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 2,461 institutions that hold shares in the stock, with a total of 214 Million shares, which have been reported (via 13F filing form) to have a value of $77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covenant Partners, LLC
|
Feb 13, 2025 Q4 2024 |
157,443
shares
|
$56.8 Million
19.87% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
155,404
shares
|
$56 Million
3.94% of portfolio
|
Q4 2023
Added 0.82%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
153,507
shares
|
$55.3 Million
0.77% of portfolio
|
Q4 2024
Added 17.91%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
150,581
shares
|
$54.3 Million
7.62% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
150,292
shares
|
$54.2 Million
3.07% of portfolio
|
Q3 2023
Reduced 6.48%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
149,686
shares
|
$54 Million
24.45% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
145,765
shares
|
$52.6 Million
10.46% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
140,330
shares
|
$50.6 Million
0.56% of portfolio
|
Q3 2023
Reduced 0.11%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
139,357
shares
|
$50.2 Million
1.55% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
135,440
shares
|
$48.8 Million
1.92% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
133,357
shares
|
$48.1 Million
14.73% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
133,148
shares
|
$48 Million
0.02% of portfolio
|
Q4 2024
Added 244.21%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
132,134
shares
|
$47.6 Million
2.46% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
131,789
shares
|
$47.5 Million
4.34% of portfolio
|
Q4 2024
Added 28.06%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
131,698
shares
|
$47.5 Million
1.48% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
131,603
shares
|
$47.4 Million
5.57% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
130,794
shares
|
$47.2 Million
8.11% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
129,222
shares
|
$46.6 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
126,612
shares
|
$45.6 Million
7.95% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
125,685
shares
|
$45.3 Million
6.04% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
125,669
shares
|
$45.3 Million
6.03% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
125,604
shares
|
$45.3 Million
7.71% of portfolio
|
Q2 2022
Reduced 0.83%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
125,128
shares
|
$45.1 Million
0.88% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
124,654
shares
|
$44.9 Million
1.82% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
124,186
shares
|
$44.8 Million
10.88% of portfolio
|
Q4 2023
Reduced 18.64%
|