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 |
|---|---|---|---|---|---|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
14,221
shares
|
$6.34 Million
0.72% of portfolio
|
Q2 2025
Added 380.93%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
14,095
shares
|
$6.29 Million
0.77% of portfolio
|
Q4 2022
Added 14.8%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
14,088
shares
|
$6.28 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
14,033
shares
|
$6.26 Million
0.01% of portfolio
|
Q4 2022
Added 27.46%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
13,978
shares
|
$6.23 Million
0.44% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
13,911
shares
|
$6.2 Million
1.46% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
13,889
shares
|
$6.19 Million
0.44% of portfolio
|
Q2 2023
Reduced 0.71%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Jul 25, 2025 Q2 2025 |
13,823
shares
|
$6.16 Million
5.66% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
13,792
shares
|
$6.15 Million
0.69% of portfolio
|
Q4 2022
Added 11.03%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
13,582
shares
|
$6.06 Million
1.33% of portfolio
|
Q2 2022
Added 8.56%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
13,443
shares
|
$5.99 Million
0.17% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
13,431
shares
|
$5.99 Million
0.58% of portfolio
|
Q2 2025
Reduced 55.12%
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2025 Q2 2025 |
13,398
shares
|
$5.97 Million
4.01% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
13,344
shares
|
$5.95 Million
4.02% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
13,286
shares
|
$5.92 Million
1.67% of portfolio
|
Q3 2022
Reduced 5.01%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
13,284
shares
|
$5.92 Million
0.47% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
13,266
shares
|
$5.92 Million
0.25% of portfolio
|
Q2 2025
Added 14.23%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
13,265
shares
|
$5.92 Million
0.17% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
13,240
shares
|
$5.9 Million
0.42% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
13,237
shares
|
$5.9 Million
2.43% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
13,202
shares
|
$5.89 Million
0.57% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Aug 13, 2025 Q2 2025 |
13,179
shares
|
$5.88 Million
0.95% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Aug 13, 2025 Q2 2025 |
13,100
shares
|
$5.84 Million
4.52% of portfolio
|
Q2 2025
Reduced 26.42%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
13,067
shares
|
$5.83 Million
0.42% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
13,053
shares
|
$5.82 Million
1.12% of portfolio
|
Q2 2025
Reduced 5.56%
|