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 |
|---|---|---|---|---|---|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
7,618
shares
|
$3.1 Million
0.51% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
7,559
shares
|
$3.08 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,547
shares
|
$3.07 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
7,520
shares
|
$3.06 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
7,510
shares
|
$3.06 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
7,490
shares
|
$3.05 Million
2.39% of portfolio
|
Q4 2023
New holding
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,463
shares
|
$3.04 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
7,426
shares
|
$3.03 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
7,426
shares
|
$3.03 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
7,425
shares
|
$3.03 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
7,418
shares
|
$3.02 Million
1.62% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
7,403
shares
|
$3.02 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,400
shares
|
$3.01 Million
0.5% of portfolio
|
Q4 2024
Reduced 32.86%
|
|
|
Client First Capital LLC
|
Jan 14, 2025 Q4 2024 |
7,358
shares
|
$3 Million
1.52% of portfolio
|
Q4 2024
Added 9.9%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
7,343
shares
|
$2.99 Million
0.12% of portfolio
|
Q2 2022
Added 0.87%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
7,328
shares
|
$2.99 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
7,290
shares
|
$2.97 Million
0.37% of portfolio
|
Q4 2024
Reduced 35.45%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Jan 15, 2025 Q4 2024 |
7,285
shares
|
$2.97 Million
0.67% of portfolio
|
Q4 2023
Added 0.19%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
7,270
shares
|
$2.96 Million
0.48% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
7,258
shares
|
$2.96 Million
0.84% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
7,244
shares
|
$2.95 Million
0.53% of portfolio
|
Q4 2023
Reduced 1.92%
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
7,240
shares
|
$2.95 Million
2.42% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
7,204
shares
|
$2.93 Million
0.87% of portfolio
|
Q4 2024
Reduced 71.81%
|
|
|
Suncoast Equity Management
|
Feb 03, 2025 Q4 2024 |
7,201
shares
|
$2.93 Million
0.33% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
7,200
shares
|
$2.93 Million
0.19% of portfolio
|
Q2 2024
Added 28.57%
|