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 2,319 institutions that hold shares in the stock, with a total of 201 Million shares, which have been reported (via 13F filing form) to have a value of $82.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
13,889
shares
|
$5.66 Million
0.44% of portfolio
|
Q2 2023
Reduced 0.71%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
13,873
shares
|
$5.65 Million
0.01% of portfolio
|
Q3 2024
Added 362.9%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
13,822
shares
|
$5.63 Million
1.62% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
13,814
shares
|
$5.63 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
13,793
shares
|
$5.62 Million
1.52% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
13,792
shares
|
$5.62 Million
0.69% of portfolio
|
Q4 2022
Added 11.03%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
13,582
shares
|
$5.53 Million
1.33% of portfolio
|
Q2 2022
Added 8.56%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
13,394
shares
|
$5.46 Million
0.18% of portfolio
|
Q3 2024
Reduced 63.09%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
13,377
shares
|
$5.45 Million
3.93% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
13,286
shares
|
$5.41 Million
1.67% of portfolio
|
Q3 2022
Reduced 5.01%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
13,284
shares
|
$5.41 Million
0.47% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
13,280
shares
|
$5.41 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
13,277
shares
|
$5.41 Million
2.36% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
13,259
shares
|
$5.4 Million
0.47% of portfolio
|
Q4 2024
Added 9.07%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
13,242
shares
|
$5.39 Million
0.18% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
13,234
shares
|
$5.39 Million
0.42% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
13,169
shares
|
$5.37 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
13,150
shares
|
$5.36 Million
0.08% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
13,106
shares
|
$5.34 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
13,067
shares
|
$5.32 Million
0.42% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
13,059
shares
|
$5.32 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
13,032
shares
|
$5.31 Million
1.59% of portfolio
|
Q1 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
13,027
shares
|
$5.31 Million
0.17% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
12,997
shares
|
$5.3 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
12,932
shares
|
$5.27 Million
0.23% of portfolio
|
Q3 2022
Added 2.91%
|