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 |
|---|---|---|---|---|---|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
15,320
shares
|
$6.24 Million
1.18% of portfolio
|
Q3 2024
Reduced 10.38%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
15,259
shares
|
$6.22 Million
0.72% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
15,228
shares
|
$6.2 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
15,001
shares
|
$6.11 Million
1.46% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
14,957
shares
|
$6.09 Million
0.9% of portfolio
|
Q4 2024
Reduced 46.28%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
14,955
shares
|
$6.09 Million
0.07% of portfolio
|
Q3 2024
Added 14.87%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
14,950
shares
|
$6.09 Million
2.19% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
14,901
shares
|
$6.07 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
14,896
shares
|
$6.07 Million
1.9% of portfolio
|
Q4 2024
Added 38.59%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
14,892
shares
|
$6.07 Million
0.11% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
14,778
shares
|
$6.02 Million
0.05% of portfolio
|
Q3 2024
Reduced 41.02%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
14,509
shares
|
$5.91 Million
0.75% of portfolio
|
Q3 2023
Reduced 19.17%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
14,495
shares
|
$5.91 Million
1.26% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
14,481
shares
|
$5.9 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
14,339
shares
|
$5.84 Million
2.51% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
14,302
shares
|
$5.83 Million
0.22% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
14,271
shares
|
$5.81 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
14,234
shares
|
$5.8 Million
0.32% of portfolio
|
Q4 2023
Reduced 14.63%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
14,171
shares
|
$5.77 Million
3.61% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
14,095
shares
|
$5.74 Million
0.77% of portfolio
|
Q4 2022
Added 14.8%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
14,089
shares
|
$5.74 Million
1.14% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
14,033
shares
|
$5.72 Million
0.01% of portfolio
|
Q4 2022
Added 27.46%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
14,022
shares
|
$5.71 Million
0.19% of portfolio
|
Q4 2024
Added 102.4%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
13,944
shares
|
$5.68 Million
0.24% of portfolio
|
Q4 2024
Reduced 17.75%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
13,924
shares
|
$5.67 Million
1.86% of portfolio
|
Q3 2024
Added 2.1%
|