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 2,487 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 $98.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
40,099
shares
|
$17.3 Million
3.44% of portfolio
|
Q2 2025
Added 17.61%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
40,031
shares
|
$17.3 Million
0.58% of portfolio
|
Q1 2025
Added 92.3%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
39,405
shares
|
$17 Million
3.32% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Compass Financial Group, Inc.
|
May 06, 2025 Q1 2025 |
39,178
shares
|
$16.9 Million
7.87% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
38,912
shares
|
$16.8 Million
0.4% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
38,571
shares
|
$16.7 Million
0.02% of portfolio
|
Q1 2025
Added 20.03%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
37,949
shares
|
$16.4 Million
0.43% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
37,739
shares
|
$16.3 Million
2.22% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
37,664
shares
|
$16.3 Million
0.15% of portfolio
|
Q1 2025
Added 74.46%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
37,625
shares
|
$16.3 Million
4.97% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
37,520
shares
|
$16.2 Million
0.01% of portfolio
|
Q3 2022
Reduced 5.36%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
37,059
shares
|
$16 Million
2.56% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
37,027
shares
|
$16 Million
0.21% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
36,973
shares
|
$16 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
36,914
shares
|
$16 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
36,833
shares
|
$15.9 Million
0.33% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
36,710
shares
|
$15.9 Million
0.27% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
36,698
shares
|
$15.9 Million
0.11% of portfolio
|
Q1 2025
Added 18.69%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
36,665
shares
|
$15.9 Million
0.6% of portfolio
|
Q1 2025
Added 678.28%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
36,643
shares
|
$15.9 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
36,565
shares
|
$15.8 Million
0.57% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
36,469
shares
|
$15.8 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Newport Capital Group, LLC
|
Apr 17, 2025 Q1 2025 |
36,293
shares
|
$15.7 Million
9.47% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Jul 23, 2025 Q2 2025 |
36,237
shares
|
$15.7 Million
12.05% of portfolio
|
Q2 2025
Added 57.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
36,232
shares
|
$15.7 Million
0.0% of portfolio
|
Q1 2025
Added 352.28%
|