ISHARES RUSSELL 1000 ETF IWB
$408.75
-0.0% 52w: $345.95 – $413.92
Latest 13F among current holders filed 2 days ago (Oct 30, 2026)
Price — last 12 months
research preview data345.95379.93413.92
Oct 17, 2025 Jul 2, 2026
Institutional holders
1.5K
-24 QoQ
13F value
$34.91B
-8.0% QoQ
Smart-money holders
51
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
2.2×
$19.3M calls / $8.8M puts
Institutional value by quarter
Number of holders
Who owns IWB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 10.5M | $3.64B | 1.7% | -9.7% |
| FMR LLC | Long only active | 10.1M | $3.59B | 0.2% | +2.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 5.2M | $1.84B | 0.1% | +4.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.3M | $1.55B | 0.4% | -4.9% |
| M&T Bank Corp | Diversified mechanical | 2.9M | $1.02B | 3.3% | +1.1% |
| NORTHERN TRUST CORP | Index provider | 2.7M | $947.9M | 0.1% | -1.2% |
| LPL Financial LLC | Bank broker | 2.5M | $904.5M | 0.2% | +3.5% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 2.3M | $830.6M | 0.5% | +1.4% |
| MORGAN STANLEY | Bank broker | 2.0M | $723.7M | 0.0% | -2.9% |
| Focus Partners Wealth | Wealth advisor | 1.9M | $689.4M | 0.8% | -1.1% |
| Catalyst Capital Advisors LLC | Wealth advisor | 1.6M | $585.4M | 10.9% | +12.2% |
| Millburn Ridgefield LLC /DE/ | Wealth advisor | 1.6M | $585.4M | 12.6% | +12.2% |
| BlackRock, Inc. | Index provider | 1.6M | $584.2M | 0.0% | -26.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.6M | $563.3M | 0.1% | -1.9% |
| JOHNSON INVESTMENT COUNSEL INC | Other | 1.4M | $506.2M | 4.1% | +1.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.4M | $492.1M | 0.3% | +4.4% |
| BOKF, NA | Diversified mechanical | 1.3M | $458.9M | 7.0% | -0.8% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 1.3M | $456.3M | 0.8% | +9.9% |
| JPMORGAN CHASE & CO | Bank broker | 1.3M | $439.0M | 0.0% | -5.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.2M | $416.7M | 0.1% | -15.6% |
| UBS Group AG | Bank broker | 1.1M | $405.9M | 0.1% | +25.1% |
| Pathstone Holdings, LLC | Diversified mechanical | 1.1M | $396.5M | 1.6% | +0.2% |
| US BANCORP \DE\ | Wealth advisor | 892.2K | $318.1M | 0.4% | +15.0% |
| FIFTH THIRD BANCORP | Diversified mechanical | 850.0K | $303.1M | 0.6% | +145.7% |
| Cerity Partners LLC | Diversified mechanical | 800.1K | $285.3M | 0.4% | +7.4% |
| National Mutual Insurance Federation of Agricultural Cooperatives | Wealth advisor | 791.0K | $282.0M | 2.2% | Held |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 784.7K | $279.8M | 0.4% | -1.0% |
| Legacy Wealth Management, LLC | Wealth advisor | 708.2K | $252.5M | 14.7% | -0.3% |
| Capstone Financial Advisors, Inc. | Wealth advisor | 646.3K | $230.5M | 12.4% | -0.4% |
| Creative Planning | Wealth advisor | 642.3K | $229.0M | 0.2% | -2.3% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 609.7K | $217.4M | 1.7% | +2.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 592.1K | $211.1M | 0.1% | -6.2% |
| Mariner, LLC | Diversified mechanical | 580.7K | $207.1M | 0.2% | +6.2% |
| ALLSTATE CORP | Insurance | 552.6K | $197.0M | 2.1% | -48.7% |
| HighTower Advisors, LLC | Diversified mechanical | 524.1K | $186.9M | 0.2% | +9.1% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 521.9K | $186.1M | 0.1% | +14.7% |
| IEQ CAPITAL, LLC | Diversified mechanical | 515.3K | $183.7M | 0.9% | +5.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 479.7K | $174.7M | 0.0% | -2.8% |
| Empower Advisory Group, LLC | Wealth advisor | 442.6K | $157.8M | 0.4% | +44.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 429.7K | $153.2M | 0.2% | -5.4% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | Wealth advisor | 395.3K | $141.0M | 14.6% | -3.4% |
| ROYAL BANK OF CANADA | Bank broker | 377.1K | $134.5M | 0.0% | -29.5% |
| CIBC Bancorp USA Inc. | Diversified mechanical | 377.7K | $133.6M | 0.2% | — |
| Cetera Investment Advisers | Wealth advisor | 361.1K | $128.7M | 0.1% | +2.4% |
| BANK OF MONTREAL /CAN/ | Bank broker | 341.6K | $121.8M | 0.1% | +3.7% |
| MPS Loria Financial Planners, LLC | Wealth advisor | 340.9K | $121.6M | 32.1% | +2.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 333.6K | $118.0M | — | -34.4% |
| HSBC HOLDINGS PLC | Bank broker | 325.5K | $116.1M | 0.1% | -49.5% |
| Waverly Advisors, LLC | Wealth advisor | 319.0K | $113.8M | 0.9% | -2.3% |
| NorthRock Partners, LLC | Wealth advisor | 298.3K | $106.3M | 1.7% | -0.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.