Inst. Holders
50 funds
IW
IWB
ISHARES TR
$420.33 ▲ +0.81%
Prev close $416.9721 New Institutional Positions22 Institutional Exits
Snapshot
The big-picture read on IWB right now — valuation, ownership and activity at a glance.
Inst. Value
$27.9B
Inst. Activity
21 buys / 22 sells
SEC Reports
2
Price chart 30d +0.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 11, 2026 ftd
Aug 9, 2026 SEC FTD: IWB — 9,642 shares ($4.0M) failed to deliver
Settlement: 20260911, Price: $414.32, FTD Value: $3,994,873.44, ISHARES TR RUSSELL 1000 ETF
Institutional cluster for IWB (iShares Russell 1000 ETF) shows mixed activity in Q2 2026: 7 buyers added $34.6M while 6
INST-CLUSTER — Impact 2/10
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
2,289,986 shares ($937.7M)
Jun 30, 2026 Inst.
Jun 12, 2026 SEC JPMORGAN CHASE & CO — ADD
1,634,389 shares ($664.1M)
A mixed institutional cluster in IWB (iShares Russell 1000 ETF) for Q3 2024 shows 5 buyers adding $264.1M in net new hol
INST-CLUSTER — Impact 4/10
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
2 SEC filing reports analyzed · 0 bullish, 0 bearish, 1 mixed, 1 neutral · avg impact 3.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 11, 2026
ftd
FTD: IWB — 9,642 shares ($4.0M) failed to deliver
Settlement: 20260911, Price: $414.32, FTD Value: $3,994,873.44, ISHARES TR RUSSELL 1000 ETF
Sep 7, 2026
dark_pool
Dark Pool: IWB — 0.4M shares, 7,996 trades
Week starting 2026-09-07. Total ATS volume: 420,073 shares across 7,996 trades.
Aug 31, 2026
ftd
FTD: IWB — 7,643 shares ($3.2M) failed to deliver
Settlement: 20260831, Price: $421.15, FTD Value: $3,218,849.45, ISHARES TR RUSSELL 1000 ETF
Aug 31, 2026
dark_pool
Dark Pool: IWB — 0.2M shares, 4,718 trades
Week starting 2026-08-31. Total ATS volume: 217,014 shares across 4,718 trades.
Aug 28, 2026
ftd
FTD: IWB — 1,522 shares ($0.6M) failed to deliver
Settlement: 20260828, Price: $422.37, FTD Value: $642,847.14, ISHARES TR RUSSELL 1000 ETF
Institutional ownership
Which big funds own IWB (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $27.9B total value (68,324,805 shares) as of 2026-Q2. Top holders: FMR, JONES, BANK. Net selling activity: 22 institutions trimmed/exited vs 21 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 9,942,793 | $4.1B | 14.6% | — |
| JONES FINANCIAL COMPANIES LLLP | 8,705,412 | $3.5B | 12.5% | — |
| BANK OF AMERICA CORP /DE/ | 4,567,154 | $1.9B | 6.7% | — |
| ENVESTNET ASSET MANAGEMENT INC | 3,908,505 | $1.6B | 5.7% | — |
| M&T BANK CORP | 2,899,576 | $1.2B | 4.3% | DOUBLED +19363.9% |
| NORTHERN TRUST CORP | 2,550,767 | $1.0B | 3.7% | — |
| LPL Financial LLC | 2,543,875 | $1.0B | 3.7% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | 2,313,380 | $947.3M | 3.4% | — |
| BlackRock, Inc. | 2,289,986 | $937.7M | 3.4% | ADD +39.8% |
| MORGAN STANLEY | 2,040,874 | $835.7M | 3.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 1,638,420 | 2,289,986 | +39.8% | $937.7M |
| JPMORGAN CHASE & CO | ADD | 1,266,451 | 1,634,389 | +29.1% | $664.1M |
| Dynasty Wealth Management, LLC | DOUBLED | 1,981 | 838,203 | +42212.1% | $343.2M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 521,919 | 209,766 | -59.8% | $85.9M |
| Boston Partners | DOUBLED | 309 | 165,274 | +53386.7% | $67.7M |
| Wealthspire Advisors, LLC | ADD | 82,761 | 145,102 | +75.3% | $59.4M |
| Lido Advisors, LLC | TRIM | 272,499 | 118,488 | -56.5% | $48.5M |
| MML INVESTORS SERVICES, LLC | TRIM | 169,884 | 100,749 | -40.7% | $41.3M |
| Legal & General Group Plc | ADD | 54,670 | 85,461 | +56.3% | $35.0M |
| Private Advisor Group, LLC | DOUBLED | 37,811 | 80,409 | +112.7% | $32.9M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IWB.
Shares short
1,416,381
Settlement Sep 15, 2026
Change vs prior
+12.3%
Semi-monthly cycle
Days to cover
3.5
At avg daily volume
All IWB filing & press-release reports (2)
- INST-CLUSTER reportAug 9, 2026
- INST-CLUSTER reportJun 12, 2026