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 $81.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
27,648
shares
|
$11 Million
1.66% of portfolio
|
Q4 2023
Reduced 2.71%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
27,588
shares
|
$11 Million
0.6% of portfolio
|
Q3 2024
Added 28.49%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
27,578
shares
|
$11 Million
3.98% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Vantagepoint Investment Advisers LLC
|
Oct 17, 2024 Q3 2024 |
27,415
shares
|
$10.9 Million
1.32% of portfolio
|
Q3 2024
Reduced 30.27%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
27,318
shares
|
$10.9 Million
7.29% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
27,303
shares
|
$10.9 Million
2.44% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
27,221
shares
|
$10.8 Million
2.37% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
27,098
shares
|
$10.8 Million
0.13% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
26,861
shares
|
$10.7 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
26,826
shares
|
$10.7 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
26,825
shares
|
$10.7 Million
0.34% of portfolio
|
Q2 2024
Reduced 4.73%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
26,801
shares
|
$10.7 Million
2.07% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
26,789
shares
|
$10.7 Million
6.11% of portfolio
|
Q3 2024
Added 13.24%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
26,730
shares
|
$10.6 Million
0.2% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
26,406
shares
|
$10.5 Million
2.83% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
26,259
shares
|
$10.5 Million
1.77% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
26,246
shares
|
$10.5 Million
0.24% of portfolio
|
Q3 2024
Reduced 34.26%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
26,077
shares
|
$10.4 Million
0.68% of portfolio
|
Q3 2024
Reduced 22.71%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
25,818
shares
|
$10.3 Million
0.83% of portfolio
|
Q3 2024
Added 33.13%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
25,702
shares
|
$10.2 Million
2.06% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
25,702
shares
|
$10.2 Million
2.12% of portfolio
|
Q4 2022
New holding
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
25,606
shares
|
$10.2 Million
1.44% of portfolio
|
Q3 2024
Added 11.96%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
25,555
shares
|
$10.2 Million
2.9% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
25,352
shares
|
$10.1 Million
1.26% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
25,222
shares
|
$10 Million
0.56% of portfolio
|
Q3 2023
Added 13.4%
|