Exits54$104.3M

All 13F filers, Q2 2024 → Q3 2024: 2,958,825 shares bought and 4,090,715 shares sold, net −1,131,890 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,270 holders

FMR LLC 0.19% Reduce -1.0% 9,983,814 $3.1B
Jones Financial Companies LLLP 2.98% Add +4.6% 9,279,943 $2.9B
Envestnet Asset Management Inc. 0.43% Reduce -5.6% 4,259,841 $1.3B
Bank of America Corp. 0.10% Reduce -0.1% 3,640,167 $1.1B
M&T Bank Corp 3.21% Reduce -1.7% 3,108,511 $977.3M
Morgan Stanley 0.06% Add +0.8% 2,820,128 $886.6M
Northern Trust Corp. 0.14% Reduce -1.1% 2,707,230 $851.1M
PNC Financial Services Group, Inc. 0.50% Reduce -0.6% 2,469,504 $776.4M
LPL Financial LLC 0.34% Add +2.3% 2,394,007 $752.7M
Goldman Sachs Group Inc. 0.13% Reduce -8.4% 2,210,451 $694.9M
BlackRock, Inc. 0.01% — 1,732,257 $544.6M
Millburn Ridgefield LLC 12.59% Reduce -6.1% 1,527,628 $480.3M
Catalyst Capital Advisors LLC 10.82% Reduce -6.1% 1,527,628 $480.3M
Wells Fargo & Company 0.11% Add +1.9% 1,465,169 $460.6M
Johnson Investment Counsel Inc. 3.99% Add +0.9% 1,290,064 $405.6M
Bokf, NA 6.91% Reduce -0.7% 1,252,040 $389.5M
Northwestern Mutual Wealth Management Co. 0.34% Reduce -0.2% 1,219,236 $383.3M
JPMorgan Chase & Co. 0.03% Reduce -0.2% 1,187,570 $373.4M
Pathstone Holdings, LLC 1.61% Add +0.4% 1,147,674 $360.5M
Healthcare of Ontario Pension Plan Trust Fund 0.77% Add +398.0% 996,000 $313.1M
Captrust Financial Advisors 0.89% Reduce -2.1% 952,195 $299.4M
UBS Group AG 0.08% Add +1.6% 923,663 $290.4M
National Mutual Insurance Federation of Agricultural Cooperatives 2.24% No change 791,000 $248.7M
Legacy Wealth Management, LLC 15.92% Reduce -0.7% 781,596 $245.7M
Mercer Global Advisors Inc. 0.57% Reduce -1.5% 785,820 $244.9M
Focus Partners Wealth 0.76% Reduce -54.6% 753,274 $236.8M
CHURCHILL MANAGEMENT Corp 2.70% Add +0.2% 747,501 $235.0M
Capstone Financial Advisors, Inc. 13.45% Add +1.0% 695,547 $218.7M
Cerity Partners LLC 0.48% Add +3.1% 685,829 $215.6M
Creative Planning 0.20% Reduce -1.8% 658,314 $207.0M
Johns Hopkins University 7.48% Add +293.5% 634,929 $199.6M
Tiaa Trust, National Association 0.56% Reduce -8.4% 592,796 $186.4M
Royal Bank of Canada 0.04% Add +18.5% 583,684 $183.5M
Comerica Bank 0.71% Reduce -13.5% 573,298 $180.2M
US Bancorp \de 0.23% Reduce -5.3% 572,258 $179.9M
Daido Life Insurance Co. 22.50% Reduce -30.4% 537,123 $168.9M
Red Cedar Investment Management, LLC 21.03% Reduce -0.6% 527,447 $165.8M
Halbert Hargrove Global Advisors, LLC 8.95% Add +11.9% 514,129 $161.6M
Empower Advisory Group, LLC 0.55% Reduce -2.0% 513,334 $161.4M
Mariner, LLC 0.28% Add +0.3% 503,559 $158.3M
HighTower Advisors, LLC 0.22% Reduce -0.5% 483,777 $152.1M
Ameriprise Financial Inc. 0.04% Reduce -1.9% 474,660 $150.0M
Fifth Third Bancorp 0.46% Reduce -1.8% 406,431 $127.8M
Truist Financial Corp. 0.20% Reduce -0.2% 405,136 $127.4M
CIBC Private Wealth Group LLC 0.22% Reduce -1.2% 391,659 $123.1M
MPS Loria Financial Planners, LLC 36.01% Add +1.2% 384,285 $120.8M
HSBC Holdings PLC 0.07% Reduce -7.5% 381,730 $120.0M
Raymond James Financial Services Advisors, Inc. 0.16% Reduce -10.0% 375,997 $118.2M
Arbor Investment Advisors, LLC 14.59% Reduce -0.7% 350,393 $110.2M
Waverly Advisors, LLC 1.95% Reduce -2.7% 336,365 $105.7M
McKinley Carter Wealth Services, Inc. 6.08% Reduce -1.2% 320,104 $100.6M
Wealth Enhancement Advisory Services, LLC 0.21% Add +2.2% 307,437 $96.7M
Bank of Montreal 0.04% Add +1.4% 284,410 $89.1M
Schroder Investment Management Group 0.09% Reduce -4.0% 264,327 $82.8M
Cetera Investment Advisers 0.18% Add +0.8% 261,978 $82.4M
AMG National Trust Bank 2.18% Reduce -6.5% 256,458 $80.6M
Winthrop Advisory Group LLC 9.78% Reduce -0.6% 251,728 $79.1M
Baird Financial Group, Inc. 0.15% Reduce -0.3% 240,738 $75.7M
Parkside Advisors LLC 17.24% Add +0.4% 230,953 $72.6M
BOK Financial Private Wealth, Inc. 5.19% Reduce -1.6% 228,137 $71.7M
Ballentine Partners, LLC 1.23% Reduce -1.5% 228,060 $71.7M
JFS Wealth Advisors, LLC 4.59% Reduce -2.4% 218,246 $68.6M
Lake Street Advisors Group, LLC 3.11% Add +0.0% 213,682 $67.2M
Commonwealth Equity Services, LLC 0.10% Add +1.1% 206,792 $65.0M
WASHINGTON TRUST Co 2.23% Reduce -0.6% 202,375 $63.6M
Envestnet Portfolio Solutions, Inc. 0.20% Reduce -0.5% 200,533 $63.0M
Stifel Financial Corp. 0.07% Add +7.5% 200,115 $62.9M
EPIQ Capital Group, LLC 17.85% Add +3.9% 197,277 $62.0M
Obsidian Cio, LLC 12.34% Reduce -4.4% 186,968 $58.8M
Raymond James & Associates 0.04% Add +4.9% 185,277 $58.2M
Enclave Advisors LLC 9.55% — 179,205 $56.3M
Jordan Park Group LLC 3.84% Reduce -1.0% 179,123 $56.3M
Brighton Jones LLC 2.09% Reduce -2.2% 176,535 $55.5M
Bank of New York Mellon Corp 0.01% Reduce -1.2% 173,234 $54.5M
NorthCoast Asset Management LLC 0.37% Add +5.0% 193,957 $52.6M
Choreo, LLC 0.75% Reduce -0.7% 163,653 $51.0M
Principal Securities, Inc. 1.22% Reduce -0.3% 160,217 $50.4M
HBC Financial Services, PLLC 30.52% Reduce -0.9% 157,871 $50.2M
MML Investors Services, LLC 0.18% Add +0.9% 152,979 $48.1M
Corient Private Wealth LP 0.08% Add +2.2% 169,201 $47.9M
Cambridge Investment Research Advisors, Inc. 0.16% Reduce -13.2% 147,775 $46.5M
Nixon Peabody Trust Co. 3.82% Add +3.8% 145,855 $45.9M
Cambridge Associates LLC /Ma/ 1.69% No change 143,760 $45.2M
St. Louis Trust Co 6.15% Reduce -2.1% 139,103 $43.7M
Brown Advisory Inc. 0.05% Reduce -3.9% 139,010 $43.7M
Two Sigma Investments, LP 0.10% Reduce -44.3% 137,400 $43.2M
US Financial Advisors, LLC 13.41% Add +2.0% 136,930 $43.0M
Equitable Holdings, Inc. 0.42% Reduce -4.8% 136,416 $42.9M
Conservest Capital Advisors, Inc. 4.18% No change 141,647 $40.8M
DT Investment Partners, LLC 3.30% Reduce -0.1% 129,376 $40.7M
Commerce Bank 0.25% Add +2.6% 128,682 $40.5M
American Financial Advisors, LLC 5.30% Reduce -1.3% 123,390 $38.8M
Brewster Financial Planning LLC 30.06% Reduce -0.5% 123,303 $38.8M
Keel Point, LLC 3.22% Reduce -1.1% 123,132 $38.7M
Ieq Capital, LLC 0.47% Reduce -0.8% 121,770 $38.3M
Susquehanna International Group, LLP 0.06% Add +39.5% 117,194 $36.8M
NewEdge Advisors, LLC 0.24% Add +1.9% 115,503 $36.3M
Osaic Holdings, Inc. 0.08% Reduce -0.1% 114,661 $36.1M
Sachem Hill LLC 7.29% Reduce -1.9% 114,277 $35.9M
Rockefeller Capital Management L.P. 0.10% Add +1.6% 113,899 $35.8M

"% 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 1,270 holders