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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
1,022
shares
|
$455,740
0.21% of portfolio
|
Q2 2024
Added 18.84%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
1,021
shares
|
$455,294
0.19% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
1,020
shares
|
$454,848
0.24% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,019
shares
|
$454,402
0.04% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
1,018
shares
|
$453,956
0.11% of portfolio
|
Q2 2025
Reduced 42.81%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
1,017
shares
|
$453,510
0.1% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
1,015
shares
|
$452,618
0.13% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
1,015
shares
|
$452,618
0.09% of portfolio
|
Q2 2025
Added 16.94%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
1,013
shares
|
$451,727
0.07% of portfolio
|
Q2 2025
Reduced 32.33%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,012
shares
|
$451,281
0.08% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
1,012
shares
|
$451,281
0.29% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
1,009
shares
|
$449,943
0.06% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,008
shares
|
$449,497
0.21% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Aug 14, 2025 Q2 2025 |
1,007
shares
|
$449,051
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
1,007
shares
|
$449,051
0.06% of portfolio
|
Q2 2025
Added 12.51%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
1,001
shares
|
$446,375
0.08% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
1,000
shares
|
$445,930
0.12% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
999
shares
|
$445,484
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
998
shares
|
$445,038
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Fusion Family Wealth LLC
|
Jul 30, 2025 Q2 2025 |
997
shares
|
$444,592
0.04% of portfolio
|
Q1 2024
Added 13.04%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
994
shares
|
$443,254
0.01% of portfolio
|
Q4 2023
Reduced 3.68%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
992
shares
|
$442,362
0.1% of portfolio
|
Q1 2020
Reduced 1.49%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
985
shares
|
$439,241
0.01% of portfolio
|
Q1 2024
Reduced 35.41%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
983
shares
|
$438,349
0.03% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
983
shares
|
$438,349
0.22% of portfolio
|
Q2 2025
Added 0.2%
|