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 2,540 institutions that hold shares in the stock, with a total of 225 Million shares, which have been reported (via 13F filing form) to have a value of $100 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
29,307
shares
|
$13.1 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 15, 2025 Q2 2025 |
29,302
shares
|
$13.1 Million
9.21% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
29,116
shares
|
$13 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
28,937
shares
|
$12.9 Million
0.25% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
28,860
shares
|
$12.9 Million
2.43% of portfolio
|
Q2 2025
Added 11.12%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
28,738
shares
|
$12.8 Million
0.15% of portfolio
|
Q2 2025
Reduced 31.49%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
28,705
shares
|
$12.8 Million
3.78% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
28,611
shares
|
$12.8 Million
5.78% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
28,610
shares
|
$12.8 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
28,604
shares
|
$12.8 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
28,475
shares
|
$12.7 Million
2.71% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
28,431
shares
|
$12.7 Million
1.52% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Brickley Wealth Management
|
Aug 07, 2025 Q2 2025 |
28,333
shares
|
$12.6 Million
2.36% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
28,272
shares
|
$12.6 Million
7.22% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Aug 14, 2025 Q2 2025 |
28,264
shares
|
$12.6 Million
12.4% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
28,109
shares
|
$12.5 Million
0.08% of portfolio
|
Q2 2025
Reduced 77.04%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
27,951
shares
|
$12.5 Million
1.58% of portfolio
|
Q2 2025
Added 296.36%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
27,787
shares
|
$12.4 Million
5.27% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
27,784
shares
|
$12.4 Million
0.97% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
27,721
shares
|
$12.4 Million
2.07% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
27,344
shares
|
$12.2 Million
0.14% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
27,341
shares
|
$12.2 Million
0.49% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
27,128
shares
|
$12.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 47.99%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
27,070
shares
|
$12.1 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
27,005
shares
|
$12 Million
7.99% of portfolio
|
Q2 2025
Added 0.78%
|