ISHARES RUSSELL 1000 ETF (IWB) Top Institutional Shareholders
ISHARES RUSSELL 1000 ETF (IWB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $34.03B in IWB holdings during the latest filing period.
Jones Financial Companies Lllp is currently the largest disclosed institutional shareholder of IWB tracked by InsiderSet, reporting ownership valued at approximately $3.64B in its March 31, 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 $4.32B, representing an estimated gain of +18.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% of the total disclosed IWB value among the investors covered in this analysis. Major shareholders include Jones Financial Companies Lllp, Fmr Llc, 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
1,451
Total Reported Value
$34.03B
Largest Holder
Jones Financial Companies Lllp
Largest Position
$3.64B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jones Financial Companies Lllp | 1.75% | 10,453,379 | $3,637,283,257 | $4,318,395,399 | +$681,112,142 | +18.73% | |
| Fmr Llc | 0.19% | 10,059,810 | $3,586,925,795 | $4,155,808,109 | +$568,882,314 | +15.86% | |
| Bank Of America Corp | 0.13% | 5,155,585 | $1,838,275,471 | $2,129,823,719 | +$291,548,248 | +15.86% | |
| Envestnet Asset Management Inc | 0.41% | 4,343,242 | $1,548,626,355 | $1,794,236,703 | +$245,610,348 | +15.86% | |
| M&T Bank Corp | 3.42% | 2,799,423 | $998,162,303 | $1,156,469,636 | +$158,307,333 | +15.86% | |
| Northern Trust Corp | 0.13% | 2,658,525 | $947,923,674 | $1,098,263,263 | +$150,339,589 | +15.86% | |
| Lpl Financial Llc | 0.24% | 2,536,712 | $904,489,956 | $1,047,941,094 | +$143,451,138 | +15.86% | |
| Pnc Financial Services Group, Inc. | 0.49% | 2,139,667 | $762,919,652 | $883,917,834 | +$120,998,182 | +15.86% | |
| Morgan Stanley | 0.04% | 2,029,785 | $723,741,421 | $838,524,481 | +$114,783,060 | +15.86% | |
| Focus Partners Wealth | 0.77% | 1,932,956 | $689,384,295 | $798,523,453 | +$109,139,158 | +15.83% | |
| Catalyst Capital Advisors Llc | 10.91% | 1,641,733 | $585,376,318 | $678,216,320 | +$92,840,002 | +15.86% | |
| Millburn Ridgefield Llc | 12.59% | 1,641,733 | $585,376,318 | $678,216,320 | +$92,840,002 | +15.86% | |
| Blackrock, Inc. | 0.01% | 1,638,420 | $584,195,054 | $676,847,686 | +$92,652,632 | +15.86% | |
| Wells Fargo & Company/Mn | 0.11% | 1,579,924 | $563,337,711 | $652,682,404 | +$89,344,693 | +15.86% | |
| Johnson Investment Counsel Inc | 4.09% | 1,419,562 | $506,158,878 | $586,435,258 | +$80,276,380 | +15.86% | |
| Northwestern Mutual Wealth Management Co | 0.30% | 1,380,105 | $492,090,319 | $570,135,177 | +$78,044,858 | +15.86% | |
| Bokf, Na | 7.02% | 1,287,018 | $458,899,138 | $531,680,006 | +$72,780,868 | +15.86% | |
| Captrust Financial Advisors | 0.80% | 1,279,821 | $456,330,370 | $528,706,853 | +$72,376,483 | +15.86% | |
| Goldman Sachs Group Inc | 0.05% | 1,168,747 | $416,728,368 | $482,821,073 | +$66,092,705 | +15.86% | |
| Ubs Group Ag | 0.07% | 1,138,383 | $405,901,844 | $470,277,401 | +$64,375,557 | +15.86% | |
| Pathstone Holdings, Llc | 1.58% | 1,112,041 | $396,546,587 | $459,395,258 | +$62,848,671 | +15.85% | |
| Us Bancorp \De\ | 0.39% | 892,182 | $318,117,807 | $368,569,306 | +$50,451,499 | +15.86% | |
| Fifth Third Bancorp | 0.55% | 849,980 | $303,068,698 | $351,135,238 | +$48,066,540 | +15.86% | |
| Legacy Wealth Management, Llc | 15.05% | 702,613 | $287,720,157 | $290,256,456 | +$2,536,299 | +0.88% | |
| Cerity Partners Llc | 0.40% | 800,125 | $285,303,455 | $330,539,639 | +$45,236,184 | +15.86% | |
| National Mutual Insurance Federation Of Agricultural Cooperatives | 2.17% | 791,000 | $282,038,960 | $326,770,010 | +$44,731,050 | +15.86% | |
| Mercer Global Advisors Inc | 0.41% | 784,742 | $279,807,644 | $324,184,768 | +$44,377,124 | +15.86% | |
| Capstone Financial Advisors, Inc. | 12.41% | 646,320 | $230,451,891 | $267,001,255 | +$36,549,364 | +15.86% | |
| Creative Planning | 0.16% | 642,293 | $229,016,133 | $265,337,661 | +$36,321,528 | +15.86% | |
| Pinnacle Financial Partners, Inc. | 1.66% | 609,704 | $217,396,417 | $251,874,819 | +$34,478,402 | +15.86% | |
| Raymond James Financial Inc | 0.07% | 592,068 | $211,107,910 | $244,589,211 | +$33,481,301 | +15.86% | |
| Mariner, Llc | 0.24% | 580,691 | $207,051,050 | $239,889,259 | +$32,838,209 | +15.86% | |
| Allstate Corp | 2.11% | 552,584 | $197,029,351 | $228,277,976 | +$31,248,625 | +15.86% | |
| Hightower Advisors, Llc | 0.20% | 524,139 | $186,887,010 | $216,527,062 | +$29,640,052 | +15.86% | |
| Millennium Management Llc | 0.14% | 521,919 | $186,095,439 | $215,609,958 | +$29,514,519 | +15.86% | |
| Ieq Capital, Llc | 0.85% | 515,288 | $183,730,956 | $212,870,626 | +$29,139,670 | +15.86% | |
| Ameriprise Financial Inc | 0.04% | 479,707 | $174,710,605 | $198,171,759 | +$23,461,154 | +13.43% | |
| Empower Advisory Group, Llc | 0.41% | 442,559 | $157,798,733 | $182,825,548 | +$25,026,815 | +15.86% | |
| Truist Financial Corp | 0.21% | 429,657 | $153,198,657 | $177,495,603 | +$24,296,946 | +15.86% | |
| Red Cedar Investment Management, Llc | 14.61% | 395,325 | $140,956,939 | $163,312,711 | +$22,355,772 | +15.86% | |
| Royal Bank Of Canada | 0.03% | 377,116 | $134,464,000 | $155,790,391 | +$21,326,391 | +15.86% | |
| Cibc Bancorp Usa Inc. | 0.18% | 377,746 | $133,582,290 | $156,050,650 | +$22,468,360 | +16.82% | |
| Cetera Investment Advisers | 0.14% | 361,081 | $128,747,062 | $149,166,172 | +$20,419,110 | +15.86% | |
| Bank Of Montreal | 0.05% | 341,619 | $121,807,692 | $141,126,225 | +$19,318,533 | +15.86% | |
| Mps Loria Financial Planners, Llc | 32.07% | 340,935 | $121,563,771 | $140,843,658 | +$19,279,887 | +15.86% | |
| Wealth Enhancement Advisory Services, Llc | 0.26% | 333,625 | $117,952,042 | $137,823,824 | +$19,871,782 | +16.85% | |
| Hsbc Holdings Plc | 0.07% | 325,497 | $116,059,203 | $134,466,066 | +$18,406,863 | +15.86% | |
| Waverly Advisors, Llc | 0.85% | 319,023 | $113,750,739 | $131,791,592 | +$18,040,853 | +15.86% | |
| Northrock Partners, Llc | 1.72% | 298,262 | $106,348,537 | $123,215,015 | +$16,866,478 | +15.86% | |
| Arbor Investment Advisors, Llc | 13.51% | 290,982 | $103,752,699 | $120,207,574 | +$16,454,875 | +15.86% |
Frequently asked questions about IWB
Who owns the most IWB stock?
The largest holders of IWB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES RUSSELL 1000 ETF (IWB).
Is IWB widely held by superinvestors?
Many widely followed stocks like IWB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IWB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.