iShares Russell 1000 ETFIWBETF

13F holders, Q4 2025 (December 31)
1,498holders +77
75new positions
54sold out
8famous investors
$373.50avg. 13F price*

At the end of Q4 2025, 1,498 institutions reported holding iShares Russell 1000 ETF (IWB) in their 13F filings, up 77 from Q3 2025. 75 opened new positions and 54 sold out. The largest holders were Jones Financial Companies LLLP ($4.3B), FMR LLC ($3.7B) and Bank of America Corp. ($1.8B). 8 famous investors held it, including Israel Englander (0.1% 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 2025 → Q4 2025

InstitutionsTotal Value
New Positions75$395.3M
Exits54$64.6M

All 13F filers, Q3 2025 → Q4 2025: 5,520,959 shares bought and 3,947,219 shares sold, net +1,573,740 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,498 holders

Jones Financial Companies LLLP 2.64% Add +2.9% 11,577,955 $4.3B
FMR LLC 0.19% Reduce -1.3% 9,844,192 $3.7B
Bank of America Corp. 0.13% Add +11.5% 4,914,890 $1.8B
Envestnet Asset Management Inc. 0.51% Add +9.2% 4,567,946 $1.7B
M&T Bank Corp 3.39% Reduce -0.1% 2,831,032 $1.1B
Northern Trust Corp. 0.13% Reduce -2.1% 2,691,766 $1.0B
LPL Financial LLC 0.25% Add +0.1% 2,451,013 $915.3M
PNC Financial Services Group, Inc. 0.47% Reduce -2.6% 2,297,491 $858.0M
BlackRock, Inc. 0.01% Add +28.4% 2,217,141 $828.0M
Morgan Stanley 0.05% Reduce -30.3% 2,089,875 $780.4M
Focus Partners Wealth 0.83% Add +12.4% 1,955,205 $730.1M
Wells Fargo & Company 0.12% Add +0.8% 1,611,305 $601.7M
Millburn Ridgefield LLC 13.01% Reduce -0.2% 1,462,605 $546.2M
Catalyst Capital Advisors LLC 11.22% Reduce -0.2% 1,462,605 $546.2M
Johnson Investment Counsel Inc. 4.28% Reduce -1.6% 1,403,281 $524.0M
Goldman Sachs Group Inc. 0.07% Reduce -23.8% 1,384,623 $517.1M
JPMorgan Chase & Co. 0.03% Add +1.6% 1,342,895 $501.5M
Northwestern Mutual Wealth Management Co. 0.31% Reduce -1.1% 1,322,245 $493.8M
Bokf, NA 7.41% Add +1.3% 1,297,149 $484.4M
Captrust Financial Advisors 0.83% Reduce -0.3% 1,164,954 $435.0M
Pathstone Holdings, LLC 1.60% Reduce -4.7% 1,109,517 $414.2M
Allstate Corp. 5.50% Add +125.4% 1,078,170 $402.6M
UBS Group AG 0.07% Reduce -3.8% 909,631 $339.7M
Mercer Global Advisors Inc. 0.45% Add +0.4% 792,517 $296.0M
National Mutual Insurance Federation of Agricultural Cooperatives 2.17% No change 791,000 $295.4M
US Bancorp \de 0.34% Add +3.3% 775,933 $289.8M
Cerity Partners LLC 0.41% Reduce -1.6% 745,035 $278.2M
Legacy Wealth Management, LLC 15.29% Reduce -1.7% 710,475 $265.3M
Tiaa Trust, National Association 0.61% Reduce -7.1% 684,338 $256.2M
Creative Planning 0.18% Add +0.3% 657,338 $245.5M
Capstone Financial Advisors, Inc. 12.91% Reduce -0.8% 649,033 $242.4M
Raymond James Financial Inc. 0.07% Add +1.1% 631,389 $235.8M
Pinnacle Financial Partners, Inc. 1.67% — 592,936 $221.4M
CIBC Private Wealth Group LLC 0.35% Add +51.6% 552,047 $206.2M
Mariner, LLC 0.24% Add +2.1% 546,824 $204.2M
Royal Bank of Canada 0.04% Reduce -10.2% 535,259 $199.9M
Comerica Bank 0.80% Add +0.1% 535,026 $199.8M
Wealth Enhancement Advisory Services, LLC 0.26% Reduce -3.0% 508,594 $193.0M
Healthcare of Ontario Pension Plan Trust Fund 0.32% Add +8.0% 499,000 $186.3M
Ameriprise Financial Inc. 0.04% Add +2.7% 493,513 $184.3M
Ieq Capital, LLC 0.55% Add +8.4% 487,726 $182.1M
HighTower Advisors, LLC 0.20% Add +0.6% 480,347 $179.4M
Halbert Hargrove Global Advisors, LLC 8.47% Add +0.1% 474,141 $177.1M
Millennium Management 0.13% New 455,129 $170.0M
Truist Financial Corp. 0.23% Add +8.7% 454,079 $169.6M
Red Cedar Investment Management, LLC 16.51% Reduce -1.9% 409,248 $152.8M
Cetera Investment Advisers 0.14% Add +8.5% 352,531 $131.6M
Fifth Third Bancorp 0.41% Reduce -7.4% 345,935 $129.2M
MPS Loria Financial Planners, LLC 32.02% Reduce -0.2% 333,549 $124.6M
Bank of Montreal 0.05% Add +7.1% 329,319 $123.0M
Waverly Advisors, LLC 0.99% Reduce -0.5% 326,569 $122.0M
HSBC Holdings PLC 0.07% Add +2.5% 322,356 $120.4M
Empower Advisory Group, LLC 0.31% Reduce -34.2% 307,337 $114.8M
NorthRock Partners, LLC 1.89% Add +270.5% 298,766 $111.6M
Arbor Investment Advisors, LLC 14.31% Reduce -3.5% 291,167 $108.7M
Lido Advisors, LLC 0.42% Add +136.2% 281,876 $105.1M
Johns Hopkins University 7.19% No change 264,479 $98.8M
Stifel Financial Corp. 0.09% Add +29.3% 256,407 $95.8M
McKinley Carter Wealth Services, Inc. 5.27% Reduce -16.5% 252,707 $94.4M
Winthrop Advisory Group LLC 7.84% Reduce -2.4% 247,833 $92.6M
AMG National Trust Bank 2.11% Reduce -2.9% 239,869 $89.6M
Baird Financial Group, Inc. 0.14% Reduce -0.9% 232,230 $86.7M
Ballentine Partners, LLC 1.10% Reduce -1.3% 209,813 $78.4M
Envestnet Portfolio Solutions, Inc. 0.27% Add +29.8% 204,201 $76.3M
JFS Wealth Advisors, LLC 4.26% Reduce -0.1% 202,434 $75.6M
Brown Advisory Inc. 0.11% Add +22.4% 201,874 $75.4M
Coldstream Capital Management Inc. 0.97% Reduce -2.8% 200,295 $74.8M
BOK Financial Private Wealth, Inc. 4.58% Reduce -1.1% 200,186 $74.8M
Argent Capital Management LLC 2.11% New 199,085 $74.3M
Commerce Bank 0.41% Add +0.1% 197,238 $73.7M
WASHINGTON TRUST Co 2.37% Reduce -0.6% 193,808 $72.4M
Commonwealth Equity Services, LLC 0.09% Reduce -8.5% 186,418 $69.6M
Osaic Holdings, Inc. 0.10% Add +3.9% 185,221 $69.2M
BNP Paribas Financial Markets 0.04% Add +0.7% 184,997 $69.1M
Principal Securities, Inc. 1.04% Add +2.1% 179,752 $67.1M
Corient Private Wealth LP 0.09% Add +22.2% 176,483 $65.8M
MML Investors Services, LLC 0.16% Add +4.8% 174,862 $65.3M
Cambridge Investment Research Advisors, Inc. 0.17% Reduce -1.9% 171,615 $64.1M
Bank of New York Mellon Corp 0.01% Reduce -0.9% 167,532 $62.6M
Mason & Associates Inc 11.71% New 166,627 $62.2M
Brighton Jones LLC 2.29% Reduce -6.2% 166,068 $62.0M
Enclave Advisors LLC 8.59% Reduce -2.5% 162,230 $60.6M
Schroder Investment Management Group 0.05% Add +5.2% 160,558 $60.4M
Napier Financial, LLC 14.23% — 152,542 $57.0M
Rockefeller Capital Management L.P. 0.10% Add +22.5% 152,126 $56.8M
AQR Capital Management 0.03% Add +17.4% 150,834 $56.3M
Equitable Holdings, Inc. 0.38% Add +1.1% 147,605 $55.1M
Choreo, LLC 0.69% Add +5.2% 143,474 $54.0M
Hippocratic Financial Advisors, LLC 24.19% Add +5.9% 140,497 $52.5M
JT Stratford LLC 6.71% Reduce -2.7% 139,310 $52.0M
Conservest Capital Advisors, Inc. 4.54% Reduce -2.9% 134,715 $50.3M
State Board of Administration of Florida Retirement System 0.09% Reduce -11.1% 134,455 $50.2M
Jordan Park Group LLC 2.78% Reduce -2.8% 128,433 $48.0M
NewEdge Advisors, LLC 0.17% Add +0.5% 125,692 $46.9M
Cambridge Associates LLC /Ma/ 0.76% Reduce -15.1% 124,298 $46.4M
Keel Point, LLC 2.79% Reduce -0.9% 123,791 $46.2M
Trust Co 4.28% Reduce -1.0% 122,119 $45.6M
DT Investment Partners, LLC 3.69% Reduce -1.6% 119,231 $44.5M
Laird Norton Wetherby Trust Company, LLC 0.91% Add +882.7% 117,462 $43.9M
Brewster Financial Planning LLC 26.95% Reduce -1.0% 117,456 $43.9M

"% 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 1,498 holders