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 2,629 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $96.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
64,050
shares
|
$30.2 Million
4.26% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
63,633
shares
|
$30 Million
0.13% of portfolio
|
Q3 2025
Reduced 9.42%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
62,414
shares
|
$29.4 Million
2.19% of portfolio
|
Q3 2025
Added 102.2%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Nov 13, 2025 Q3 2025 |
61,117
shares
|
$28.8 Million
13.84% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
60,120
shares
|
$28.3 Million
0.5% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
59,995
shares
|
$28.3 Million
1.7% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
59,021
shares
|
$27.8 Million
1.92% of portfolio
|
Q3 2025
Reduced 37.71%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
59,017
shares
|
$27.8 Million
2.36% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
58,777
shares
|
$27.7 Million
4.07% of portfolio
|
Q3 2022
Reduced 0.34%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
58,381
shares
|
$27.5 Million
0.42% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
57,833
shares
|
$27.2 Million
5.63% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
57,825
shares
|
$27.2 Million
0.86% of portfolio
|
Q3 2025
Reduced 28.23%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
57,767
shares
|
$27.2 Million
0.07% of portfolio
|
Q3 2025
Added 10.97%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
56,018
shares
|
$26.4 Million
4.74% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
55,719
shares
|
$26.2 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
55,633
shares
|
$26.2 Million
1.84% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
55,289
shares
|
$26 Million
0.2% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
55,100
shares
|
$25.9 Million
12.71% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
54,905
shares
|
$25.9 Million
1.2% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
54,614
shares
|
$25.7 Million
2.4% of portfolio
|
Q3 2025
Added 21.02%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
54,244
shares
|
$25.5 Million
4.02% of portfolio
|
Q3 2025
Added 11.86%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
53,925
shares
|
$25.4 Million
0.24% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
53,695
shares
|
$25.3 Million
1.96% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
52,941
shares
|
$24.9 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 17, 2025 Q3 2025 |
52,807
shares
|
$24.9 Million
13.42% of portfolio
|
Q3 2025
Reduced 0.69%
|
|