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 2,591 institutions that hold shares in the stock, with a total of 207 Million shares, which have been reported (via 13F filing form) to have a value of $96.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
30
shares
|
$14,037
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
30
shares
|
$14,037
0.01% of portfolio
|
Q2 2025
Reduced 43.4%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
29
shares
|
$13,569
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
27
shares
|
$12,634
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
27
shares
|
$12,634
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
26
shares
|
$12,166
0.01% of portfolio
|
Q3 2025
Reduced 62.32%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
26
shares
|
$12,166
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
25
shares
|
$11,698
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
25
shares
|
$11,698
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
22
shares
|
$10,294
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
22
shares
|
$10,294
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
22
shares
|
$10,294
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
21
shares
|
$9,826
0.0% of portfolio
|
Q4 2022
Reduced 27.59%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
20
shares
|
$9,358
0.0% of portfolio
|
Q4 2024
Added 53.85%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
15
shares
|
$7,018
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
11
shares
|
$5,147
0.0% of portfolio
|
Q2 2024
Reduced 97.16%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
10
shares
|
$4,679
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
9
shares
|
$4,211
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
8
shares
|
$3,743
0.0% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
6
shares
|
$2,807
0.0% of portfolio
|
Q1 2022
Reduced 53.85%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
6
shares
|
$2,807
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
6
shares
|
$2,807
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
6
shares
|
$2,807
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
5
shares
|
$2,339
0.0% of portfolio
|
Q2 2025
Reduced 97.35%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2025 Q3 2025 |
4
shares
|
$1,871
0.0% of portfolio
|
Q2 2025
New holding
|