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 |
|---|---|---|---|---|---|
|
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%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
14,095
shares
|
$6.1 Million
0.77% of portfolio
|
Q4 2022
Added 14.8%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
14,033
shares
|
$6.07 Million
0.01% of portfolio
|
Q4 2022
Added 27.46%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
13,993
shares
|
$6.05 Million
0.3% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
13,977
shares
|
$6.05 Million
1.37% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
13,889
shares
|
$6.01 Million
0.44% of portfolio
|
Q2 2023
Reduced 0.71%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
13,824
shares
|
$5.98 Million
0.83% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
13,821
shares
|
$5.98 Million
1.06% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
13,792
shares
|
$5.97 Million
0.69% of portfolio
|
Q4 2022
Added 11.03%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
13,690
shares
|
$5.92 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
13,627
shares
|
$5.9 Million
0.01% of portfolio
|
Q1 2025
Added 500.57%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
13,605
shares
|
$5.89 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
13,582
shares
|
$5.88 Million
1.33% of portfolio
|
Q2 2022
Added 8.56%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
13,408
shares
|
$5.8 Million
3.8% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
13,344
shares
|
$5.77 Million
3.17% of portfolio
|
Q1 2025
Added 11.35%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
13,286
shares
|
$5.75 Million
1.67% of portfolio
|
Q3 2022
Reduced 5.01%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
13,284
shares
|
$5.75 Million
0.47% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
13,257
shares
|
$5.74 Million
2.28% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
13,254
shares
|
$5.73 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
13,240
shares
|
$5.73 Million
0.42% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
13,067
shares
|
$5.65 Million
0.42% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
13,032
shares
|
$5.64 Million
1.59% of portfolio
|
Q1 2024
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
12,992
shares
|
$5.62 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
12,989
shares
|
$5.62 Million
0.51% of portfolio
|
Q1 2025
Added 4.84%
|