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 2,217 institutions that hold shares in the stock, with a total of 204 Million shares, which have been reported (via 13F filing form) to have a value of $79.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
64,448
shares
|
$25.3 Million
0.57% of portfolio
|
Q2 2020
Added 0.6%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
64,208
shares
|
$25.2 Million
4.17% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
64,093
shares
|
$25.2 Million
1.15% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
63,858
shares
|
$25.1 Million
12.16% of portfolio
|
Q3 2024
Reduced 36.17%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
63,733
shares
|
$25 Million
2.1% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
63,584
shares
|
$25 Million
2.19% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
63,523
shares
|
$24.9 Million
0.73% of portfolio
|
Q3 2024
Reduced 11.94%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
62,662
shares
|
$24.6 Million
0.25% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
62,248
shares
|
$24.4 Million
2.26% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Oct 15, 2024 Q3 2024 |
62,212
shares
|
$24.4 Million
3.85% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 18, 2024 Q3 2024 |
62,054
shares
|
$24.4 Million
9.6% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
61,867
shares
|
$24.3 Million
0.36% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
60,981
shares
|
$24 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
60,976
shares
|
$23.9 Million
2.06% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
60,119
shares
|
$23.6 Million
0.87% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
59,968
shares
|
$23.6 Million
0.31% of portfolio
|
Q3 2024
Reduced 59.76%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
59,112
shares
|
$23.2 Million
1.8% of portfolio
|
Q1 2024
Added 4.36%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
58,777
shares
|
$23.1 Million
4.07% of portfolio
|
Q3 2022
Reduced 0.34%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
58,616
shares
|
$23 Million
0.22% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
57,316
shares
|
$22.5 Million
2.07% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
57,201
shares
|
$22.5 Million
1.13% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
57,145
shares
|
$22.4 Million
0.37% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
56,640
shares
|
$22.2 Million
0.34% of portfolio
|
Q3 2024
Added 587.13%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
56,391
shares
|
$22.1 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
56,124
shares
|
$22 Million
17.72% of portfolio
|
Q3 2024
Added 0.46%
|