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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
157,447
shares
|
$66.4 Million
2.33% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
155,711
shares
|
$65.7 Million
0.7% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
155,404
shares
|
$65.5 Million
3.94% of portfolio
|
Q4 2023
Added 0.82%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
150,292
shares
|
$63.4 Million
3.07% of portfolio
|
Q3 2023
Reduced 6.48%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
149,714
shares
|
$63.1 Million
19.39% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
147,603
shares
|
$62.2 Million
7.02% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
145,765
shares
|
$61.5 Million
10.46% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
144,894
shares
|
$61.1 Million
0.18% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
141,118
shares
|
$59.5 Million
0.26% of portfolio
|
Q1 2025
Reduced 18.69%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
140,330
shares
|
$59.2 Million
0.56% of portfolio
|
Q3 2023
Reduced 0.11%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
139,566
shares
|
$58.9 Million
14.28% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
137,927
shares
|
$58.2 Million
1.4% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
133,502
shares
|
$56.3 Million
1.2% of portfolio
|
Q1 2025
Added 28.22%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
132,291
shares
|
$55.8 Million
1.72% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
131,944
shares
|
$55.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
130,755
shares
|
$55.1 Million
0.83% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
130,203
shares
|
$54.9 Million
6.64% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
128,284
shares
|
$54.1 Million
5.13% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
128,079
shares
|
$54 Million
2.12% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
126,791
shares
|
$53.5 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
125,702
shares
|
$53 Million
8.72% of portfolio
|
Q1 2025
Added 21.05%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
125,604
shares
|
$53 Million
7.71% of portfolio
|
Q2 2022
Reduced 0.83%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
124,469
shares
|
$52.5 Million
5.49% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
124,186
shares
|
$52.4 Million
10.88% of portfolio
|
Q4 2023
Reduced 18.64%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
123,286
shares
|
$52 Million
0.32% of portfolio
|
Q4 2024
Reduced 3.11%
|