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 2,217 institutions that hold shares in the stock, with a total of 204 Million shares, which have been reported (via 13F filing form) to have a value of $84.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
96,593
shares
|
$39.5 Million
20.49% of portfolio
|
Q4 2023
Reduced 3.03%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
96,586
shares
|
$39.5 Million
2.16% of portfolio
|
Q3 2024
Reduced 61.46%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
95,874
shares
|
$39.2 Million
3.04% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
95,621
shares
|
$39.1 Million
0.26% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
95,397
shares
|
$39 Million
5.88% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Portfolio Strategies, Inc.
|
Nov 06, 2024 Q3 2024 |
94,230
shares
|
$38.5 Million
4.8% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
93,033
shares
|
$38 Million
0.66% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
90,941
shares
|
$37.2 Million
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
89,173
shares
|
$36.5 Million
1.31% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
88,549
shares
|
$36.2 Million
4.74% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
88,023
shares
|
$36 Million
2.22% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
87,923
shares
|
$36 Million
6.14% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
87,867
shares
|
$35.9 Million
2.95% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
87,713
shares
|
$35.9 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
87,316
shares
|
$35.7 Million
2.4% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
86,211
shares
|
$35.3 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
86,172
shares
|
$35.2 Million
2.72% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
85,556
shares
|
$35 Million
7.01% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
85,450
shares
|
$34.9 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
82,845
shares
|
$33.9 Million
7.51% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
82,455
shares
|
$33.7 Million
3.69% of portfolio
|
Q3 2024
Added 23.26%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
81,094
shares
|
$33.2 Million
2.84% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
79,502
shares
|
$32.5 Million
7.05% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
77,726
shares
|
$31.8 Million
3.78% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
77,669
shares
|
$31.8 Million
0.7% of portfolio
|
Q3 2022
Added 17.18%
|