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 2,629 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 $96.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Nov 06, 2025 Q3 2025 |
151,373
shares
|
$71.3 Million
9.76% of portfolio
|
Q3 2025
Added 182.61%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
151,058
shares
|
$71.1 Million
1.0% of portfolio
|
Q3 2025
Added 22.46%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
150,292
shares
|
$70.8 Million
3.07% of portfolio
|
Q3 2023
Reduced 6.48%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
146,326
shares
|
$68.9 Million
21.21% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
146,073
shares
|
$68.8 Million
7.73% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
145,765
shares
|
$68.6 Million
10.46% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
145,455
shares
|
$68.5 Million
3.72% of portfolio
|
Q3 2025
Reduced 22.91%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
141,547
shares
|
$66.7 Million
16.23% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
140,330
shares
|
$66.1 Million
0.56% of portfolio
|
Q3 2023
Reduced 0.11%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
139,941
shares
|
$65.9 Million
1.62% of portfolio
|
Q3 2025
Reduced 21.5%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
139,151
shares
|
$65.5 Million
10.24% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
134,171
shares
|
$63.2 Million
0.04% of portfolio
|
Q3 2025
Added 242.1%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
130,501
shares
|
$61.5 Million
1.24% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
130,393
shares
|
$61.4 Million
6.32% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
130,108
shares
|
$61.3 Million
0.71% of portfolio
|
Q3 2025
Reduced 8.12%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
129,196
shares
|
$60.8 Million
1.48% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
127,354
shares
|
$60 Million
6.74% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
126,798
shares
|
$59.7 Million
1.98% of portfolio
|
Q3 2025
Added 130.14%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
126,648
shares
|
$59.6 Million
1.8% of portfolio
|
Q3 2025
Reduced 19.56%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
125,604
shares
|
$59.2 Million
7.71% of portfolio
|
Q2 2022
Reduced 0.83%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
125,226
shares
|
$59 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
124,186
shares
|
$58.5 Million
10.88% of portfolio
|
Q4 2023
Reduced 18.64%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
123,923
shares
|
$58.4 Million
2.31% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
123,286
shares
|
$58.1 Million
0.32% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
123,066
shares
|
$58 Million
2.44% of portfolio
|
Q3 2022
Added 95.41%
|
|