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 |
|---|---|---|---|---|---|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
4,371
shares
|
$1.78 Million
0.86% of portfolio
|
Q1 2024
Reduced 3.51%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
4,365
shares
|
$1.78 Million
0.79% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
4,349
shares
|
$1.77 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Stewart Asset Management, LLC
|
Feb 08, 2023 Q4 2022 |
4,322
shares
|
$1.76 Million
0.71% of portfolio
|
Q4 2022
New holding
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
4,297
shares
|
$1.75 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
4,296
shares
|
$1.75 Million
0.36% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
4,270
shares
|
$1.74 Million
0.26% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,266
shares
|
$1.74 Million
0.24% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
4,258
shares
|
$1.73 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,232
shares
|
$1.72 Million
0.55% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
4,215
shares
|
$1.72 Million
0.02% of portfolio
|
Q2 2024
Added 4.98%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
4,213
shares
|
$1.72 Million
1.44% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
4,197
shares
|
$1.71 Million
0.24% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,195
shares
|
$1.71 Million
0.03% of portfolio
|
Q3 2022
Added 0.91%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
4,185
shares
|
$1.71 Million
0.36% of portfolio
|
Q3 2023
Reduced 7.08%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
4,184
shares
|
$1.7 Million
0.57% of portfolio
|
Q1 2023
Reduced 0.05%
|
|
|
Orser Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,178
shares
|
$1.7 Million
1.24% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
4,177
shares
|
$1.7 Million
1.13% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
4,175
shares
|
$1.7 Million
0.15% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
4,168
shares
|
$1.7 Million
0.1% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
4,166
shares
|
$1.7 Million
0.08% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
4,166
shares
|
$1.7 Million
1.42% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
4,144
shares
|
$1.69 Million
0.89% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
4,135
shares
|
$1.68 Million
0.73% of portfolio
|
Q1 2024
Reduced 12.19%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
4,105
shares
|
$1.67 Million
0.41% of portfolio
|
Q4 2024
Reduced 5.7%
|