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 2,481 institutions that hold shares in the stock, with a total of 227 Million shares, which have been reported (via 13F filing form) to have a value of $95.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
51,404
shares
|
$21.7 Million
20.99% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
51,349
shares
|
$21.7 Million
1.99% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
50,811
shares
|
$21.4 Million
0.69% of portfolio
|
Q1 2025
Reduced 10.94%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
50,341
shares
|
$21.2 Million
1.08% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
May 09, 2025 Q1 2025 |
49,511
shares
|
$20.9 Million
19.16% of portfolio
|
Q1 2025
Reduced 47.17%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
49,356
shares
|
$20.8 Million
6.4% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
49,234
shares
|
$20.8 Million
16.29% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
49,195
shares
|
$20.7 Million
4.38% of portfolio
|
Q1 2025
Reduced 49.3%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
49,090
shares
|
$20.7 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
47,401
shares
|
$20 Million
5.63% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
47,363
shares
|
$20 Million
1.95% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
47,261
shares
|
$19.9 Million
1.64% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
47,094
shares
|
$19.9 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
46,991
shares
|
$19.8 Million
0.09% of portfolio
|
Q1 2025
Added 24.67%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
46,278
shares
|
$19.5 Million
5.22% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
46,057
shares
|
$19.4 Million
4.57% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
45,892
shares
|
$19.4 Million
17.61% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
45,388
shares
|
$19.1 Million
5.58% of portfolio
|
Q2 2025
Added 10.79%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
45,129
shares
|
$19 Million
1.52% of portfolio
|
Q2 2025
Added 46.02%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
45,053
shares
|
$19 Million
11.91% of portfolio
|
Q1 2025
Reduced 12.96%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
44,919
shares
|
$18.9 Million
0.12% of portfolio
|
Q1 2025
Added 80.22%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
44,896
shares
|
$18.9 Million
7.39% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
44,279
shares
|
$18.7 Million
3.49% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
44,257
shares
|
$18.7 Million
4.1% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
43,632
shares
|
$18.4 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.6%
|