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 2,331 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 $83.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
58,576
shares
|
$23.9 Million
0.31% of portfolio
|
Q4 2024
Added 77.47%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
57,303
shares
|
$23.3 Million
4.51% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
57,201
shares
|
$23.3 Million
1.13% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
57,050
shares
|
$23.2 Million
0.8% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
56,955
shares
|
$23.2 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
56,640
shares
|
$23.1 Million
0.34% of portfolio
|
Q3 2024
Added 587.13%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
56,185
shares
|
$22.9 Million
17.74% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
55,527
shares
|
$22.6 Million
0.31% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
55,444
shares
|
$22.6 Million
1.07% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
55,384
shares
|
$22.6 Million
3.49% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
55,376
shares
|
$22.6 Million
0.05% of portfolio
|
Q3 2024
Added 16.83%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
55,107
shares
|
$22.5 Million
13.94% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
54,240
shares
|
$22.1 Million
1.3% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
53,926
shares
|
$22 Million
1.35% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
53,710
shares
|
$21.9 Million
1.02% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
52,622
shares
|
$21.4 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
52,358
shares
|
$21.3 Million
4.32% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
52,207
shares
|
$21.3 Million
3.33% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
52,140
shares
|
$21.2 Million
2.48% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
51,899
shares
|
$21.1 Million
2.1% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
51,496
shares
|
$21 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
50,883
shares
|
$20.7 Million
12.39% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
50,123
shares
|
$20.4 Million
2.21% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
49,696
shares
|
$20.2 Million
0.54% of portfolio
|
Q3 2024
Added 56.95%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
49,620
shares
|
$20.2 Million
1.01% of portfolio
|
Q3 2024
Added 2.0%
|