Institutional Ownership Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF). We have compiled data on the 2,461 institutions that hold shares in the stock, with a total of 210 Million shares, which have been reported (via 13F filing form) to have a value of $77.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
70,295
shares
|
$26 Million
4.54% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Feb 14, 2025 Q4 2024 |
69,729
shares
|
$25.8 Million
0.89% of portfolio
|
Q3 2017
New holding
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
69,719
shares
|
$25.8 Million
6.61% of portfolio
|
Q1 2023
Reduced 3.26%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
68,844
shares
|
$25.5 Million
1.07% of portfolio
|
Q4 2024
Added 14.51%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
68,276
shares
|
$25.3 Million
1.75% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
67,763
shares
|
$25.1 Million
0.99% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
67,317
shares
|
$24.9 Million
2.57% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
67,308
shares
|
$24.9 Million
0.28% of portfolio
|
Q4 2024
Added 48.86%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
66,822
shares
|
$24.7 Million
10.09% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
66,789
shares
|
$24.7 Million
10.1% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
65,986
shares
|
$24.4 Million
1.43% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
65,653
shares
|
$24.3 Million
0.54% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
65,310
shares
|
$24.2 Million
2.35% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
64,614
shares
|
$23.9 Million
13.07% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
64,455
shares
|
$23.8 Million
0.76% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
64,448
shares
|
$23.8 Million
0.57% of portfolio
|
Q2 2020
Added 0.6%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
64,186
shares
|
$23.7 Million
0.26% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
64,099
shares
|
$23.7 Million
0.32% of portfolio
|
Q4 2024
Added 243.27%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
61,014
shares
|
$22.6 Million
12.63% of portfolio
|
Q4 2024
Added 10.58%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
60,660
shares
|
$22.4 Million
2.1% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
60,319
shares
|
$22.3 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
60,238
shares
|
$22.3 Million
0.44% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
59,151
shares
|
$21.9 Million
3.59% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
59,091
shares
|
$21.9 Million
0.17% of portfolio
|
Q4 2024
Added 511.9%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
59,064
shares
|
$21.8 Million
2.33% of portfolio
|
Q4 2024
Reduced 3.14%
|