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 2,633 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 |
|---|---|---|---|---|---|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
21,930
shares
|
$10.3 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
21,870
shares
|
$10.3 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Oct 21, 2025 Q3 2025 |
21,850
shares
|
$10.3 Million
4.73% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
21,768
shares
|
$10.3 Million
0.23% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
21,737
shares
|
$10.2 Million
0.63% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
21,689
shares
|
$10.2 Million
1.38% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
21,627
shares
|
$10.2 Million
0.22% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
21,537
shares
|
$10.1 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
21,444
shares
|
$10.1 Million
1.24% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
21,358
shares
|
$10.1 Million
0.63% of portfolio
|
Q3 2025
Reduced 28.29%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
21,337
shares
|
$10 Million
0.6% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
21,185
shares
|
$9.98 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
21,073
shares
|
$9.92 Million
0.32% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
20,787
shares
|
$9.79 Million
1.2% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
20,772
shares
|
$9.78 Million
0.32% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
20,729
shares
|
$9.76 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
20,681
shares
|
$9.74 Million
2.88% of portfolio
|
Q3 2025
Added 90.08%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
20,505
shares
|
$9.66 Million
5.39% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
20,431
shares
|
$9.62 Million
0.55% of portfolio
|
Q4 2025
Added 11.46%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
20,332
shares
|
$9.57 Million
0.2% of portfolio
|
Q3 2025
Added 6.8%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
20,271
shares
|
$9.55 Million
0.42% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
20,064
shares
|
$9.45 Million
0.33% of portfolio
|
Q3 2025
Added 7.11%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
20,053
shares
|
$9.44 Million
7.14% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
20,015
shares
|
$9.43 Million
6.1% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
19,994
shares
|
$9.42 Million
0.9% of portfolio
|
Q2 2023
Reduced 0.77%
|
|