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 2,357 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $83.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
8,154
shares
|
$3.33 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
8,129
shares
|
$3.32 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
8,111
shares
|
$3.31 Million
0.24% of portfolio
|
Q4 2020
Reduced 3.18%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
8,104
shares
|
$3.31 Million
1.32% of portfolio
|
Q4 2023
Added 1.5%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
8,100
shares
|
$3.31 Million
1.24% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
8,095
shares
|
$3.3 Million
0.33% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
8,094
shares
|
$3.3 Million
0.35% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
8,048
shares
|
$3.28 Million
0.12% of portfolio
|
Q4 2024
Added 12.86%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
8,039
shares
|
$3.28 Million
0.28% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
8,010
shares
|
$3.27 Million
0.9% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
7,990
shares
|
$3.26 Million
2.72% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
7,916
shares
|
$3.23 Million
0.39% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
7,893
shares
|
$3.22 Million
1.04% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
7,866
shares
|
$3.21 Million
0.85% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
7,862
shares
|
$3.21 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
7,840
shares
|
$3.2 Million
1.17% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
7,831
shares
|
$3.2 Million
1.12% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
7,830
shares
|
$3.2 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
7,823
shares
|
$3.19 Million
0.24% of portfolio
|
Q4 2024
Reduced 42.9%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
7,785
shares
|
$3.18 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
7,757
shares
|
$3.17 Million
0.94% of portfolio
|
Q1 2024
Added 5.47%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
7,756
shares
|
$3.17 Million
2.19% of portfolio
|
Q4 2024
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
7,753
shares
|
$3.16 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
7,746
shares
|
$3.16 Million
0.24% of portfolio
|
Q3 2024
Reduced 15.24%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
7,721
shares
|
$3.15 Million
0.02% of portfolio
|
Q3 2024
New holding
|