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 |
|---|---|---|---|---|---|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
59,017
shares
|
$21.8 Million
2.01% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
58,898
shares
|
$21.8 Million
4.25% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
58,777
shares
|
$21.7 Million
4.07% of portfolio
|
Q3 2022
Reduced 0.34%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
58,576
shares
|
$21.7 Million
0.31% of portfolio
|
Q4 2024
Added 77.47%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
58,071
shares
|
$21.5 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
57,973
shares
|
$21.4 Million
0.9% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
57,883
shares
|
$21.4 Million
0.26% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
57,303
shares
|
$21.2 Million
4.51% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
57,050
shares
|
$21.1 Million
0.8% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
56,955
shares
|
$21.1 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
56,551
shares
|
$20.9 Million
0.05% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
56,185
shares
|
$20.8 Million
17.74% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
56,181
shares
|
$20.8 Million
0.35% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
55,709
shares
|
$20.6 Million
1.42% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
55,444
shares
|
$20.5 Million
1.07% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
54,039
shares
|
$20 Million
1.34% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
53,944
shares
|
$20 Million
0.52% of portfolio
|
Q4 2024
Added 218.99%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
53,926
shares
|
$19.9 Million
1.35% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
53,710
shares
|
$19.9 Million
1.02% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
52,622
shares
|
$19.5 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Feb 10, 2025 Q4 2024 |
52,606
shares
|
$19.5 Million
7.5% of portfolio
|
Q4 2024
Reduced 28.35%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
52,358
shares
|
$19.4 Million
4.32% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
52,207
shares
|
$19.3 Million
3.33% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
52,140
shares
|
$19.3 Million
2.48% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
51,899
shares
|
$19.2 Million
2.1% of portfolio
|
Q4 2024
Reduced 0.9%
|