iShares Russell 1000 ETFIWBETF

13F holders, Q4 2024 (December 31)
1,359holders +89
72new positions
43sold out
8famous investors
$322.17avg. 13F price*

At the end of Q4 2024, 1,359 institutions reported holding iShares Russell 1000 ETF (IWB) in their 13F filings, up 89 from Q3 2024. 72 opened new positions and 43 sold out. The largest holders were FMR LLC ($3.2B), Jones Financial Companies LLLP ($3.1B) and Envestnet Asset Management Inc. ($1.5B). 8 famous investors held it, including Israel Englander (0.7% of Millennium Management's portfolio), Paul Tudor Jones (0.1% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions72$251.3M
Exits43$143.3M

All 13F filers, Q3 2024 → Q4 2024: 7,238,788 shares bought and 2,685,295 shares sold, net +4,553,493 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,359 holders

FMR LLC 0.19% Reduce -1.4% 9,844,574 $3.2B
Jones Financial Companies LLLP 2.98% Add +5.0% 9,740,751 $3.1B
Envestnet Asset Management Inc. 0.48% Add +9.9% 4,682,078 $1.5B
Bank of America Corp. 0.12% Add +12.5% 4,094,981 $1.3B
M&T Bank Corp 3.33% Reduce -0.8% 3,083,704 $993.4M
Northern Trust Corp. 0.12% Reduce -0.9% 2,681,504 $863.9M
Millennium Management 0.72% Add +22234.2% 2,510,358 $808.7M
PNC Financial Services Group, Inc. 0.53% Reduce -1.3% 2,437,281 $785.2M
LPL Financial LLC 0.32% Add +1.0% 2,417,657 $778.9M
Morgan Stanley 0.05% Reduce -22.5% 2,184,687 $703.8M
BlackRock, Inc. 0.01% Add +12.6% 1,949,924 $628.2M
Goldman Sachs Group Inc. 0.11% Reduce -17.2% 1,829,425 $589.4M
Millburn Ridgefield LLC 12.94% Add +5.1% 1,605,165 $517.1M
Catalyst Capital Advisors LLC 11.02% Add +5.1% 1,605,165 $517.1M
Wells Fargo & Company 0.12% Add +3.1% 1,511,222 $486.9M
Johnson Investment Counsel Inc. 4.17% Add +3.0% 1,329,268 $428.2M
JPMorgan Chase & Co. 0.03% Add +6.5% 1,264,126 $407.3M
Bokf, NA 6.71% Reduce -0.7% 1,243,032 $397.2M
Northwestern Mutual Wealth Management Co. 0.33% Reduce -0.2% 1,216,618 $391.9M
Pathstone Holdings, LLC 1.66% Add +1.8% 1,168,393 $376.4M
UBS Group AG 0.07% Add +4.5% 965,331 $311.0M
Healthcare of Ontario Pension Plan Trust Fund 0.66% Reduce -4.7% 949,000 $305.7M
Captrust Financial Advisors 0.86% Reduce -1.7% 936,323 $301.6M
Focus Partners Wealth 0.77% Add +21.9% 918,403 $295.9M
National Mutual Insurance Federation of Agricultural Cooperatives 2.18% No change 791,000 $254.8M
CHURCHILL MANAGEMENT Corp 2.78% Add +5.8% 790,933 $254.8M
Legacy Wealth Management, LLC 16.08% Reduce -0.5% 777,699 $250.5M
Mercer Global Advisors Inc. 0.61% Reduce -1.4% 774,884 $249.6M
Cerity Partners LLC 0.52% Add +7.6% 738,053 $237.8M
Capstone Financial Advisors, Inc. 13.55% Reduce -2.1% 680,762 $219.3M
Creative Planning 0.20% Reduce -0.9% 652,649 $210.3M
Johns Hopkins University 7.70% No change 634,929 $204.5M
Raymond James Financial Inc. 0.07% — 609,068 $196.2M
Tiaa Trust, National Association 0.57% Reduce -2.2% 580,018 $187.2M
Comerica Bank 0.75% Add +0.4% 575,484 $185.4M
US Bancorp \de 0.24% Reduce -0.3% 570,452 $183.8M
Constellation Investments, Inc. 8.29% — 565,441 $182.2M
Daido Life Insurance Co. 21.23% No change 537,123 $173.0M
Red Cedar Investment Management, LLC 21.11% Reduce -1.1% 521,578 $168.0M
Royal Bank of Canada 0.04% Reduce -11.7% 515,676 $166.1M
Halbert Hargrove Global Advisors, LLC 9.19% Reduce -1.1% 508,479 $163.8M
Mariner, LLC 0.27% Add +0.5% 505,935 $163.0M
Empower Advisory Group, LLC 0.54% Reduce -2.3% 501,752 $161.6M
CIBC Private Wealth Group LLC 0.29% Add +26.0% 493,563 $160.1M
HighTower Advisors, LLC 0.21% Add +0.5% 486,387 $156.7M
Ameriprise Financial Inc. 0.04% Add +2.2% 484,944 $156.1M
Truist Financial Corp. 0.23% Add +11.8% 452,883 $145.9M
Sumitomo Mitsui Financial Group, Inc. 1.72% New 400,000 $129.4M
Fifth Third Bancorp 0.47% Reduce -1.9% 398,558 $128.4M
Two Sigma Investments, LP 0.29% Add +175.8% 379,000 $122.1M
MPS Loria Financial Planners, LLC 36.04% Reduce -1.7% 377,918 $121.8M
HSBC Holdings PLC 0.08% Reduce -1.0% 377,748 $121.7M
Arbor Investment Advisors, LLC 15.69% Reduce -1.3% 345,708 $111.4M
Wealth Enhancement Advisory Services, LLC 0.21% Add +10.3% 339,227 $109.3M
Waverly Advisors, LLC 1.67% Reduce -0.6% 334,499 $107.8M
McKinley Carter Wealth Services, Inc. 6.12% Reduce -3.1% 310,196 $99.9M
Brown Advisory Inc. 0.12% Add +109.0% 290,455 $93.6M
Bank of Montreal 0.05% Add +1.8% 289,397 $93.2M
Cetera Investment Advisers 0.19% Add +5.8% 277,205 $89.3M
AMG National Trust Bank 2.23% Reduce -2.6% 249,903 $80.8M
Winthrop Advisory Group LLC 9.68% Reduce -0.5% 250,392 $80.7M
Stifel Financial Corp. 0.08% Add +23.6% 247,251 $79.7M
Baird Financial Group, Inc. 0.15% Reduce -0.8% 238,935 $77.0M
Parkside Advisors LLC 17.42% Reduce -0.7% 229,428 $73.9M
Envestnet Portfolio Solutions, Inc. 0.24% Add +13.8% 228,141 $73.5M
Ballentine Partners, LLC 1.24% Reduce -1.3% 225,096 $72.5M
BOK Financial Private Wealth, Inc. 5.25% Reduce -1.6% 224,477 $72.3M
Commonwealth Equity Services, LLC 0.10% Add +4.8% 216,785 $69.8M
JFS Wealth Advisors, LLC 4.74% Reduce -1.4% 215,164 $69.3M
Lake Street Advisors Group, LLC 3.18% Add +0.0% 213,683 $68.8M
Schroder Investment Management Group 0.07% Reduce -20.5% 210,064 $67.9M
Commerce Bank 0.40% Add +58.4% 203,869 $65.7M
EPIQ Capital Group, LLC 17.07% Add +3.0% 203,092 $65.4M
WASHINGTON TRUST Co 2.30% Reduce -1.6% 199,122 $64.1M
NorthCoast Asset Management LLC 0.30% Reduce -2.4% 189,407 $61.0M
Jordan Park Group LLC 4.48% Add +5.1% 188,304 $60.7M
Obsidian Cio, LLC 10.85% Reduce -1.4% 184,410 $59.4M
Brighton Jones LLC 1.70% Add +3.4% 182,541 $58.8M
BNP Paribas Financial Markets 0.05% Add +643.6% 182,496 $58.8M
Enclave Advisors LLC 9.27% Reduce -2.4% 174,963 $56.4M
Bank of New York Mellon Corp 0.01% Reduce -0.1% 173,017 $55.7M
Principal Securities, Inc. 1.20% Add +3.5% 165,805 $53.4M
Choreo, LLC 0.75% Reduce -0.9% 162,151 $52.3M
Cambridge Investment Research Advisors, Inc. 0.17% Add +3.8% 153,325 $49.4M
HBC Financial Services, PLLC 30.16% Reduce -3.3% 152,745 $49.2M
MML Investors Services, LLC 0.17% Reduce -0.9% 151,618 $48.8M
Nixon Peabody Trust Co. 3.85% Reduce -0.6% 145,033 $46.7M
Corient Private Wealth LP 0.08% Reduce -14.4% 144,843 $46.4M
Cambridge Associates LLC /Ma/ 1.48% No change 143,760 $46.3M
Conservest Capital Advisors, Inc. 4.72% Add +0.1% 141,738 $45.7M
US Financial Advisors, LLC 13.82% Add +1.9% 139,531 $45.0M
Equitable Holdings, Inc. 0.42% Add +1.4% 138,279 $44.5M
Ieq Capital, LLC 0.43% Add +13.6% 138,275 $44.5M
St. Louis Trust Co 6.34% Reduce -1.0% 137,738 $44.4M
DT Investment Partners, LLC 3.42% Reduce -3.1% 125,404 $40.4M
NewEdge Advisors, LLC 0.24% Add +8.2% 125,000 $40.3M
Keel Point, LLC 3.16% Reduce -0.5% 122,573 $39.5M
American Financial Advisors, LLC 5.54% Reduce -1.1% 121,973 $39.3M
Brewster Financial Planning LLC 29.30% Reduce -2.6% 120,074 $38.7M
Wealthfront Advisers LLC 0.11% Add +22.6% 117,974 $38.0M

"% 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 1,359 holders