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 2,487 institutions that hold shares in the stock, with a total of 227 Million shares, which have been reported (via 13F filing form) to have a value of $95.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
May 12, 2025 Q1 2025 |
385,522
shares
|
$167 Million
0.44% of portfolio
|
Q1 2025
Reduced 23.45%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
373,782
shares
|
$162 Million
0.09% of portfolio
|
Q1 2025
Reduced 23.13%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
372,080
shares
|
$161 Million
6.67% of portfolio
|
Q1 2025
Reduced 14.64%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
371,321
shares
|
$161 Million
0.12% of portfolio
|
Q1 2025
Reduced 28.03%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
366,190
shares
|
$158 Million
1.88% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
361,876
shares
|
$157 Million
1.07% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
354,660
shares
|
$153 Million
9.71% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
344,804
shares
|
$149 Million
1.47% of portfolio
|
Q4 2022
Reduced 16.71%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
341,269
shares
|
$148 Million
0.18% of portfolio
|
Q1 2025
Added 16.96%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
338,994
shares
|
$147 Million
10.54% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
338,837
shares
|
$147 Million
0.46% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
338,646
shares
|
$147 Million
0.9% of portfolio
|
Q1 2025
Added 12.15%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
310,742
shares
|
$134 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
295,588
shares
|
$128 Million
0.67% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
282,282
shares
|
$122 Million
0.45% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
281,103
shares
|
$122 Million
7.05% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
275,977
shares
|
$119 Million
1.07% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
274,790
shares
|
$119 Million
0.63% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
266,543
shares
|
$115 Million
1.33% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
265,996
shares
|
$115 Million
1.34% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
248,816
shares
|
$108 Million
5.18% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
243,457
shares
|
$105 Million
1.35% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
232,464
shares
|
$101 Million
0.77% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
231,191
shares
|
$100 Million
0.34% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
229,778
shares
|
$99.4 Million
0.05% of portfolio
|
Q1 2025
Added 4.91%
|