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 |
|---|---|---|---|---|---|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
15,550
shares
|
$6.93 Million
0.99% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
15,481
shares
|
$6.9 Million
1.27% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
15,467
shares
|
$6.9 Million
0.21% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
15,464
shares
|
$6.9 Million
0.04% of portfolio
|
Q2 2025
Added 486.65%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
15,382
shares
|
$6.86 Million
1.64% of portfolio
|
Q2 2025
New holding
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
15,342
shares
|
$6.84 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
15,289
shares
|
$6.82 Million
0.26% of portfolio
|
Q2 2025
Added 46.83%
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
15,287
shares
|
$6.82 Million
2.06% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
15,264
shares
|
$6.81 Million
0.06% of portfolio
|
Q2 2025
Added 38.63%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
15,228
shares
|
$6.79 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Mathes Company, Inc.
|
Aug 05, 2025 Q2 2025 |
14,950
shares
|
$6.67 Million
2.35% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
14,919
shares
|
$6.65 Million
2.71% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
14,773
shares
|
$6.59 Million
0.66% of portfolio
|
Q2 2025
Added 173.32%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
14,715
shares
|
$6.56 Million
1.76% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
14,673
shares
|
$6.54 Million
5.68% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
14,673
shares
|
$6.54 Million
4.1% of portfolio
|
Q2 2025
Added 32.5%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
14,561
shares
|
$6.49 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
14,509
shares
|
$6.47 Million
0.75% of portfolio
|
Q3 2023
Reduced 19.17%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
14,359
shares
|
$6.4 Million
0.28% of portfolio
|
Q2 2025
Added 24.09%
|
|
|
Sanders Morris Harris LLC
|
Jul 30, 2025 Q2 2025 |
14,358
shares
|
$6.4 Million
1.58% of portfolio
|
Q2 2025
Reduced 12.89%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
14,339
shares
|
$6.39 Million
1.84% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
14,298
shares
|
$6.38 Million
0.18% of portfolio
|
Q2 2025
Added 23.8%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
14,295
shares
|
$6.37 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
14,265
shares
|
$6.36 Million
3.92% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
14,234
shares
|
$6.35 Million
0.32% of portfolio
|
Q4 2023
Reduced 14.63%
|