iShares Russell 1000 ETFIWBETF

13F holders, Q1 2025 (March 31)
1,343holders −16
72new positions
75sold out
6famous investors
$306.54avg. 13F price*

At the end of Q1 2025, 1,343 institutions reported holding iShares Russell 1000 ETF (IWB) in their 13F filings, down 16 from Q4 2024. 72 opened new positions and 75 sold out. The largest holders were Jones Financial Companies LLLP ($3.1B), FMR LLC ($3.0B) and Envestnet Asset Management Inc. ($1.4B). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions72$214.7M
Exits75$221.9M

All 13F filers, Q4 2024 → Q1 2025: 4,310,439 shares bought and 6,341,943 shares sold, net −2,031,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,343 holders

Jones Financial Companies LLLP 2.80% Add +5.1% 10,240,732 $3.1B
FMR LLC 0.19% Reduce -0.2% 9,821,642 $3.0B
Envestnet Asset Management Inc. 0.44% Reduce -4.6% 4,466,294 $1.4B
Bank of America Corp. 0.11% Add +1.4% 4,151,386 $1.3B
M&T Bank Corp 3.14% Reduce -8.8% 2,811,818 $862.5M
Northern Trust Corp. 0.12% Add +1.3% 2,717,504 $833.6M
PNC Financial Services Group, Inc. 0.39% Reduce -0.7% 2,419,538 $742.2M
BlackRock, Inc. 0.02% Add +23.3% 2,404,845 $737.7M
LPL Financial LLC 0.29% Reduce -0.7% 2,401,110 $736.5M
Morgan Stanley 0.05% Reduce -0.0% 2,183,914 $669.9M
Goldman Sachs Group Inc. 0.11% Add +2.8% 1,880,906 $576.9M
Millburn Ridgefield LLC 12.59% Add +5.5% 1,693,608 $519.5M
Catalyst Capital Advisors LLC 10.64% Add +5.5% 1,693,608 $519.5M
Wells Fargo & Company 0.11% Add +1.9% 1,540,231 $472.5M
Johnson Investment Counsel Inc. 4.03% Add +2.3% 1,360,302 $417.3M
Northwestern Mutual Wealth Management Co. 0.32% Add +5.6% 1,284,339 $394.0M
JPMorgan Chase & Co. 0.03% Add +1.2% 1,279,512 $392.5M
Bokf, NA 6.88% Add +2.0% 1,268,112 $389.0M
Captrust Financial Advisors 0.91% Add +26.6% 1,185,789 $363.7M
Pathstone Holdings, LLC 1.55% Reduce -0.2% 1,166,523 $357.8M
Mercer Global Advisors Inc. 0.71% Add +30.4% 1,010,730 $310.0M
UBS Group AG 0.07% Add +1.0% 975,368 $299.2M
Healthcare of Ontario Pension Plan Trust Fund 0.65% No change 949,000 $291.1M
Focus Partners Wealth 0.71% Reduce -0.1% 917,585 $281.5M
CHURCHILL MANAGEMENT Corp 3.08% Add +0.2% 792,824 $243.2M
National Mutual Insurance Federation of Agricultural Cooperatives 2.18% No change 791,000 $242.6M
Legacy Wealth Management, LLC 15.50% Reduce -2.5% 758,328 $232.6M
Cerity Partners LLC 0.47% Reduce -0.0% 737,801 $226.3M
Creative Planning 0.19% Add +2.2% 667,125 $204.6M
Capstone Financial Advisors, Inc. 12.85% Reduce -2.1% 666,279 $204.4M
Johns Hopkins University 7.35% No change 634,929 $194.8M
US Bancorp \de 0.25% Add +6.2% 605,556 $185.7M
Raymond James Financial Inc. 0.07% Reduce -1.6% 599,145 $183.8M
Tiaa Trust, National Association 0.56% Add +0.3% 581,809 $178.5M
Comerica Bank 0.73% Reduce -0.9% 570,148 $174.9M
Mariner, LLC 0.26% Add +0.6% 508,740 $156.1M
Ameriprise Financial Inc. 0.04% Reduce -3.0% 470,659 $152.4M
Empower Advisory Group, LLC 0.49% Reduce -1.8% 492,575 $151.1M
HighTower Advisors, LLC 0.20% Reduce -0.1% 485,642 $149.0M
Red Cedar Investment Management, LLC 19.26% Reduce -13.0% 453,841 $139.2M
Truist Financial Corp. 0.20% Reduce -9.1% 411,838 $126.3M
Fifth Third Bancorp 0.45% Reduce -2.7% 387,907 $119.0M
Ieq Capital, LLC 0.93% Add +176.0% 381,635 $117.1M
HSBC Holdings PLC 0.08% Reduce -0.5% 375,700 $115.2M
Daido Life Insurance Co. 15.13% Reduce -32.3% 363,896 $111.6M
Royal Bank of Canada 0.02% Reduce -31.2% 354,611 $108.8M
Arbor Investment Advisors, LLC 14.47% Reduce -0.2% 345,016 $105.8M
Allstate Corp. 3.09% New 342,643 $105.1M
MPS Loria Financial Planners, LLC 31.14% Reduce -9.4% 342,260 $105.0M
Wealth Enhancement Advisory Services, LLC 0.20% Reduce -0.5% 337,657 $103.6M
CIBC Private Wealth Group LLC 0.22% Reduce -24.1% 374,850 $102.1M
Waverly Advisors, LLC 1.24% Reduce -0.8% 331,951 $101.8M
Two Sigma Investments, LP 0.22% Reduce -15.2% 321,500 $98.6M
McKinley Carter Wealth Services, Inc. 5.73% Reduce -2.1% 303,752 $93.2M
Bank of Montreal 0.05% Add +1.0% 292,417 $89.7M
Corient Private Wealth LP 0.14% Add +95.5% 283,100 $86.8M
Cetera Investment Advisers 0.17% Add +0.4% 278,340 $85.4M
AMG National Trust Bank 2.14% Reduce -0.5% 248,562 $76.2M
Baird Financial Group, Inc. 0.14% Reduce -0.7% 237,214 $72.8M
Winthrop Advisory Group LLC 8.49% Reduce -8.1% 230,155 $70.6M
Commonwealth Equity Services, LLC 0.10% Add +5.4% 228,397 $70.1M
Parkside Advisors LLC 16.62% Reduce -1.9% 225,017 $69.0M
Ballentine Partners, LLC 1.19% Reduce -0.7% 223,455 $68.5M
BOK Financial Private Wealth, Inc. 5.06% Reduce -2.1% 219,688 $67.4M
Coldstream Capital Management Inc. 1.41% Add +224.9% 215,318 $66.0M
Envestnet Portfolio Solutions, Inc. 0.25% Reduce -5.9% 214,659 $65.8M
Jordan Park Group LLC 4.72% Add +12.4% 211,745 $65.0M
Schroder Investment Management Group 0.07% Add +1.0% 212,153 $64.7M
JFS Wealth Advisors, LLC 4.31% Reduce -3.5% 207,639 $63.7M
Commerce Bank 0.40% Reduce -0.3% 203,354 $62.4M
WASHINGTON TRUST Co 2.34% Reduce -0.1% 199,015 $61.0M
BNP Paribas Financial Markets 0.04% Add +2.0% 186,117 $57.1M
Stifel Financial Corp. 0.06% Reduce -25.0% 185,512 $56.9M
NorthCoast Asset Management LLC 0.28% Reduce -4.6% 180,704 $55.4M
Obsidian Cio, LLC 8.99% Reduce -2.3% 180,221 $55.3M
Brighton Jones LLC 1.76% Reduce -2.3% 178,427 $54.7M
Nixon Peabody Trust Co. 4.59% Add +21.6% 176,343 $54.1M
Bank of New York Mellon Corp 0.01% Add +1.7% 175,903 $54.0M
Enclave Advisors LLC 9.14% Reduce -0.2% 174,538 $53.5M
Principal Securities, Inc. 1.20% Add +0.1% 165,941 $53.5M
Wealthspire Advisors, LLC 0.32% Add +81.3% 173,878 $53.3M
Cambridge Investment Research Advisors, Inc. 0.18% Add +13.1% 173,356 $53.2M
MML Investors Services, LLC 0.17% Add +11.3% 168,777 $51.8M
Choreo, LLC 0.73% Reduce -4.8% 154,363 $47.3M
Brown Advisory Inc. 0.07% Reduce -47.2% 153,237 $47.0M
Equitable Holdings, Inc. 0.42% Add +5.3% 145,609 $44.7M
Osaic Holdings, Inc. 0.10% Add +25.2% 144,608 $44.4M
Cambridge Associates LLC /Ma/ 1.27% No change 143,760 $44.1M
Conservest Capital Advisors, Inc. 4.56% Reduce -0.1% 141,549 $43.4M
US Financial Advisors, LLC 12.57% Reduce -0.7% 138,602 $42.5M
Millennium Management 0.04% Reduce -94.9% 127,480 $39.1M
Wealthfront Advisers LLC 0.10% Add +7.3% 126,610 $38.8M
Keel Point, LLC 2.97% Add +1.8% 124,725 $38.3M
Financial Management Professionals, Inc. 4.85% Add +14.6% 123,727 $38.0M
NewEdge Advisors, LLC 0.22% Reduce -2.3% 122,170 $37.5M
Rockefeller Capital Management L.P. 0.09% Add +4.0% 121,912 $37.4M
AQR Capital Management 0.04% Add +86.8% 121,527 $37.3M
Cwm, LLC 0.15% Add +179.1% 120,858 $37.1M
American Financial Advisors, LLC 5.33% Reduce -1.9% 119,668 $36.7M
JT Stratford LLC 6.51% Add +20.0% 119,327 $36.6M

"% 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 1,343 holders