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iShares Russell 1000 Index shares owned by Institutional & Family Asset Management

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Institutional & Family Asset Management from 13F filings

Historical chart of Institutional & Family Asset Management investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Institutional & Family Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Institutional & Family Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $177k 614 288.03
2023-12-31 $172k 654 262.26
2023-09-30 $178k 757 234.91
2023-06-30 $185k 757 243.74
2023-03-31 $171k 757 225.23
2022-12-31 $195k 926 210.52
2022-09-30 $183k 926 197.62
2022-06-30 $240k 1.2k 207.61
2022-03-31 $289k 1.2k 250.00
2021-12-31 $306k 1.2k 264.71
2021-09-30 $279k 1.2k 241.35
2021-06-30 $280k 1.2k 241.80
2021-03-31 $278k 1.2k 223.47
2020-12-31 $264k 1.2k 212.22
2020-09-30 $233k 1.2k 187.30
2020-06-30 $444k 2.6k 171.56
2020-03-31 $191k 1.4k 141.27
2019-12-31 $240k 1.3k 178.44
2019-09-30 $220k 1.3k 164.42
2019-06-30 $217k 1.3k 162.91
2019-03-31 $216k 1.4k 157.09
2018-12-31 $262k 1.9k 138.92
2018-09-30 $219k 1.4k 161.62
2018-06-30 $205k 1.4k 151.85
2018-03-31 $198k 1.4k 146.67
2017-09-30 $205k 1.5k 140.12
2017-06-30 $225k 1.7k 135.14
2017-03-31 $219k 1.7k 131.53
2016-12-31 $307k 2.5k 124.64
2016-09-30 $295k 2.5k 120.41
2016-06-30 $284k 2.4k 117.02
2016-03-31 $273k 2.4k 113.14
2015-12-31 $273k 2.4k 113.14

More positions owned by Institutional & Family Asset Management

Ishares Tr Core Msci Eafe (IEFA)
Listed Fd Tr Core Alt Fd (CCOR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr U.s. Real Es Etf (IYR)
Plains All Amern Pipeline L Unit Ltd Partn (PAA)
Apple (AAPL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Institutional & Family Asset Management

Top funds holding iShares Russell 1000 Index

Bank of America Corporation
M^T Bank Corporation
Pnc Financial Services
Goldman Sachs Group
Jpmorgan Chase & Co
Catalyst Capital Advisors
Millburn Ridgefield
Wells Fargo & Company
Johnson Investment Counsel
Pathstone Holdings
Bank Of Oklahoma National Association /
Daido Life Insurance
UBS Group
Captrust Financial Advisors
Mercer Global Advisors

View all funds holding iShares Russell 1000 Index