IWB Institutional Ownership
iShares Russell 1000 ETF
1W: -0.2%
1M: +0.7%
3M: +2.0%
YTD: +12.3%
1Y: +14.9%
3Y: +84.4%
5Y: +77.5%
$420.21
+3.24 (+0.78%)
Weekly Expected Move ±1.5%
$408
$414
$420
$426
$433
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IWB
1,598
Institutional Holders
+37 vs prior quarter
0.0%
Ownership
+0.00pp
39B
Total Invested
140
New Positions
374
Increased
608
Reduced
39
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1666 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 9,942,793 | 4.2B | -117,017 | -1.2% | 78Q | SEC ↗ |
| 2 | JONES FINANCIAL COMPANIES LLLP | 8,705,412 | 3.7B | -1,747,967 | -16.7% | 26Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 4,567,154 | 1.9B | -588,431 | -11.4% | 15Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 3,908,505 | 1.6B | -434,737 | -10.0% | 79Q | SEC ↗ |
| 5 | M&T Bank Corp | 2,899,576 | 1.2B | +38,378 | +1.3% | 20Q | SEC ↗ |
| 6 | NORTHERN TRUST CORP | 2,550,767 | 1.1B | -107,758 | -4.1% | 99Q | SEC ↗ |
| 7 | LPL Financial LLC | 2,543,875 | 1.1B | +7,163 | +0.3% | 54Q | SEC ↗ |
| 8 | PNC Financial Services Group, Inc. | 2,313,380 | 972M | -16,165 | -0.7% | 15Q | SEC ↗ |
| 9 | BlackRock, Inc. | 2,289,986 | 962M | +651,566 | +39.8% | 8Q | SEC ↗ |
| 10 | MORGAN STANLEY | 2,040,874 | 858M | +11,089 | +0.5% | 60Q | SEC ↗ |
| 11 | Focus Partners Wealth | 1,859,370 | 781M | -73,586 | -3.8% | 11Q | SEC ↗ |
| 12 | Millburn Ridgefield LLC /DE | 1,637,759 | 688M | -3,974 | -0.2% | 39Q | SEC ↗ |
| 13 | Catalyst Capital Advisors LLC | 1,637,759 | 688M | -3,974 | -0.2% | 40Q | SEC ↗ |
| 14 | JPMORGAN CHASE & CO | 1,634,389 | 687M | +367,938 | +29.1% | 89Q | SEC ↗ |
| 15 | WELLS FARGO & COMPANY/MN | 1,577,820 | 663M | -2,104 | -0.1% | 91Q | SEC ↗ |
| 16 | JOHNSON INVESTMENT COUNSEL INC | 1,429,386 | 601M | +9,824 | +0.7% | 15Q | SEC ↗ |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,337,416 | 562M | -42,689 | -3.1% | 75Q | SEC ↗ |
| 18 | BOKF, NA | 1,281,418 | 538M | -5,600 | -0.4% | 20Q | SEC ↗ |
| 19 | CAPTRUST FINANCIAL ADVISORS | 1,270,498 | 534M | -9,323 | -0.7% | 40Q | SEC ↗ |
| 20 | UBS Group AG | 1,138,581 | 478M | +198 | +0.0% | 47Q | SEC ↗ |
| 21 | Pathstone Holdings, LLC | 1,132,924 | 476M | +20,883 | +1.9% | 11Q | SEC ↗ |
| 22 | GOLDMAN SACHS GROUP INC | 1,081,981 | 455M | -86,766 | -7.4% | 15Q | SEC ↗ |
| 23 | US BANCORP \DE | 856,684 | 360M | -35,498 | -4.0% | 94Q | SEC ↗ |
| 24 | Dynasty Wealth Management, LLC | 838,203 | 352M | +836,222 | +42212.1% | 5Q | SEC ↗ |
| 25 | FIFTH THIRD BANCORP | 833,092 | 350M | -16,888 | -2.0% | 26Q | SEC ↗ |
| 26 | Cerity Partners LLC | 815,660 | 343M | +15,535 | +1.9% | 36Q | SEC ↗ |
| 27 | National Mutual Insurance Federation o | 791,000 | 332M | — | +0.0% | 21Q | SEC ↗ |
| 28 | MERCER GLOBAL ADVISORS INC /ADV | 721,484 | 303M | -63,258 | -8.1% | 30Q | SEC ↗ |
| 29 | Legacy Wealth Management, LLC | 702,613 | 295M | -5,589 | -0.8% | 66Q | SEC ↗ |
| 30 | Creative Planning | 651,215 | 274M | +8,922 | +1.4% | 59Q | SEC ↗ |
| 31 | Capstone Financial Advisors, Inc. | 637,495 | 268M | -8,825 | -1.4% | 26Q | SEC ↗ |
| 32 | Pinnacle Financial Partners, Inc. | 625,348 | 263M | +15,644 | +2.6% | 3Q | SEC ↗ |
| 33 | Mariner, LLC | 566,204 | 238M | -14,487 | -2.5% | 49Q | SEC ↗ |
| 34 | RAYMOND JAMES FINANCIAL INC | 565,167 | 237M | -26,901 | -4.5% | 7Q | SEC ↗ |
| 35 | HighTower Advisors, LLC | 524,619 | 220M | +480 | +0.1% | 64Q | SEC ↗ |
| 36 | IEQ CAPITAL, LLC | 492,609 | 207M | -22,679 | -4.4% | 27Q | SEC ↗ |
| 37 | AMERIPRISE FINANCIAL INC | 482,320 | 203M | +2,613 | +0.5% | 16Q | SEC ↗ |
| 38 | OpenArc Corporate Advisory, LLC NEW | 437,245 | 184M | — | +0.0% | 1Q | SEC ↗ |
| 39 | Empower Advisory Group, LLC | 430,492 | 181M | -12,067 | -2.7% | 14Q | SEC ↗ |
| 40 | TRUIST FINANCIAL CORP | 410,929 | 173M | -18,728 | -4.4% | 53Q | SEC ↗ |
| 41 | Cetera Investment Advisers | 381,177 | 160M | +20,096 | +5.6% | 23Q | SEC ↗ |
| 42 | CIBC Bancorp USA Inc. | 380,082 | 160M | +2,336 | +0.6% | 2Q | SEC ↗ |
| 43 | RED CEDAR INVESTMENT MANAGEMENT, LLC | 379,919 | 160M | -15,406 | -3.9% | 25Q | SEC ↗ |
| 44 | ROYAL BANK OF CANADA | 352,340 | 148M | -24,776 | -6.6% | 87Q | SEC ↗ |
| 45 | MPS Loria Financial Planners, LLC | 347,484 | 146M | +6,549 | +1.9% | 32Q | SEC ↗ |
| 46 | BANK OF MONTREAL /CAN | 341,972 | 144M | +353 | +0.1% | 53Q | SEC ↗ |
| 47 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 336,014 | 141M | +2,389 | +0.7% | 30Q | SEC ↗ |
| 48 | HSBC HOLDINGS PLC | 318,478 | 134M | -7,019 | -2.2% | 86Q | SEC ↗ |
| 49 | Waverly Advisors, LLC | 314,703 | 132M | -4,320 | -1.4% | 52Q | SEC ↗ |
| 50 | SAGESPRING WEALTH PARTNERS, LLC | 311,153 | 131M | +308,540 | +11807.9% | 6Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| OpenArc Corporate Advisory, LLC | 437,245 | 184M |
| Norinchukin Bank, The | 155,000 | 65M |
| RENAISSANCE TECHNOLOGIES LLC | 42,640 | 18M |
| FLOW TRADERS U.S. LLC | 29,221 | 12M |
| Centerline Wealth Advisors, LLC | 27,477 | 12M |
| Evanson Financial, LLC | 20,532 | 9M |
| Storen Legacy Partners, LLC | 17,830 | 7M |
| SENTINEL PENSION ADVISORS, LLC | 15,556 | 7M |
| J.W. COLE ADVISORS, INC. | 12,703 | 5M |
| KM Capital Management Ltd. | 8,365 | 4M |
| Squarepoint Ops LLC | 8,324 | 3M |
| TWO SIGMA SECURITIES, LLC | 6,843 | 3M |
| Global Retirement Partners, LLC | 6,668 | 3M |
| ZENITH SOLUTIONS, INC. | 5,998 | 3M |
| AXXCESS WEALTH MANAGEMENT, LLC | 5,510 | 2M |
| COLTON GROOME FINANCIAL ADVISORS, L | 4,410 | 2M |
| Diversify Advisory Services, LLC | 4,148 | 2M |
| McCarthy Asset Management, Inc. | 3,939 | 2M |
| Nuveen, LLC | 3,740 | 2M |
| PRAIRIE ADVISORY, LLC | 3,094 | 1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ALLSTATE CORP | 552,584 | 232M |
| Robinhood Asset Management, LLC | 62,369 | 26M |
| M3 Wealth Management, LLC | 33,698 | 14M |
| Independent Advisor Alliance | 30,377 | 13M |
| Virtue Capital Management, LLC | 26,923 | 11M |
| Humankind Investments LLC | 25,070 | 11M |
| FIRST TRUST ADVISORS LP | 23,129 | 10M |
| RAFFA WEALTH MANAGEMENT, LLC | 22,675 | 10M |
| Sachetta, LLC | 16,705 | 7M |
| EVOKE WEALTH, LLC | 14,391 | 6M |
| ABOUND FINANCIAL, LLC | 14,277 | 6M |
| Ascentis Independent Advisors | 12,600 | 5M |
| Phillip James Consulting Co. | 12,082 | 5M |
| Trustees of Columbia University in | 7,775 | 3M |
| GK Wealth Management LLC | 7,117 | 3M |
| PRUDENTIAL FINANCIAL INC | 6,348 | 3M |
| Fiduciary Wealth Partners, LLC | 5,009 | 2M |
| SILVER OAK SECURITIES, INCORPORATED | 4,148 | 2M |
| SOL Capital Management CO | 3,806 | 2M |
| Acumen Wealth Advisors, LLC | 3,640 | 2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Dynasty Wealth Management, LLC | +836,222 | +42212.1% | 838,203 |
| BlackRock, Inc. | +651,566 | +39.8% | 2,289,986 |
| JPMORGAN CHASE & CO | +367,938 | +29.1% | 1,634,389 |
| SAGESPRING WEALTH PARTNERS, LLC | +308,540 | +11807.9% | 311,153 |
| Boston Partners | +164,965 | +53386.7% | 165,274 |
| AQR CAPITAL MANAGEMENT LLC | +70,522 | +41.9% | 238,849 |
| Wealthspire Advisors, LLC | +62,341 | +75.3% | 145,102 |
| Private Advisor Group, LLC | +42,598 | +112.7% | 80,409 |
| M&T Bank Corp | +38,378 | +1.3% | 2,899,576 |
| UNIQUE WEALTH, LLC | +30,885 | +1977.3% | 32,447 |
| Legal & General Group Plc | +30,791 | +56.3% | 85,461 |
| HRT FINANCIAL LP | +26,170 | +364.0% | 33,360 |
| DT Investment Partners, LLC | +25,097 | +20.3% | 148,918 |
| Financial Management Professionals, | +20,974 | +18.0% | 137,398 |
| Pathstone Holdings, LLC | +20,883 | +1.9% | 1,132,924 |
| Gotham Asset Management, LLC | +20,569 | +16.1% | 148,358 |
| Cetera Investment Advisers | +20,096 | +5.6% | 381,177 |
| Modern Wealth Management, LLC | +18,030 | +240.2% | 25,536 |
| OSAIC HOLDINGS, INC. | +17,842 | +8.6% | 224,503 |
| Tower Research Capital LLC (TRC) | +17,757 | +443925.0% | 17,761 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | -1,747,967 | -16.7% | 8,705,412 |
| BANK OF AMERICA CORP /DE | -588,431 | -11.4% | 4,567,154 |
| ENVESTNET ASSET MANAGEMENT INC | -434,737 | -10.0% | 3,908,505 |
| MILLENNIUM MANAGEMENT LLC | -312,153 | -59.8% | 209,766 |
| Lido Advisors, LLC | -154,011 | -56.5% | 118,488 |
| SCHRODER INVESTMENT MANAGEMENT GROU | -138,706 | -67.5% | 66,732 |
| FMR LLC | -117,017 | -1.2% | 9,942,793 |
| NORTHERN TRUST CORP | -107,758 | -4.1% | 2,550,767 |
| TWO SIGMA INVESTMENTS, LP | -91,440 | -74.9% | 30,680 |
| Equitable Holdings, Inc. | -89,164 | -59.2% | 61,550 |
| GOLDMAN SACHS GROUP INC | -86,766 | -7.4% | 1,081,981 |
| STATE BOARD OF ADMINISTRATION OF FL | -78,664 | -65.9% | 40,791 |
| Focus Partners Wealth | -73,586 | -3.8% | 1,859,370 |
| MML INVESTORS SERVICES, LLC | -69,135 | -40.7% | 100,749 |
| MERCER GLOBAL ADVISORS INC /ADV | -63,258 | -8.1% | 721,484 |
| DAIDO LIFE INSURANCE CO | -54,379 | -55.5% | 43,602 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -42,689 | -3.1% | 1,337,416 |
| Clearstead Advisors, LLC | -36,233 | -24.3% | 113,061 |
| JANE STREET GROUP, LLC | -35,559 | -74.6% | 12,083 |
| US BANCORP \DE | -35,498 | -4.0% | 856,684 |