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 |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
31,979
shares
|
$13.2 Million
2.42% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
31,346
shares
|
$13 Million
5.13% of portfolio
|
Q3 2024
Reduced 10.91%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
31,177
shares
|
$12.9 Million
0.24% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
31,070
shares
|
$12.8 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
30,968
shares
|
$12.8 Million
0.71% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
30,832
shares
|
$12.7 Million
0.36% of portfolio
|
Q3 2024
Reduced 30.34%
|
|
|
Ims Capital Management
|
Aug 21, 2024 Q2 2024 |
30,452
shares
|
$12.6 Million
5.11% of portfolio
|
Q2 2024
Added 4.27%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
30,106
shares
|
$12.4 Million
0.1% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
30,093
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
29,397
shares
|
$12.1 Million
1.89% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
29,211
shares
|
$12.1 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
29,044
shares
|
$12 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
28,766
shares
|
$11.9 Million
0.14% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
28,713
shares
|
$11.9 Million
2.65% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
28,475
shares
|
$11.8 Million
2.71% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 07, 2023 Q3 2023 |
28,339
shares
|
$11.7 Million
9.12% of portfolio
|
Q3 2022
Reduced 0.53%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
28,336
shares
|
$11.7 Million
3.74% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
28,185
shares
|
$11.6 Million
4.39% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
28,066
shares
|
$11.6 Million
3.74% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
28,006
shares
|
$11.6 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
27,975
shares
|
$11.6 Million
3.66% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
27,849
shares
|
$11.5 Million
0.95% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
27,841
shares
|
$11.5 Million
1.98% of portfolio
|
Q3 2024
Added 143.88%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
27,748
shares
|
$11.5 Million
1.97% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
27,662
shares
|
$11.4 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.36%
|