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 $95.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
19,864
shares
|
$8.59 Million
6.56% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
19,738
shares
|
$8.54 Million
0.15% of portfolio
|
Q2 2025
Added 99.58%
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
19,735
shares
|
$8.54 Million
1.98% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
19,716
shares
|
$8.53 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
19,693
shares
|
$8.52 Million
0.71% of portfolio
|
Q1 2025
Added 90.73%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
19,667
shares
|
$8.51 Million
1.3% of portfolio
|
Q1 2025
Reduced 12.76%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
19,457
shares
|
$8.42 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
19,435
shares
|
$8.41 Million
7.59% of portfolio
|
Q1 2023
Reduced 74.45%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
19,430
shares
|
$8.41 Million
0.82% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
19,325
shares
|
$8.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 39.93%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
19,292
shares
|
$8.35 Million
6.24% of portfolio
|
Q2 2025
Added 17.16%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
19,257
shares
|
$8.33 Million
4.91% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
19,226
shares
|
$8.32 Million
1.22% of portfolio
|
Q2 2022
Reduced 5.46%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
19,198
shares
|
$8.31 Million
0.21% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
19,130
shares
|
$8.28 Million
3.24% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
19,114
shares
|
$8.27 Million
1.46% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
19,054
shares
|
$8.24 Million
1.25% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
19,037
shares
|
$8.24 Million
0.19% of portfolio
|
Q2 2025
Added 15.64%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
19,014
shares
|
$8.23 Million
0.47% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
19,014
shares
|
$8.23 Million
3.7% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
19,000
shares
|
$8.22 Million
0.45% of portfolio
|
Q2 2025
Added 81.26%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
18,978
shares
|
$8.21 Million
0.22% of portfolio
|
Q3 2023
Added 3.91%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
May 08, 2025 Q1 2025 |
18,970
shares
|
$8.21 Million
7.41% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
18,932
shares
|
$8.19 Million
1.21% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
18,749
shares
|
$8.11 Million
0.17% of portfolio
|
Q1 2025
Reduced 4.41%
|