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 2,659 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $95.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
81,096
shares
|
$38.2 Million
3.16% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
80,881
shares
|
$38.1 Million
1.18% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
80,521
shares
|
$37.9 Million
2.18% of portfolio
|
Q4 2025
Reduced 8.0%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
78,771
shares
|
$37.1 Million
1.07% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
78,577
shares
|
$37 Million
2.48% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
77,938
shares
|
$36.7 Million
3.74% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
77,784
shares
|
$36.6 Million
0.27% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
77,669
shares
|
$36.6 Million
0.7% of portfolio
|
Q3 2022
Added 17.18%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
77,304
shares
|
$36.4 Million
2.66% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
76,659
shares
|
$36.1 Million
3.97% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Congress Asset Management CO
|
Jan 09, 2026 Q4 2025 |
76,657
shares
|
$36.1 Million
0.26% of portfolio
|
Q4 2025
Added 309.43%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
76,621
shares
|
$36.1 Million
5.7% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
76,132
shares
|
$35.9 Million
12.58% of portfolio
|
Q4 2025
Added 17.53%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
76,127
shares
|
$35.9 Million
3.28% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Nov 13, 2025 Q3 2025 |
75,930
shares
|
$35.8 Million
12.8% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
75,638
shares
|
$35.6 Million
0.84% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
75,526
shares
|
$35.6 Million
1.8% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
75,462
shares
|
$35.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.45%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
75,050
shares
|
$35.3 Million
5.08% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
74,959
shares
|
$35.3 Million
1.28% of portfolio
|
Q3 2025
Added 10.02%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
74,216
shares
|
$35 Million
5.66% of portfolio
|
Q4 2025
Reduced 0.78%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
74,169
shares
|
$34.9 Million
3.01% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
73,323
shares
|
$34.5 Million
4.2% of portfolio
|
Q3 2022
Added 5.72%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
72,005
shares
|
$33.9 Million
4.08% of portfolio
|
Q1 2023
Added 17.73%
|
|
|
Ami Asset Management Corp
|
Jan 23, 2026 Q4 2025 |
71,879
shares
|
$33.8 Million
1.89% of portfolio
|
Q4 2025
Added 542.58%
|
|