← Every company
Who Owns iShares Russell 1000 ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Russell 1000 ETF.
Who crossed 5% of IWB →Managers holding
72
as of 2026-09-30
Reported value
$292.9M
summed across filings
Shares held
703.6K
Added vs trimmed
18 / 28
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Trust CoETF93.4K shtrimmed | $38.9M |
| RTD Financial Advisors, Inc.RUS 1000 ETF93.1K shtrimmed | $38.7M |
| ACT WEALTH MANAGEMENT, LLCRUS 1000 ETF79.8K shtrimmed | $33.2M |
| Paladin Partners, LLCETF55K shadded | $22.9M |
| Farther Finance Advisors, LLCETF39.8K shtrimmed | $16.6M |
| YHB Investment Advisors, Inc.RUS 1000 ETF39.5K shtrimmed | $16.4M |
| Hamilton Capital, LLCRUS 1000 ETF28.9K shheld | $12M |
| Graves Light Lenhart Wealth, Inc.RUS 1000 ETF25.1K shtrimmed | $10.5M |
| AMERICAN NATIONAL BANK & TRUSTRUS 1000 ETF24.5K shtrimmed | $10.2M |
| Apella Capital, LLCRUS 1000 ETF22.2K shadded | $9.4M |
| Monument Capital ManagementRUS 1000 ETF19.9K shadded | $8.3M |
| Breakwater Capital GroupRUS 1000 ETF19.6K shadded | $8.2M |
| Avidian Wealth Enterprises, LLCRUS 1000 ETF15.2K shadded | $6.3M |
| SigFig Wealth Management, LLCRUS 1000 ETF14.9K shtrimmed | $6.2M |
| Valeo Financial Advisors, LLCETF13.3K shadded | $5.6M |
| MKD WEALTH COACHES, LLCRUS 1000 ETF10K shheld | $4.2M |
| Cambridge Financial Group, LLCRUS 1000 ETF9K shheld | $3.7M |
| Box Hill Private Wealth LLCRUS 1000 ETF7.7K shadded | $3.2M |
| Acropolis Investment Management, LLCRUS 1000 ETF7.6K shheld | $3.1M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF7.3K shheld | $3.1M |
| EASTERN BANKRUS 1000 ETF5.1K shtrimmed | $2.1M |
| Wedmont Private CapitalRUS 1000 ETF4.7K shadded | $2M |
| Asempa Wealth AdvisorsRUS 1000 ETF4.7K shtrimmed | $2M |
| COLTON GROOME FINANCIAL ADVISORS, LLCRUS 1000 ETF4.4K shtrimmed | $1.8M |
| GILPIN WEALTH MANAGEMENT, LLCRUS 1000 ETF3.6K shtrimmed | $1.5M |
| Decker Wealth Management LLCRUS 1000 ETF3.5K shheld | $1.4M |
| Pathway Financial Advisors LLCRUS 1000 ETF3.4K shheld | $1.4M |
| Legacy Private Trust Co.RUS 1000 ETF3.3K shheld | $1.4M |
| Heartwood Wealth Advisors LLCETF3.1K shheld | $1.3M |
| ROCKLAND TRUST CORUS 1000 ETF2.5K shheld | $1M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund2.4K shtrimmed | $1M |
| Retirement Wealth Solutions LLCRUS 1000 ETF2.3K shadded | $957.9K |
| Towneley Capital Management, Inc / DERUS 1000 ETF2.1K shheld | $872.2K |
| GAMMA Investing LLCETF2K shtrimmed | $821.5K |
| Wealth Enhancement Trust Services, Inc.RUS 1000 ETF1.8K shtrimmed | $748.2K |
| Sprinkle Financial Consultants LLCRUS 1000 ETF1.8K shadded | $738.2K |
| Allen Mooney & Barnes Investment Advisors LLCETF1.7K shadded | $701.1K |
| STABLEFORD CAPITAL II LLCRUS 1000 ETF1.7K shtrimmed | $692K |
| CANANDAIGUA NATIONAL BANK & TRUST COCom1.5K shheld | $634.6K |
| RIVERSEDGE ADVISORS, LLCRUS 1000 ETF1.5K sh— | $626.3K |
| Adelphi Trust CoExchange Traded Fund1.5K shadded | $622.9K |
| Capital Advisors Wealth Management, LLCRUS 1000 ETF1.4K shadded | $562.1K |
| Factor Wealth Management LTDRUS 1000 ETF1.3K shadded | $526.3K |
| Arbor Wealth Advisors LLCRUS 1000 ETF1.3K shtrimmed | $525.2K |
| JUNCTURE WEALTH STRATEGIES, LLCRUS 1000 ETF1.1K shtrimmed | $460.7K |
| Baring Financial LLCRUS 1000 ETF1.1K shheld | $450.3K |
| Venture Visionary Partners LLCRUS 1000 ETF1.1K shtrimmed | $442.8K |
| Lee, Kelleher & Klein Wealth ManagementRUS 1000 ETF997 shheld | $414.9K |
| AVITY INVESTMENT MANAGEMENT INC.RUS 1000 ETF979 shheld | $407.4K |
| Atlas Brown,Inc.ETF900 shheld | $374.5K |
| LAWOOD & COExchange Traded Fund856 shtrimmed | $356.2K |
| Iowa State BankCom800 shheld | $332.9K |
| Everhart Financial Group, Inc.RUS 1000 ETF744 shtrimmed | $309.6K |
| CapWealth Advisors, LLCETF713 shadded | $296.7K |
| TITLEIST ASSET MANAGEMENT, LLCRUS 1000 ETF689 shadded | $286.6K |
| RFG - Bristol Wealth Advisors, LLCRUS 1000 ETF656 shtrimmed | $273K |
| Shira Ridge Wealth ManagementRUS 1000 ETF576 shheld | $239.7K |
| Galvin, Gaustad & Stein, LLCRUS 1000 ETF572 shheld | $238K |
| Dorato Capital ManagementRUS 1000 ETF545 shtrimmed | $231.2K |
| RVW Wealth, LLCRUS 1000 ETF555 shheld | $230.8K |
| Balefire, LLCRUS 1000 ETF534 shtrimmed | $222.1K |
| CoreCap Advisors, LLCETF520 shadded | $216.4K |
| TOMPKINS FINANCIAL CORPRUS 1000 ETF427 shadded | $177.7K |
| ARMSTRONG ADVISORY GROUP, INCRUS 1000 ETF403 shheld | $167.7K |
| Horizons Wealth ManagementETF170 shheld | $70.7K |
| Investors Research CorpRUS 1000 ETF154 shtrimmed | $64.1K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHRUS 1000 ETF91 sh— | $37.9K |
| STEPH & CORUS 1000 ETF30 shheld | $12.5K |
| ELEVATION WEALTH PARTNERS, LLCRUS 1000 ETF23 shtrimmed | $9.6K |
| Davis Capital ManagementETF21 shheld | $8.7K |
| GK Wealth Management LLCRUS 1000 ETF10 shtrimmed | $4.2K |
| Rosenberg Matthew HamiltonETF6 shtrimmed | $2.5K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on IWB
Follow iShares Russell 1000 ETF (IWB) by email
New trades in iShares Russell 1000 ETF (IWB) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.