IWB Institutional Ownership & Shareholders
ISHARES RUSSELL 1000 ETF (IWB) is currently held by 1,547 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $37.45B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fmr Llc is currently the largest disclosed institutional shareholder of IWB tracked by InsiderSet, reporting ownership valued at approximately $4.07B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.11B, representing an estimated gain of +0.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed IWB value among the investors covered in this analysis. Major shareholders include Fmr Llc, Jones Financial Companies Lllp, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES RUSSELL 1000 ETF (IWB).
This page ranks the largest institutional IWB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,547
Total Reported Value
$37.45B
Largest Holder
Fmr Llc
Largest Position
$4.07B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.18% | 9,942,793 | $4,071,573,942 | $4,106,870,649 | +$35,296,707 | +0.87% | |
| Jones Financial Companies Lllp | 1.39% | 8,705,412 | $3,483,940,157 | $3,595,770,427 | +$111,830,270 | +3.21% | |
| Bank Of America Corp | 0.12% | 4,567,154 | $1,870,249,515 | $1,886,462,960 | +$16,213,445 | +0.87% | |
| Envestnet Asset Management Inc | 0.38% | 3,908,505 | $1,600,532,927 | $1,614,407,990 | +$13,875,063 | +0.87% | |
| Northern Trust Corp | 0.12% | 2,550,767 | $1,044,539,087 | $1,053,594,309 | +$9,055,222 | +0.87% | |
| Lpl Financial Llc | 0.23% | 2,543,875 | $1,041,717,101 | $1,050,747,569 | +$9,030,468 | +0.87% | |
| M&T Bank Corp | 3.34% | 2,861,198 | $1,020,189,303 | $1,181,817,834 | +$161,628,531 | +15.84% | |
| Blackrock, Inc. | 0.01% | 2,289,986 | $937,749,289 | $945,878,717 | +$8,129,428 | +0.87% | |
| Pnc Financial Services Group, Inc. | 0.47% | 2,125,896 | $870,554,219 | $878,101,343 | +$7,547,124 | +0.87% | |
| Morgan Stanley | 0.04% | 2,040,874 | $835,739,597 | $842,983,006 | +$7,243,409 | +0.87% | |
| Focus Partners Wealth | 0.78% | 1,859,370 | $761,412,753 | $768,012,779 | +$6,600,026 | +0.87% | |
| Catalyst Capital Advisors Llc | 11.05% | 1,637,759 | $681,520,653 | $676,476,355 | -$5,044,298 | -0.74% | |
| Millburn Ridgefield Llc | 12.70% | 1,637,759 | $670,662,311 | $676,476,355 | +$5,814,044 | +0.87% | |
| Jpmorgan Chase & Co | 0.04% | 1,634,389 | $664,069,000 | $675,084,376 | +$11,015,376 | +1.66% | |
| Wells Fargo & Company/Mn | 0.11% | 1,577,820 | $646,117,404 | $651,718,551 | +$5,601,147 | +0.87% | |
| Johnson Investment Counsel Inc | 4.28% | 1,429,386 | $585,333,483 | $590,407,887 | +$5,074,404 | +0.87% | |
| Captrust Financial Advisors | 0.80% | 1,270,498 | $520,268,749 | $524,779,199 | +$4,510,450 | +0.87% | |
| Ubs Group Ag | 0.07% | 1,138,581 | $466,248,921 | $470,290,882 | +$4,041,961 | +0.87% | |
| Goldman Sachs Group Inc | 0.05% | 1,081,981 | $443,071,405 | $446,912,252 | +$3,840,847 | +0.87% | |
| Pathstone Holdings, Llc | 1.58% | 1,112,041 | $396,546,587 | $459,328,535 | +$62,781,948 | +15.83% | |
| Us Bancorp \De\ | 0.38% | 856,684 | $350,812,201 | $353,853,326 | +$3,041,125 | +0.87% | |
| Dynasty Wealth Management, Llc | 2.55% | 838,203 | $343,243,942 | $346,219,749 | +$2,975,807 | +0.87% | |
| Fifth Third Bancorp | 0.55% | 833,092 | $341,151,321 | $344,108,651 | +$2,957,330 | +0.87% | |
| Cerity Partners Llc | 0.41% | 815,660 | $334,013,336 | $336,908,363 | +$2,895,027 | +0.87% | |
| National Mutual Insurance Federation Of Agricultural Cooperatives | 2.10% | 791,000 | $329,158,830 | $326,722,550 | -$2,436,280 | -0.74% | |
| Mercer Global Advisors Inc | 0.37% | 721,484 | $295,447,570 | $298,008,966 | +$2,561,396 | +0.87% | |
| Legacy Wealth Management, Llc | 15.29% | 697,547 | $290,270,369 | $288,121,788 | -$2,148,581 | -0.74% | |
| Creative Planning | 0.15% | 645,381 | $268,562,249 | $266,574,622 | -$1,987,627 | -0.74% | |
| Capstone Financial Advisors, Inc. | 12.72% | 637,495 | $261,054,053 | $263,317,310 | +$2,263,257 | +0.87% | |
| Pinnacle Financial Partners, Inc. | 1.75% | 625,348 | $256,080,128 | $258,299,991 | +$2,219,863 | +0.87% | |
| Mariner, Llc | 0.24% | 566,204 | $231,860,567 | $233,870,562 | +$2,009,995 | +0.87% | |
| Raymond James Financial Inc | 0.06% | 565,167 | $231,435,746 | $233,442,229 | +$2,006,483 | +0.87% | |
| Ieq Capital, Llc | 0.93% | 492,609 | $201,722,900 | $203,472,147 | +$1,749,247 | +0.87% | |
| Ameriprise Financial Inc | 0.04% | 482,320 | $197,628,011 | $199,222,276 | +$1,594,265 | +0.81% | |
| Openarc Corporate Advisory, Llc | 2.16% | 460,385 | $191,580,010 | $190,162,024 | -$1,417,986 | -0.74% | |
| Truist Financial Corp | 0.21% | 434,847 | $180,952,758 | $179,613,553 | -$1,339,205 | -0.74% | |
| Empower Advisory Group, Llc | 0.42% | 430,492 | $176,286,478 | $177,814,721 | +$1,528,243 | +0.87% | |
| Cetera Investment Advisers | 0.14% | 381,177 | $156,091,819 | $157,445,160 | +$1,353,341 | +0.87% | |
| Cibc Bancorp Usa Inc. | 0.19% | 380,082 | $155,643,761 | $156,992,870 | +$1,349,109 | +0.87% | |
| Red Cedar Investment Management, Llc | 14.73% | 379,919 | $155,576,751 | $156,925,543 | +$1,348,792 | +0.87% | |
| Mps Loria Financial Planners, Llc | 27.75% | 351,528 | $146,281,456 | $145,198,640 | -$1,082,816 | -0.74% | |
| Royal Bank Of Canada | 0.02% | 352,340 | $144,283,000 | $145,534,037 | +$1,251,037 | +0.87% | |
| Bank Of Montreal | 0.05% | 341,972 | $140,037,467 | $141,251,535 | +$1,214,068 | +0.87% | |
| Wealth Enhancement Advisory Services, Llc | 0.21% | 336,769 | $139,573,720 | $139,102,435 | -$471,285 | -0.34% | |
| Sagespring Wealth Partners, Llc | 2.07% | 333,617 | $138,828,021 | $137,800,502 | -$1,027,519 | -0.74% | |
| Hsbc Holdings Plc | 0.06% | 318,478 | $130,416,938 | $131,547,338 | +$1,130,400 | +0.87% | |
| Waverly Advisors, Llc | 0.75% | 314,703 | $128,870,677 | $129,988,074 | +$1,117,397 | +0.87% | |
| Northrock Partners, Llc | 1.76% | 295,228 | $120,895,778 | $121,943,925 | +$1,048,147 | +0.87% | |
| Arbor Investment Advisors, Llc | 13.26% | 279,438 | $116,282,465 | $115,421,866 | -$860,599 | -0.74% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.39% | 279,636 | $114,510,942 | $115,503,650 | +$992,708 | +0.87% |
Frequently asked questions about IWB
Who are the largest institutional holders of IWB?
The largest institutional holders of IWB reported in the latest SEC Form 13F filings include Fmr Llc, Jones Financial Companies Lllp, Bank Of America Corp, Envestnet Asset Management Inc, and Northern Trust Corp. InsiderSet ranks institutional holders by their latest reported IWB position.
What is IWB institutional ownership?
This page tracks IWB positions reported by institutional investment managers through SEC Form 13F. ISHARES RUSSELL 1000 ETF (IWB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IWB?
InsiderSet currently tracks 1,547 institutional managers reporting IWB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IWB shareholders.
How much IWB stock do institutions own?
Institutional investment managers disclosed approximately $37.45B in IWB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IWB institutional ownership last updated?
The latest IWB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IWB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IWB position after the reporting date.
Are institutions buying or selling IWB?
Institutional buying and selling can be analyzed by comparing IWB positions across consecutive 13F reporting periods. InsiderSet's IWB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IWB ownership changes.
How has IWB institutional ownership changed over time?
InsiderSet tracks IWB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.