Skip to main content
Equibles
IWB logo

IWB · iShares Russell 1000 ETF ETF

Alerts for IWB

Use IWB with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$421.50 -1.56 (-0.37%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 11
Total Value: $104,037,568
Total Shares: 254,060

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 11 13F filers · Δ vs Mar 31, 2026
Top Holder
72.8%
Sep 2023 → Jun 2026 · range 9.8% – 72.8%
+62.1 pts
Top 5
97.2%
Sep 2023 → Jun 2026 · range 31.2% – 97.2%
+63.6 pts
Top 10
99.9%
Sep 2023 → Jun 2026 · range 43.3% – 99.9%
+54.5 pts
HHI
5,488
Sep 2023 → Jun 2026 · range 302 – 5,488
Highly concentrated+5,148

Quarterly Activity

vs Mar 31, 2026
New
0
Increased
5
Decreased
4
Sold Out
1,454
Unchanged
2
Holder count: -1,454
Institutional value: -99.7%
Shares held: -99.7%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Corient Private Wealth LLC +5,434 184,908
Range Advisory, LLC +415 4,612
HORAN Wealth, LLC +152 1,002
Parkside Financial Bank & Trust +63 27,259
ANCHOR CAPITAL ADVISORS LLC +4 14,490

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
CITADEL ADVISORS LLC −5,400 15,700
MLG Wealth Management DBA Pine Grove Financial Group −152 1,799
Cornerstone Financial Management LLC −100 2,498
TUCKER ASSET MANAGEMENT LLC −38 613

Top New Positions

vs Mar 31, 2026
No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
JONES FINANCIAL COMPANIES LLLP 10,453,379 $3,727,256,816
FMR LLC 10,059,810 $3,586,925,852
BANK OF AMERICA CORP /DE/ 5,155,585 $1,838,275,385
ENVESTNET ASSET MANAGEMENT INC 4,343,242 $1,548,626,367
M&T Bank Corp 2,799,423 $998,162,260
Filter: New 0 Increased 5 Reduced 4 Sold out 1,454 Unchanged 2
Showing 12 of 12
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC IWB $75,719,826 72.78% 184,908
Parkside Financial Bank & Trust IWB $11,162,560 10.73% 27,259
ANCHOR CAPITAL ADVISORS LLC IWB $5,933,655 5.70% 14,490
CITADEL ADVISORS LLC IWB $5,569,200 5.35% 13,600
Range Advisory, LLC IWB $1,888,614 1.82% 4,612
Cornerstone Financial Management LLC IWB $1,022,931 0.98% 2,498
CITADEL ADVISORS LLC IWB $859,950 0.83% 2,100
MLG Wealth Management DBA Pine Grove Financial Group IWB $736,690 0.71% 1,799
HORAN Wealth, LLC IWB $410,319 0.39% 1,002
Advus Financial Partners, LLC IWB $379,606 0.36% 927
TUCKER ASSET MANAGEMENT LLC IWB $251,023 0.24% 613
BROWN, LISLE/CUMMINGS, INC. IWB $103,194 0.10% 252