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 |
|---|---|---|---|---|---|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
82,157
shares
|
$37.8 Million
5.6% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Sanchez Wealth Management Group
|
Aug 07, 2025 Q2 2025 |
81,818
shares
|
$37.6 Million
9.01% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
81,135
shares
|
$37.3 Million
3.02% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
81,050
shares
|
$37.3 Million
1.11% of portfolio
|
Q2 2025
Reduced 10.21%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
80,887
shares
|
$37.2 Million
1.12% of portfolio
|
Q2 2025
Reduced 15.54%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
80,572
shares
|
$37.1 Million
1.08% of portfolio
|
Q2 2025
Added 24.01%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
80,080
shares
|
$36.8 Million
2.45% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
78,106
shares
|
$35.9 Million
2.62% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
77,754
shares
|
$35.8 Million
5.97% of portfolio
|
Q2 2025
Reduced 13.19%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
77,669
shares
|
$35.7 Million
0.7% of portfolio
|
Q3 2022
Added 17.18%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
77,289
shares
|
$35.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 79.32%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Aug 13, 2025 Q2 2025 |
76,869
shares
|
$35.4 Million
12.71% of portfolio
|
Q2 2025
Reduced 11.68%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
76,709
shares
|
$35.3 Million
3.5% of portfolio
|
Q2 2025
Added 739.91%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
76,674
shares
|
$35.3 Million
3.85% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
75,918
shares
|
$34.9 Million
4.91% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
75,632
shares
|
$34.8 Million
3.22% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
75,590
shares
|
$34.8 Million
1.76% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
75,137
shares
|
$34.6 Million
0.26% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
73,323
shares
|
$33.7 Million
4.2% of portfolio
|
Q3 2022
Added 5.72%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
73,049
shares
|
$33.6 Million
2.83% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
72,300
shares
|
$33.3 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
72,213
shares
|
$33.2 Million
0.34% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
72,005
shares
|
$33.1 Million
4.08% of portfolio
|
Q1 2023
Added 17.73%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
71,209
shares
|
$32.8 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
70,764
shares
|
$32.6 Million
0.78% of portfolio
|
Q2 2025
Added 9.79%
|