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 2,463 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 $79.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
14,509
shares
|
$5.23 Million
0.75% of portfolio
|
Q3 2023
Reduced 19.17%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
14,495
shares
|
$5.23 Million
1.26% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
14,481
shares
|
$5.22 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
14,412
shares
|
$5.2 Million
1.98% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
14,339
shares
|
$5.17 Million
2.51% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Feb 13, 2025 Q4 2024 |
14,300
shares
|
$5.16 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
14,271
shares
|
$5.15 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
14,234
shares
|
$5.13 Million
0.32% of portfolio
|
Q4 2023
Reduced 14.63%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
14,136
shares
|
$5.1 Million
3.72% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
14,095
shares
|
$5.08 Million
0.77% of portfolio
|
Q4 2022
Added 14.8%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
14,089
shares
|
$5.08 Million
1.14% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
14,033
shares
|
$5.06 Million
0.01% of portfolio
|
Q4 2022
Added 27.46%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
14,022
shares
|
$5.06 Million
0.19% of portfolio
|
Q4 2024
Added 102.4%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
13,944
shares
|
$5.03 Million
0.24% of portfolio
|
Q4 2024
Reduced 17.75%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
13,889
shares
|
$5.01 Million
0.44% of portfolio
|
Q2 2023
Reduced 0.71%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
13,822
shares
|
$4.98 Million
1.62% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
13,814
shares
|
$4.98 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
13,793
shares
|
$4.97 Million
1.52% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
13,792
shares
|
$4.97 Million
0.69% of portfolio
|
Q4 2022
Added 11.03%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
13,687
shares
|
$4.93 Million
0.42% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
13,582
shares
|
$4.9 Million
1.33% of portfolio
|
Q2 2022
Added 8.56%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,511
shares
|
$4.87 Million
0.22% of portfolio
|
Q4 2024
Reduced 25.55%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
13,445
shares
|
$4.85 Million
2.62% of portfolio
|
Q4 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
13,377
shares
|
$4.82 Million
3.93% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
13,286
shares
|
$4.79 Million
1.67% of portfolio
|
Q3 2022
Reduced 5.01%
|