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 2,545 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 $104 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
217,944
shares
|
$100 Million
28.22% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
217,498
shares
|
$100 Million
0.35% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
216,816
shares
|
$99.8 Million
0.98% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
205,988
shares
|
$94.8 Million
1.21% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
205,395
shares
|
$94.5 Million
7.97% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
203,692
shares
|
$93.7 Million
18.25% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
197,650
shares
|
$90.9 Million
6.01% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
194,548
shares
|
$89.5 Million
0.25% of portfolio
|
Q2 2025
Added 34.27%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
194,267
shares
|
$89.4 Million
2.28% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
189,594
shares
|
$87.2 Million
0.44% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
188,769
shares
|
$86.9 Million
1.66% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
188,677
shares
|
$86.8 Million
4.69% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
188,271
shares
|
$86.6 Million
4.65% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
180,225
shares
|
$82.9 Million
0.53% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
178,959
shares
|
$82.3 Million
1.34% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
174,992
shares
|
$80.5 Million
7.98% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
170,849
shares
|
$78.6 Million
7.94% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
163,607
shares
|
$75.3 Million
0.61% of portfolio
|
Q2 2025
Reduced 15.53%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
161,954
shares
|
$74.5 Million
8.64% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
157,447
shares
|
$72.4 Million
2.33% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
155,524
shares
|
$71.6 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
155,404
shares
|
$71.5 Million
3.94% of portfolio
|
Q4 2023
Added 0.82%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
151,533
shares
|
$69.7 Million
0.34% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
150,292
shares
|
$69.2 Million
3.07% of portfolio
|
Q3 2023
Reduced 6.48%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
149,047
shares
|
$68.6 Million
20.89% of portfolio
|
Q2 2025
Reduced 0.45%
|