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 |
|---|---|---|---|---|---|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
3,840
shares
|
$1.71 Million
0.3% of portfolio
|
Q2 2021
Reduced 24.58%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
3,830
shares
|
$1.71 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
3,828
shares
|
$1.71 Million
0.14% of portfolio
|
Q2 2025
Added 16.25%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
3,826
shares
|
$1.71 Million
0.91% of portfolio
|
Q2 2025
Added 207.8%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
3,805
shares
|
$1.7 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
3,800
shares
|
$1.69 Million
0.72% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
3,799
shares
|
$1.69 Million
1.16% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
3,790
shares
|
$1.69 Million
0.39% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
3,790
shares
|
$1.69 Million
0.16% of portfolio
|
Q2 2025
Added 10.69%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
3,768
shares
|
$1.68 Million
0.58% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
3,762
shares
|
$1.68 Million
0.14% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
3,739
shares
|
$1.67 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 14, 2025 Q2 2025 |
3,735
shares
|
$1.67 Million
0.86% of portfolio
|
Q3 2023
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
3,729
shares
|
$1.66 Million
0.13% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
3,724
shares
|
$1.66 Million
0.28% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
3,716
shares
|
$1.66 Million
0.57% of portfolio
|
Q2 2025
Added 12.61%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
3,711
shares
|
$1.65 Million
0.13% of portfolio
|
Q4 2023
Added 6.85%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,709
shares
|
$1.65 Million
0.11% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
3,707
shares
|
$1.65 Million
0.32% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
3,691
shares
|
$1.65 Million
0.6% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
3,688
shares
|
$1.64 Million
0.52% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
3,686
shares
|
$1.64 Million
0.33% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
3,686
shares
|
$1.64 Million
0.61% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
3,673
shares
|
$1.64 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
3,670
shares
|
$1.64 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.38%
|