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 2,481 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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
635,881
shares
|
$268 Million
1.26% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
630,401
shares
|
$266 Million
0.54% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
590,658
shares
|
$249 Million
10.1% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
581,381
shares
|
$245 Million
2.69% of portfolio
|
Q2 2025
Reduced 57.95%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
579,754
shares
|
$244 Million
0.39% of portfolio
|
Q1 2025
Added 209.55%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
575,157
shares
|
$243 Million
12.29% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
572,843
shares
|
$242 Million
7.61% of portfolio
|
Q3 2022
Reduced 1.7%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
568,526
shares
|
$240 Million
3.26% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
567,407
shares
|
$239 Million
5.4% of portfolio
|
Q1 2024
Reduced 1.02%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
563,439
shares
|
$238 Million
0.35% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
551,968
shares
|
$233 Million
0.66% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
517,849
shares
|
$218 Million
1.06% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
501,970
shares
|
$212 Million
19.89% of portfolio
|
Q1 2024
Added 0.69%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
489,799
shares
|
$207 Million
4.82% of portfolio
|
Q4 2023
Added 4.48%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
471,442
shares
|
$199 Million
1.29% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
462,628
shares
|
$195 Million
0.16% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
452,214
shares
|
$191 Million
1.06% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
433,886
shares
|
$183 Million
0.4% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
428,978
shares
|
$181 Million
1.26% of portfolio
|
Q1 2025
Added 11.97%
|
|
|
Stairway Partners, LLC
|
Jul 03, 2025 Q2 2025 |
428,014
shares
|
$180 Million
10.38% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
423,600
shares
|
$179 Million
7.12% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
420,529
shares
|
$177 Million
1.17% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
405,606
shares
|
$171 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
396,411
shares
|
$167 Million
0.59% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
390,444
shares
|
$165 Million
0.33% of portfolio
|
Q1 2025
Added 1.53%
|