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 $84.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
36,013
shares
|
$14.9 Million
0.16% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
35,919
shares
|
$14.8 Million
9.94% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
35,661
shares
|
$14.7 Million
5.77% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
35,587
shares
|
$14.7 Million
0.51% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Oct 15, 2024 Q3 2024 |
35,228
shares
|
$14.6 Million
9.59% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
35,211
shares
|
$14.6 Million
4.95% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
34,957
shares
|
$14.4 Million
9.05% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
34,888
shares
|
$14.4 Million
0.52% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Bw Gestao De Investimentos Ltda.
|
Nov 14, 2024 Q3 2024 |
34,745
shares
|
$14.4 Million
0.95% of portfolio
|
Q3 2024
Reduced 54.39%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
34,744
shares
|
$14.4 Million
0.19% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
34,689
shares
|
$14.3 Million
5.2% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
34,239
shares
|
$14.1 Million
2.01% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
34,163
shares
|
$14.1 Million
1.03% of portfolio
|
Q3 2023
Added 176.18%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
33,861
shares
|
$14 Million
5.47% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
33,614
shares
|
$13.9 Million
2.58% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
33,499
shares
|
$13.8 Million
0.28% of portfolio
|
Q4 2023
Added 7.92%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 07, 2024 Q3 2024 |
33,188
shares
|
$13.7 Million
3.24% of portfolio
|
Q3 2024
Reduced 34.17%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
33,043
shares
|
$13.7 Million
2.81% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
33,006
shares
|
$13.6 Million
0.16% of portfolio
|
Q3 2024
Reduced 11.85%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
32,954
shares
|
$13.6 Million
0.29% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
32,482
shares
|
$13.4 Million
0.59% of portfolio
|
Q3 2022
Reduced 3.64%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
32,408
shares
|
$13.4 Million
0.32% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
32,270
shares
|
$13.3 Million
6.05% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
32,171
shares
|
$13.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
32,106
shares
|
$13.3 Million
7.17% of portfolio
|
Q3 2024
Added 2.68%
|