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 2,666 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 $96.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
11,565
shares
|
$5.45 Million
4.97% of portfolio
|
Q2 2024
Added 14.61%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
11,554
shares
|
$5.44 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
11,479
shares
|
$5.41 Million
0.15% of portfolio
|
Q3 2025
Reduced 13.46%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
11,308
shares
|
$5.33 Million
1.7% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
11,245
shares
|
$5.3 Million
0.45% of portfolio
|
Q3 2025
Reduced 34.75%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
11,238
shares
|
$5.29 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
11,173
shares
|
$5.26 Million
0.47% of portfolio
|
Q3 2025
Reduced 44.82%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jan 27, 2026 Q4 2025 |
11,119
shares
|
$5.24 Million
0.8% of portfolio
|
Q4 2025
Added 537.56%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
11,106
shares
|
$5.23 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
11,058
shares
|
$5.21 Million
1.06% of portfolio
|
Q4 2025
Reduced 0.05%
|
|
|
Summa Corp.
Tomball, TX |
Jan 21, 2026 Q4 2025 |
11,026
shares
|
$5.19 Million
2.24% of portfolio
|
Q4 2025
Reduced 4.58%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
11,020
shares
|
$5.19 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
10,986
shares
|
$5.17 Million
0.27% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
10,926
shares
|
$5.15 Million
0.09% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Krilogy Financial LLC
|
Jan 27, 2026 Q4 2025 |
10,905
shares
|
$5.14 Million
0.19% of portfolio
|
Q4 2025
Reduced 1.76%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
10,902
shares
|
$5.13 Million
0.17% of portfolio
|
Q4 2025
Reduced 10.53%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
10,844
shares
|
$5.11 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
10,834
shares
|
$5.1 Million
2.28% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Mc Carthy Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
10,794
shares
|
$5.08 Million
3.86% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 26, 2026 Q4 2025 |
10,746
shares
|
$5.06 Million
0.36% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
10,719
shares
|
$5.05 Million
0.32% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,643
shares
|
$5.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
10,621
shares
|
$5 Million
0.31% of portfolio
|
Q4 2025
Reduced 2.81%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Nov 10, 2025 Q3 2025 |
10,590
shares
|
$4.99 Million
4.9% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
True Link Financial Advisors, LLC
|
Jan 29, 2026 Q4 2025 |
10,579
shares
|
$4.98 Million
0.31% of portfolio
|
Q4 2025
Reduced 1.43%
|
|