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iShares Russell 1000 ETF - IWB

iShares Russell 1000 ETF - IWB

Profile

Data Providers

Quote

  • nav ($)
    161.42
  • nav change
    1.54 / 1.0%
(As of Tuesday June 25, 2019)

Overview

  • distribution channel

    Institutional

  • ticker

    IWB

  • category

    Large-Cap Core Funds

  • management type

    Index

  • total assets

    $19.06B

Read description

Fund Scorecard

assets
$19B
Great
flows
$356M
Great
fees
0.15%
Lowest
turnover
4%
Lowest
performance
8.88%
Average
manager tenure
7.0
Average

Advisors Using This Fund

Holders

ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary

holder

Parametric Portfolio Associates Llc

Raymond James & Associates
Mariner Wealth Advisors, Llc
Sequoia Financial Advisors, Llc
Paracle Advisors, Llc

Smithfield Trust Co

1st Global Advisors, Inc.

Scotia Capital Inc.

Wunderlich Securities, Inc.
Financial Management Professionals, Inc.
Bradley Foster & Sargent Inc/ct
Boys Arnold & Co Inc
Braver Wealth Management, Llc

Ameriprise Financial Inc

Covington Capital Management

Parthenon Llc
Commonwealth Equity Services, Inc
Oppenheimer & Co Inc
Cls Investments, Llc

Highland Private Wealth Management

Fiduciary Counselling Inc
Palladium Partners Llc
First Foundation Advisors
Johnson Investment Counsel Inc
Kanawha Capital Management Llc
Hefren-Tillotson, Inc.
Starfire Investment Advisers, Inc.
Pure Financial Advisors, Inc.
Oakmont Partners Llc

Whittier Trust Co Of Nevada Inc

Mycio Wealth Partners, Llc
Charles Schwab Investment Advisory, Inc.
Manchester Capital Management Llc
Goldstein Munger & Associates

Lgl Partners, Llc

Diversified Portfolios, Inc.

Royal Bank Of Canada

Sigma Investment Management Co

Freestone Capital Holdings, Llc

Madden Advisory Services, Inc.
Warren Averett Asset Management, Llc
Jmg Financial Group, Ltd.
Paragon Capital Management Llc

Enterprise Financial Services Corp

Jefferies Group Llc

Stifel Financial Corp
Balasa Dinverno & Foltz Llc
Fort Point Capital Partners, Llc
Crestwood Advisors Llc
Eaton Vance Management
Veritable, L.p.
Baker Ellis Asset Management Llc
Brown Advisory Inc
Round Table Services, Llc
Citadel Advisors Llc

Community Trust & Investment Co

University Of Chicago

Ogorek Anthony Joseph /ny/ /adv
Blair William & Co/il
Sanctuary Wealth Advisors, Llc
Fcg Advisors, Llc

Brightworth

Peoples Bank National Association

White Mountains Advisors Llc

Whittier Trust Co

Ancora Advisors, Llc

Private Bank & Trust Co

Strid Group, Llc

First Heartland Consultants, Inc.
Sei Investments Co
Ifc Holdings Incorporated/fl
Schroder Investment Management Group
Weatherly Asset Management L. P.

Cornerstone Advisory, Llp

Windsor Capital Management, Llc
Stephens Inc /ar/
Sii Investments Inc/wi
Td Capital Management Llc

Ausdal Financial Partners, Inc.

Cortland Associates Inc/mo
Tortoise Investment Management, Llc
Huntington Steele Llc
Caprock Group, Inc.
Quadrant Capital Group Llc
Cwm, Llc
United Capital Financial Advisers, Llc
Fmr Llc
Cordasco Financial Network

Ibm Retirement Fund

Emerson Investment Management, Llc
Walleye Trading Llc
Wespac Advisors, Llc

Moisand Fitzgerald Tamayo, Llc

Coastline Trust Co

Hochman Cole Investment Advisors, Inc.

Tiemann Investment Advisors, Llc

Regions Financial Corp

National Mutual Insurance Federation Of Agricultural Cooperatives

Klingman & Associates, Llc

Lattice Strategies Llc

Washington Trust Co

Johnson Financial Group, Inc.

Blackrock Investment Management, Llc
First Allied Advisory Services, Inc.
Ghp Investment Advisors, Inc.

High Falls Advisors, Inc

Capital One, National Association
Legacy Wealth Management, Inc

Umb Bank N A/mo

Ken Stern & Associates, Inc.

Segall Bryant & Hamill, Llc

Wms Partners, Llc
Assetmark, Inc
Lpl Financial Llc
Mcnamara Financial Services, Inc.
Evanson Asset Management, Llc

Orrstown Financial Services Inc

Pennsylvania Trust Co

Ballentine Partners, Llc

St. Louis Trust Co

Pacific Financial Group Inc
Aspiriant, Llc

Kalos Management, Inc.

Bnp Paribas Arbitrage, Sa

Evercore Wealth Management, Llc

Comerica Bank

Btc Capital Management, Inc.
Wilbanks Smith & Thomas Asset Management Llc
Blackrock Advisors Llc
Sterling Capital Management Llc
Intersect Capital Llc
Riverbridge Partners Llc
Iberiabank Corp
Syntal Capital Partners, Llc

Montecito Bank & Trust

Barrett Asset Management, Llc

First Manhattan Co

Goldman Sachs Group Inc
Waters Parkerson & Co., Llc
Rinet Co Llc
Azimuth Capital Management Llc
Burt Wealth Advisors
Private Wealth Advisors, Inc.
Reilly Financial Advisors, Llc
Rehmann Capital Advisory Group

Mufg Americas Holdings Corp

Phillips Financial Management, Llc
Private Advisor Group, Llc
Riverpoint Capital Management, Llc

Ubs Group Ag

Bkd Wealth Advisors, Llc
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Winslow, Evans & Crocker, Inc.

Bokf, Na

Bank Of America Corp /de/

Regentatlantic Capital Llc
Ironsides Asset Advisors, Llc
Brinker Capital Inc

Northwestern Mutual Wealth Management Co

Hbk Sorce Advisory Llc
Blackrock Inc.
South Texas Money Management Ltd

Sandy Spring Bank

Neumann Capital Management, Llc

Hilltop Holdings Inc.

Vision Capital Management, Inc.
Metlife Securities, Inc

Bhf Kleinwort Benson Group S.a.

North Star Investment Management Corp.

United Services Automobile Association

Hl Financial Services Llc

Forethought Investment Advisors, Llc

Jones Financial Companies Lllp

Ls Investment Advisors, Llc
Family Firm, Inc.
Badgley Phelps & Bell Inc
Mosaic Financial Partners, Inc.
Colony Group Llc

Bank Of New York Mellon Corp

Howe & Rusling Inc
Woodmont Investment Counsel Llc
Mv Capital Management, Inc.

Tower Research Capital Llc

Citizens Financial Group Inc/ri

Cetera Advisor Networks Llc
Investment Centers Of America Inc
Argi Investment Services, Llc

Commerce Bank

Ferguson Wellman Capital Management, Inc
Sharkey, Howes & Javer

Hsbc Holdings Plc

Atria Investments Llc

Ubs Global Asset Management Americas Inc

Sage Financial Group Inc

National Penn Investors Trust Co /pa

Country Club Trust Company, N.a.

Cambridge Investment Research Advisors, Inc.
First Republic Investment Management, Inc.
Hightower Advisors, Llc
Aureus Asset Management, Llc
M Holdings Securities, Inc.
Axa
Denver Investment Advisors Llc
Lvw Advisors, Llc
Lenox Wealth Management, Inc.

Fifth Third Bancorp

Sawtooth Asset Management, Inc.

Psagot Investment House Ltd.

Choate Investment Advisors

Tiaa Cref Trust Co Fsb/mo

Raymond James Financial Services Advisors, Inc.
Iconiq Capital, Llc
Conning Inc.

Retirement Planning Group

Citigroup Inc
Grubman Wealth Management
Frontier Wealth Management Llc

Jacobus Wealth Management, Inc.

Telemus Capital, Llc
Investors Capital Advisory Services
Lynch & Associates/in

First National Trust Co

American International Group Inc

Next Financial Group, Inc
Geneva Advisors, Llc

Bank Hapoalim Bm

Guyasuta Investment Advisors Inc
Winfield Associates, Inc.
Northern Trust Corp

Ladenburg Thalmann Financial Services Inc

Cleary Gull Holdings Inc.

Morgan Stanley
Modera Wealth Management, Llc
Highland Capital Management, Llc
Plante Moran Financial Advisors, Llc
Smith, Moore & Co.
Blume Capital Management, Inc.
Bingham Osborn & Scarborough Llc
West Coast Financial Llc

Sg Americas Securities, Llc

Lenox Wealth Advisors, Inc.
Capital Advisors, Ltd. Llc

Mandatum Life Insurance Co Ltd

Ameritas Investment Partners, Inc.
Annex Advisory Services, Llc
Glassman Wealth Services

Bessemer Group Inc

Deroy & Devereaux Private Investment Counsel Inc
Nuveen Asset Management, Llc

Amg National Trust Bank

Hollencrest Securities Llc

Pnc Financial Services Group, Inc.

Roble, Belko & Company, Inc
Clearbridge Investments, Llc
Halbert, Hargrove/russell Llc
Coldstream Capital Management Inc
Etf Portfolio Partners, Inc.
Brighton Jones Llc
Us Bancorp \de\
Janney Montgomery Scott Llc
Filament Llc
Wealthcare Capital Management Llc

Asset Dedication, Llc

Montag A & Associates Inc
Lodestar Investment Counsel Llc/il
Feltz Wealth Plan Inc.
Geode Capital Management, Llc
Joel Isaacson & Co., Llc

Coconut Grove Bank

Tompkins Financial Corp

Bbva Compass Bancshares, Inc

Boston Advisors Llc
Emery Howard Portfolio Management, Inc.
Ftb Advisors, Inc.
Leavell Investment Management, Inc.

Threshold Group Llc

Gradient Investments Llc

True Private Wealth Advisors

Jfs Wealth Advisors, Llc
Thrivent Financial For Lutherans
Horizon Investment Services, Llc
Lee Danner & Bass Inc
Cornerstone Advisors, Inc.

Huntington National Bank

Keybank National Association/oh

Mirae Asset Global Investments Co., Ltd.

Evensky & Katz Llc
Acropolis Investment Management, Llc

Atlantic Trust Group, Llc

Captrust Financial Advisors

Tokio Marine & Nichido Fire Insurance Co., Ltd

Buckingham Asset Management, Llc
Highlander Capital Management, Llc
Cohen Lawrence B
Aspen Investment Management Inc
Sigma Investment Counselors Inc

Hemenway Trust Co Llc

Cypress Capital Group
Accredited Investors Inc.

Central Trust & Investment Co

New York Life Investment Management Llc

Tower Square Investment Management, Llc

Advisory Services Network, Llc
Sigma Planning Corp
Smith Affiliated Capital Corp.
Pathstone Family Office, Llc

Parkside Financial Bank & Trust

Suntrust Banks Inc

Endurance Wealth Management, Inc.
First Western Capital Management Co

M&t Bank Corp

Mai Capital Management
Cb&t Wealth Management

Bronfman E.l. Rothschild, L.p.

Stratos Wealth Partners, Ltd.

Indiana Trust & Investment Management Co

Norris Perne & French Llp/mi

First Midwest Bank Trust Division

Rhumbline Advisers

People's United Financial, Inc.

National Planning Corp
Integrated Wealth Management

Susquehanna International Group, Llp

Comerica Securities Inc
Arbor Investment Advisors, Llc
Confluence Wealth Management Llc
Destination Wealth Management
Concert Wealth Management Inc.
Glenmede Trust Co Na
Dt Investment Partners, Llc
United Asset Strategies, Inc.
Budros, Ruhlin & Roe, Inc.
Vantage Investment Advisors, Llc
Cranbrook Wealth Management, Llc

Credit Suisse Ag/

Segment Wealth Management, Llc
Fca Corp /tx
Wells Fargo & Company/mn
Cetera Advisors Llc
New England Private Wealth Advisors Llc

Central Bank & Trust Co

Firstmerit Bank N A Trustee

Pitcairn Co

Foster Dykema Cabot & Co Inc/ma
Gillespie Robinson & Grimm Inc
Milestone Group, Inc.

Financial Counselors Inc

Alliance Wealth Management Group

Prudential Financial Inc

Clarius Group, Llc

Chartist Inc /ca/
Gofen & Glossberg Llc /il/

Nicolet Bankshares Inc

Jackson Wealth Management, Llc
Mckinley Carter Wealth Services, Inc.
Baird Financial Group, Inc.
Opus Capital Group, Llc

Capital City Trust Co/fl

Welch & Forbes Llc
M&r Capital Management Inc
Signaturefd, Llc

Consolidated Investment Group Llc

Synovus Financial Corp

Private Ocean, Llc
Bb&t Corp

Ayalon Holdings Ltd.

Ifp Advisors, Inc

Silvercrest Asset Management Group Llc

Cibc World Markets Inc.

Blackrock Fund Advisors
Jaffetilchin Investment Partners, Llc

Old National Bancorp /in/

Kayne Anderson Rudnick Investment Management Llc

Dubuque Bank & Trust Co

Davidson D A & Co

Stock Yards Bank & Trust Co

D. Scott Neal, Inc.
Isthmus Partners, Llc
Boston Financial Mangement Inc /ma
Kistler-Tiffany Companies, Llc
Jpmorgan Chase & Co
Carnegie Capital Asset Management, Llc
Smith Hayes Advisers, Inc

Blackrock Institutional Trust Company, N.a.

Moors & Cabot, Inc.

Finemark National Bank & Trust

Qs Investors, Llc
Scs Capital Management Llc

Farmers & Merchants Investments Inc

Russell Frank Co/
Planning Alternatives Ltd /adv

Barclays Plc

Putnam Fl Investment Management Co
Davenport & Co Llc
Argentus Capital Management, Llc
Garde Capital, Inc.
Creative Planning
Wade G W & Inc
Dowling & Yahnke Llc
Mccutchen Group Llc

Integrated Investment Consultants, Llc

Envestnet Asset Management Inc
Bartlett & Co. Llc
    Filing period ending Dec. 31, 2015

    Assets

    Net Assets

    Total Net Assets

    $19.06B

    (Through May 2019)
    There is no Assets data available to display at this time.

    Flows

    Net Flows

    1 Year Net Flows

    $356.29M

    (Through Feb 2017)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

    Fees

    Fee Comparison

    expense ratio

    0.15%

    Lowest
    There is no Fee data available to display at this time.

    Turnover

    turnover

    4%

    Lowest
    There is no Turnover data available to display at this time.

    Performance

    Growth of 10k

    1 Year Return

    8.88%

    There is no Performance data available to display at this time.
    Peer Group consists of 732 Large-Cap Core Funds funds distributed through Institutional channels.

    Risk

    Standard Deviation ¹ 3.36
    Sharpe Ratio ² 0.87
    R-Squared ³ 1.00
    Beta ³ 1.01
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    YTD
    1y
    3y
    5y
    [rank] out of [[total]]
    Large-Cap Core Funds

    [[percentile|ordinalNumber]]

    percentile

    N/A

    There is no Rank in Category data available to display at this time

    Managers

    Current Fund Managers

    • Greg Savage

      01-01-2008 - present
    • Diane Hsiung

      01-01-2008 - present
    • Jennifer Hsui

      01-01-2012 - present
    • Matthew Goff

      01-01-2013 - present