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 |
|---|---|---|---|---|---|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
15,505
shares
|
$6.71 Million
1.95% of portfolio
|
Q4 2024
Reduced 28.37%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
15,490
shares
|
$6.7 Million
0.67% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
15,481
shares
|
$6.7 Million
0.32% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
15,459
shares
|
$6.69 Million
1.93% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
15,345
shares
|
$6.64 Million
0.1% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
15,342
shares
|
$6.64 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
15,287
shares
|
$6.61 Million
2.06% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
15,228
shares
|
$6.59 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
14,950
shares
|
$6.47 Million
2.2% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
14,919
shares
|
$6.45 Million
2.71% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
14,785
shares
|
$6.4 Million
0.0% of portfolio
|
Q1 2025
Added 14.7%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
14,773
shares
|
$6.39 Million
0.66% of portfolio
|
Q2 2025
Added 173.32%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
14,736
shares
|
$6.38 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
14,715
shares
|
$6.37 Million
1.76% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
14,665
shares
|
$6.34 Million
0.02% of portfolio
|
Q1 2025
Reduced 24.4%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
14,661
shares
|
$6.34 Million
5.43% of portfolio
|
Q1 2025
Added 17.93%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
14,561
shares
|
$6.3 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
14,555
shares
|
$6.3 Million
1.81% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
14,509
shares
|
$6.28 Million
0.75% of portfolio
|
Q3 2023
Reduced 19.17%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
14,495
shares
|
$6.27 Million
1.07% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
14,325
shares
|
$6.2 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
14,265
shares
|
$6.17 Million
3.92% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
14,252
shares
|
$6.17 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
14,234
shares
|
$6.16 Million
0.32% of portfolio
|
Q4 2023
Reduced 14.63%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
May 13, 2025 Q1 2025 |
14,223
shares
|
$6.15 Million
5.14% of portfolio
|
Q1 2025
Added 1.11%
|