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 2,462 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 $77.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
30,035
shares
|
$11.1 Million
2.92% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
29,426
shares
|
$10.9 Million
0.95% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
29,165
shares
|
$10.8 Million
2.38% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
28,884
shares
|
$10.7 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
28,851
shares
|
$10.7 Million
3.94% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
28,499
shares
|
$10.5 Million
0.21% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
28,475
shares
|
$10.5 Million
2.71% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
28,264
shares
|
$10.5 Million
11.57% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
27,729
shares
|
$10.3 Million
3.86% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
27,721
shares
|
$10.3 Million
2.07% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
27,714
shares
|
$10.3 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
27,709
shares
|
$10.2 Million
2.54% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
27,583
shares
|
$10.2 Million
3.84% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Feb 13, 2025 Q4 2024 |
27,357
shares
|
$10.1 Million
1.45% of portfolio
|
Q4 2024
Added 26.3%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
27,351
shares
|
$10.1 Million
0.37% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
27,341
shares
|
$10.1 Million
7.02% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
27,313
shares
|
$10.1 Million
0.21% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
27,209
shares
|
$10.1 Million
1.64% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
27,041
shares
|
$10 Million
0.15% of portfolio
|
Q4 2024
Reduced 28.8%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
27,018
shares
|
$9.99 Million
2.52% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
26,922
shares
|
$9.96 Million
4.12% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
26,705
shares
|
$9.88 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
26,606
shares
|
$9.84 Million
2.21% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
26,574
shares
|
$9.83 Million
0.58% of portfolio
|
Q4 2024
Reduced 91.01%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
26,562
shares
|
$9.83 Million
0.73% of portfolio
|
Q4 2024
New holding
|