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 |
|---|---|---|---|---|---|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
13,284
shares
|
$4.79 Million
0.47% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
13,280
shares
|
$4.79 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
13,277
shares
|
$4.79 Million
2.36% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
13,259
shares
|
$4.78 Million
0.47% of portfolio
|
Q4 2024
Added 9.07%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
13,242
shares
|
$4.77 Million
0.18% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
13,234
shares
|
$4.77 Million
0.42% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
13,169
shares
|
$4.75 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
13,150
shares
|
$4.74 Million
0.08% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
13,106
shares
|
$4.73 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
13,067
shares
|
$4.71 Million
0.42% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
13,059
shares
|
$4.71 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
13,032
shares
|
$4.7 Million
1.59% of portfolio
|
Q1 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
13,027
shares
|
$4.7 Million
0.17% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
12,932
shares
|
$4.66 Million
0.23% of portfolio
|
Q3 2022
Added 2.91%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
12,890
shares
|
$4.65 Million
0.0% of portfolio
|
Q4 2024
Added 602.84%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
12,866
shares
|
$4.64 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
12,798
shares
|
$4.61 Million
0.05% of portfolio
|
Q4 2024
Reduced 13.4%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
12,739
shares
|
$4.59 Million
0.14% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jan 17, 2025 Q4 2024 |
12,694
shares
|
$4.58 Million
1.86% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
12,549
shares
|
$4.52 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Widmann Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
12,537
shares
|
$4.52 Million
3.91% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,479
shares
|
$4.5 Million
0.87% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
12,433
shares
|
$4.48 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
12,432
shares
|
$4.48 Million
4.86% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
12,414
shares
|
$4.48 Million
0.09% of portfolio
|
Q4 2024
Added 70.24%
|