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 |
|---|---|---|---|---|---|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
32,695
shares
|
$13.3 Million
7.66% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
32,482
shares
|
$13.2 Million
0.59% of portfolio
|
Q3 2022
Reduced 3.64%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
32,402
shares
|
$13.2 Million
6.29% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
32,171
shares
|
$13.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
31,733
shares
|
$12.9 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
31,665
shares
|
$12.9 Million
2.53% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
31,660
shares
|
$12.9 Million
5.22% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
31,640
shares
|
$12.9 Million
7.0% of portfolio
|
Q4 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
31,346
shares
|
$12.8 Million
5.13% of portfolio
|
Q3 2024
Reduced 10.91%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
31,340
shares
|
$12.8 Million
0.2% of portfolio
|
Q4 2024
Reduced 29.8%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
31,177
shares
|
$12.7 Million
0.24% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
31,070
shares
|
$12.7 Million
1.14% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
30,968
shares
|
$12.6 Million
0.71% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
30,106
shares
|
$12.3 Million
0.1% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
30,093
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
30,070
shares
|
$12.3 Million
5.7% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
30,035
shares
|
$12.2 Million
2.92% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
29,426
shares
|
$12 Million
0.95% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
29,165
shares
|
$11.9 Million
2.38% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
29,044
shares
|
$11.8 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
28,851
shares
|
$11.8 Million
3.94% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
28,766
shares
|
$11.7 Million
0.14% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
28,499
shares
|
$11.6 Million
0.21% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
28,475
shares
|
$11.6 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
|
$11.5 Million
11.57% of portfolio
|
Q4 2024
Reduced 0.26%
|