IWB
iShares Russell 1000 ETF
1W: -0.6%
1M: +3.9%
3M: +7.1%
YTD: +8.2%
1Y: +25.3%
3Y: +86.1%
5Y: +83.6%
$406.63
+1.68 (+0.41%)
Weekly Expected Move ±1.5%
$390
$396
$402
$409
$415
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IWB
1,576
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
32B
Total Invested
82
New Positions
398
Increased
677
Reduced
185
Closed
1.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1672 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 10,453,379 | 4.3B | -1,124,576 | -9.7% | 13Q | SEC ↗ |
| 2 | FMR LLC | 10,059,810 | 4.1B | +215,618 | +2.2% | 13Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 5,155,585 | 2.1B | +240,695 | +4.9% | 13Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 4,343,242 | 1.8B | -224,704 | -4.9% | 13Q | SEC ↗ |
| 5 | M&T Bank Corp | 2,799,423 | 1.1B | -46,309 | -1.6% | 13Q | SEC ↗ |
| 6 | NORTHERN TRUST CORP | 2,658,525 | 1.1B | -33,241 | -1.2% | 13Q | SEC ↗ |
| 7 | LPL Financial LLC | 2,536,712 | 1.0B | +85,699 | +3.5% | 13Q | SEC ↗ |
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 2,329,545 | $947M | +32,054 | +1.4% | 13Q | SEC ↗ |
| 9 | MORGAN STANLEY | 2,089,875 | $850M | -907,914 | -30.3% | 12Q | SEC ↗ |
| 10 | Focus Partners Wealth | 1,932,956 | $786M | -22,249 | -1.1% | 10Q | SEC ↗ |
| 11 | Millburn Ridgefield LLC /DE | 1,641,733 | $668M | +179,128 | +12.2% | 13Q | SEC ↗ |
| 12 | Catalyst Capital Advisors LLC | 1,641,733 | $668M | +179,128 | +12.2% | 13Q | SEC ↗ |
| 13 | BlackRock, Inc. | 1,638,420 | $666M | -578,721 | -26.1% | 7Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 1,611,305 | $655M | +12,806 | +0.8% | 12Q | SEC ↗ |
| 15 | JOHNSON INVESTMENT COUNSEL INC | 1,419,562 | $577M | +16,281 | +1.2% | 13Q | SEC ↗ |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,380,105 | $561M | -683,844 | -33.1% | 13Q | SEC ↗ |
| 17 | BOKF, NA | 1,287,018 | $523M | -10,131 | -0.8% | 13Q | SEC ↗ |
| 18 | CAPTRUST FINANCIAL ADVISORS | 1,279,821 | $520M | +114,867 | +9.9% | 13Q | SEC ↗ |
| 19 | JPMORGAN CHASE & CO | 1,266,451 | $515M | -76,444 | -5.7% | 13Q | SEC ↗ |
| 20 | GOLDMAN SACHS GROUP INC | 1,168,747 | $475M | -1,598,979 | -57.8% | 13Q | SEC ↗ |
| 21 | UBS Group AG | 1,138,383 | $463M | +228,752 | +25.1% | 13Q | SEC ↗ |
| 22 | Pathstone Holdings, LLC | 1,112,041 | $452M | +2,524 | +0.2% | 10Q | SEC ↗ |
| 23 | US BANCORP \DE | 892,182 | $363M | +116,249 | +15.0% | 13Q | SEC ↗ |
| 24 | FIFTH THIRD BANCORP | 849,980 | $346M | +504,045 | +145.7% | 13Q | SEC ↗ |
| 25 | Cerity Partners LLC | 800,125 | $325M | +55,090 | +7.4% | 13Q | SEC ↗ |
| 26 | MERCER GLOBAL ADVISORS INC /ADV | 792,517 | $322M | +2,941 | +0.4% | 12Q | SEC ↗ |
| 27 | National Mutual Insurance Federation o | 791,000 | $322M | — | +0.0% | 13Q | SEC ↗ |
| 28 | Legacy Wealth Management, LLC | 708,202 | $288M | -2,273 | -0.3% | 13Q | SEC ↗ |
| 29 | Capstone Financial Advisors, Inc. | 646,320 | $263M | -2,713 | -0.4% | 13Q | SEC ↗ |
| 30 | Creative Planning | 642,293 | $261M | -15,045 | -2.3% | 13Q | SEC ↗ |
| 31 | Pinnacle Financial Partners, Inc. | 609,704 | $248M | -572,070 | -48.4% | 2Q | SEC ↗ |
| 32 | RAYMOND JAMES FINANCIAL INC | 592,068 | $241M | -39,321 | -6.2% | 6Q | SEC ↗ |
| 33 | Mariner, LLC | 580,691 | $236M | +33,867 | +6.2% | 13Q | SEC ↗ |
| 34 | ALLSTATE CORP | 552,584 | $225M | -525,586 | -48.7% | 5Q | SEC ↗ |
| 35 | CIBC Private Wealth Group LLC | 552,047 | $224M | +187,983 | +51.6% | 12Q | SEC ↗ |
| 36 | COMERICA BANK | 535,026 | $218M | +420 | +0.1% | 10Q | SEC ↗ |
| 37 | HighTower Advisors, LLC | 524,139 | $213M | +43,792 | +9.1% | 13Q | SEC ↗ |
| 38 | IEQ CAPITAL, LLC | 515,288 | $210M | +27,562 | +5.7% | 13Q | SEC ↗ |
| 39 | AMERIPRISE FINANCIAL INC | 479,707 | $195M | -13,806 | -2.8% | 13Q | SEC ↗ |
| 40 | MILLENNIUM MANAGEMENT LLC NEW | 455,129 | $185M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Empower Advisory Group, LLC | 442,559 | $180M | +135,222 | +44.0% | 13Q | SEC ↗ |
| 42 | TRUIST FINANCIAL CORP | 429,657 | $175M | -24,422 | -5.4% | 13Q | SEC ↗ |
| 43 | RED CEDAR INVESTMENT MANAGEMENT, LLC | 395,325 | $161M | -13,923 | -3.4% | 13Q | SEC ↗ |
| 44 | CIBC Bancorp USA Inc. NEW | 377,746 | $154M | — | +0.0% | 1Q | SEC ↗ |
| 45 | ROYAL BANK OF CANADA | 377,116 | $153M | -158,143 | -29.5% | 13Q | SEC ↗ |
| 46 | Cetera Investment Advisers | 361,081 | $147M | +8,550 | +2.4% | 13Q | SEC ↗ |
| 47 | BANK OF MONTREAL /CAN | 341,619 | $139M | +12,300 | +3.7% | 13Q | SEC ↗ |
| 48 | MPS Loria Financial Planners, LLC | 340,935 | $139M | +7,386 | +2.2% | 13Q | SEC ↗ |
| 49 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 333,625 | $136M | -174,969 | -34.4% | 13Q | SEC ↗ |
| 50 | HSBC HOLDINGS PLC | 325,497 | $132M | -319,215 | -49.5% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 455,129 | $185M |
| CIBC Bancorp USA Inc. | 377,746 | $154M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 272,506 | $111M |
| TIAA Wealth Investment Management L | 250,382 | $102M |
| GLENMEDE TRUST CO NA | 68,084 | $28M |
| SG Americas Securities, LLC | 38,947 | $16M |
| GTS SECURITIES LLC | 31,739 | $13M |
| Independent Advisor Alliance | 30,377 | $12M |
| Utah Retirement Systems | 16,682 | $7M |
| Owl Creek Wealth Partners LLC | 14,781 | $6M |
| Phillip James Consulting Co. | 12,082 | $5M |
| Trust Co of Tennessee | 10,664 | $4M |
| Sentinel Advisory Group, LLC | 10,568 | $4M |
| Vanguard National Trust Co | 8,139 | $3M |
| GK Wealth Management LLC | 7,117 | $3M |
| BigSur Wealth Management LLC | 7,100 | $3M |
| DV Trading LLC | 6,958 | $3M |
| SB Capital Management Inc | 6,027 | $2M |
| KILEY JUERGENS WEALTH MANAGEMENT, L | 5,709 | $2M |
| Legacy Edge Advisors, LLC | 5,092 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kingstone Capital Partners Texas, L | 1,214,071 | $494M |
| ARGENT CAPITAL MANAGEMENT LLC | 199,085 | $81M |
| NewEdge Advisors, LLC | 125,692 | $51M |
| EQUITY INVESTMENT CORP | 71,179 | $29M |
| Robinhood Asset Management, LLC | 62,369 | $25M |
| FLOW TRADERS U.S. LLC | 48,667 | $20M |
| RENAISSANCE TECHNOLOGIES LLC | 38,920 | $16M |
| M3 Wealth Management, LLC | 33,698 | $14M |
| Virtue Capital Management, LLC | 26,923 | $11M |
| Humankind Investments LLC | 25,070 | $10M |
| FIRST TRUST ADVISORS LP | 23,129 | $9M |
| Summit Investment Advisory Services | 18,005 | $7M |
| Laurel Wealth Advisors LLC | 16,979 | $7M |
| SENTINEL PENSION ADVISORS, LLC | 15,837 | $6M |
| ABOUND FINANCIAL, LLC | 14,277 | $6M |
| OLD MISSION CAPITAL LLC | 13,700 | $6M |
| J.W. COLE ADVISORS, INC. | 12,838 | $5M |
| AXXCESS WEALTH MANAGEMENT, LLC | 9,958 | $4M |
| Trustees of Columbia University in | 7,775 | $3M |
| KMG FIDUCIARY PARTNERS, LLC | 7,051 | $3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FIFTH THIRD BANCORP | +504,045 | +145.7% | 849,980 |
| BANK OF AMERICA CORP /DE | +240,695 | +4.9% | 5,155,585 |
| UBS Group AG | +228,752 | +25.1% | 1,138,383 |
| FMR LLC | +215,618 | +2.2% | 10,059,810 |
| CIBC Private Wealth Group LLC | +187,983 | +51.6% | 552,047 |
| Millburn Ridgefield LLC /DE | +179,128 | +12.2% | 1,641,733 |
| Catalyst Capital Advisors LLC | +179,128 | +12.2% | 1,641,733 |
| Empower Advisory Group, LLC | +135,222 | +44.0% | 442,559 |
| US BANCORP \DE | +116,249 | +15.0% | 892,182 |
| CAPTRUST FINANCIAL ADVISORS | +114,867 | +9.9% | 1,279,821 |
| LPL Financial LLC | +85,699 | +3.5% | 2,536,712 |
| Clearstead Advisors, LLC | +70,352 | +89.1% | 149,294 |
| COMMERCE BANK | +66,626 | +33.8% | 263,864 |
| QUADRANT CAPITAL GROUP LLC | +58,998 | +99.9% | 118,070 |
| Cerity Partners LLC | +55,090 | +7.4% | 800,125 |
| SCHRODER INVESTMENT MANAGEMENT GROU | +44,880 | +28.0% | 205,438 |
| HighTower Advisors, LLC | +43,792 | +9.1% | 524,139 |
| BRADLEY FOSTER & SARGENT INC/CT | +39,552 | +100.0% | 79,110 |
| BROWN ADVISORY INC | +36,961 | +22.4% | 201,874 |
| JANE STREET GROUP, LLC | +34,942 | +275.1% | 47,642 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -1,598,979 | -57.8% | 1,168,747 |
| JONES FINANCIAL COMPANIES LLLP | -1,124,576 | -9.7% | 10,453,379 |
| MORGAN STANLEY | -907,914 | -30.3% | 2,089,875 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -683,844 | -33.1% | 1,380,105 |
| TIAA TRUST, NATIONAL ASSOCIATION | -638,491 | -93.3% | 45,847 |
| BlackRock, Inc. | -578,721 | -26.1% | 1,638,420 |
| Pinnacle Financial Partners, Inc. | -572,070 | -48.4% | 609,704 |
| ALLSTATE CORP | -525,586 | -48.7% | 552,584 |
| HALBERT HARGROVE GLOBAL ADVISORS, L | -455,154 | -96.0% | 18,987 |
| HEALTHCARE OF ONTARIO PENSION PLAN | -449,000 | -90.0% | 50,000 |
| HSBC HOLDINGS PLC | -319,215 | -49.5% | 325,497 |
| Winthrop Advisory Group LLC | -246,226 | -49.7% | 249,440 |
| ENVESTNET ASSET MANAGEMENT INC | -224,704 | -4.9% | 4,343,242 |
| Corient Private Wealth LLC | -194,954 | -52.1% | 179,474 |
| TWO SIGMA INVESTMENTS, LP | -186,440 | -72.3% | 71,360 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -174,969 | -34.4% | 333,625 |
| May Hill Capital, LLC | -170,832 | -67.2% | 83,571 |
| Rockefeller Capital Management L.P. | -166,397 | -54.6% | 138,445 |
| OBSIDIAN CIO, LLC | -160,555 | -92.9% | 12,335 |
| CITIGROUP INC | -159,240 | -76.5% | 49,029 |