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 2,224 institutions that hold shares in the stock, with a total of 200 Million shares, which have been reported (via 13F filing form) to have a value of $80.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
207,116
shares
|
$82.5 Million
8.45% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
205,416
shares
|
$81.8 Million
17.45% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
203,112
shares
|
$80.9 Million
7.77% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
202,236
shares
|
$80.5 Million
0.51% of portfolio
|
Q3 2024
Reduced 9.05%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
201,541
shares
|
$80.2 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
199,307
shares
|
$79.4 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
199,184
shares
|
$79.3 Million
1.51% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
193,979
shares
|
$77.2 Million
2.14% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
191,450
shares
|
$76.2 Million
4.78% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
190,602
shares
|
$75.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 85.27%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
178,856
shares
|
$71.2 Million
1.36% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
170,973
shares
|
$68.1 Million
6.09% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
169,843
shares
|
$67.6 Million
0.37% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Stephens Group Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
167,800
shares
|
$66.8 Million
5.27% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
167,077
shares
|
$66.5 Million
8.81% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Nov 13, 2024 Q3 2024 |
162,206
shares
|
$64.6 Million
0.16% of portfolio
|
Q3 2024
Reduced 45.53%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
155,404
shares
|
$61.9 Million
3.94% of portfolio
|
Q4 2023
Added 0.82%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
155,251
shares
|
$61.8 Million
23.33% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
153,606
shares
|
$61.2 Million
1.08% of portfolio
|
Q3 2024
Reduced 11.26%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
153,019
shares
|
$60.9 Million
17.02% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
151,266
shares
|
$60.2 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
151,054
shares
|
$60.1 Million
7.03% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
150,292
shares
|
$59.8 Million
3.07% of portfolio
|
Q3 2023
Reduced 6.48%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
145,765
shares
|
$58 Million
10.46% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
142,216
shares
|
$56.6 Million
1.34% of portfolio
|
Q3 2024
Added 4.3%
|