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 2,217 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 $81.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
145,765
shares
|
$58.1 Million
10.46% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
142,216
shares
|
$56.7 Million
1.34% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
140,330
shares
|
$55.9 Million
0.56% of portfolio
|
Q3 2023
Reduced 0.11%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
139,951
shares
|
$55.8 Million
1.42% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
138,410
shares
|
$55.1 Million
0.18% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
135,929
shares
|
$54.2 Million
1.47% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
135,659
shares
|
$54 Million
1.73% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
132,549
shares
|
$52.8 Million
7.32% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
132,127
shares
|
$52.6 Million
2.33% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
132,055
shares
|
$52.6 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
131,738
shares
|
$52.5 Million
5.46% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
Nov 13, 2024 Q3 2024 |
130,900
shares
|
$52.1 Million
2.7% of portfolio
|
Q3 2024
New holding
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
130,277
shares
|
$51.9 Million
13.19% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
130,266
shares
|
$51.9 Million
7.19% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
130,185
shares
|
$51.9 Million
0.61% of portfolio
|
Q3 2024
Reduced 24.36%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
128,691
shares
|
$51.3 Million
5.78% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Berkshire Money Management, Inc.
|
Oct 16, 2024 Q3 2024 |
127,351
shares
|
$50.7 Million
6.03% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
127,249
shares
|
$50.7 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
125,604
shares
|
$50 Million
7.71% of portfolio
|
Q2 2022
Reduced 0.83%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
124,186
shares
|
$49.5 Million
10.88% of portfolio
|
Q4 2023
Reduced 18.64%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
124,108
shares
|
$49.4 Million
7.4% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
123,759
shares
|
$49.3 Million
1.72% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
123,066
shares
|
$49 Million
2.44% of portfolio
|
Q3 2022
Added 95.41%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
122,413
shares
|
$48.8 Million
5.82% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
121,134
shares
|
$48.3 Million
0.81% of portfolio
|
Q3 2024
Added 0.37%
|