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 2,637 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 $96.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
14,352
shares
|
$6.76 Million
0.46% of portfolio
|
Q4 2025
Added 8.33%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
14,312
shares
|
$6.74 Million
0.94% of portfolio
|
Q3 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
14,234
shares
|
$6.7 Million
0.32% of portfolio
|
Q4 2023
Reduced 14.63%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Nov 07, 2025 Q3 2025 |
14,200
shares
|
$6.69 Million
1.14% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
14,095
shares
|
$6.64 Million
0.77% of portfolio
|
Q4 2022
Added 14.8%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
14,092
shares
|
$6.64 Million
0.1% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
14,033
shares
|
$6.61 Million
0.01% of portfolio
|
Q4 2022
Added 27.46%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
14,002
shares
|
$6.59 Million
3.87% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
14,000
shares
|
$6.59 Million
4.18% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
13,950
shares
|
$6.57 Million
0.34% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
13,889
shares
|
$6.54 Million
0.44% of portfolio
|
Q2 2023
Reduced 0.71%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
13,886
shares
|
$6.54 Million
1.5% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
13,792
shares
|
$6.5 Million
0.69% of portfolio
|
Q4 2022
Added 11.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
13,706
shares
|
$6.45 Million
0.19% of portfolio
|
Q3 2025
Reduced 11.39%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
13,684
shares
|
$6.44 Million
0.24% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
13,667
shares
|
$6.44 Million
5.56% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
13,663
shares
|
$6.43 Million
1.51% of portfolio
|
Q3 2025
Added 308.58%
|
|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
13,636
shares
|
$6.42 Million
1.45% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
13,617
shares
|
$6.41 Million
0.05% of portfolio
|
Q3 2025
Reduced 48.72%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
13,582
shares
|
$6.4 Million
1.33% of portfolio
|
Q2 2022
Added 8.56%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
13,348
shares
|
$6.29 Million
4.27% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
13,286
shares
|
$6.26 Million
1.67% of portfolio
|
Q3 2022
Reduced 5.01%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
13,284
shares
|
$6.26 Million
0.47% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
13,246
shares
|
$6.24 Million
0.08% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
13,193
shares
|
$6.21 Million
0.4% of portfolio
|
Q3 2025
Added 7.2%
|
|