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 $84.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
334
shares
|
$138,890
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
327
shares
|
$135,979
0.1% of portfolio
|
Q3 2024
Reduced 32.58%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
323
shares
|
$134,316
0.07% of portfolio
|
Q4 2023
Added 382.09%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
313
shares
|
$130,157
0.05% of portfolio
|
Q1 2024
Reduced 14.48%
|
|
|
Insight Inv LLC
El Segundo, CA |
Nov 14, 2024 Q3 2024 |
311
shares
|
$129,326
0.1% of portfolio
|
Q1 2023
Reduced 24.33%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
310
shares
|
$128,910
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
300
shares
|
$124,751
0.02% of portfolio
|
Q2 2024
Reduced 21.88%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 12, 2024 Q3 2024 |
300
shares
|
$124,751
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
291
shares
|
$121,009
0.05% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
287
shares
|
$119,346
0.04% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
283
shares
|
$117,682
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
283
shares
|
$117,682
0.03% of portfolio
|
Q2 2024
Reduced 2.08%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
282
shares
|
$117,266
0.0% of portfolio
|
Q4 2023
Reduced 43.26%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
272
shares
|
$113,108
0.04% of portfolio
|
Q3 2024
Reduced 29.72%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
271
shares
|
$112,692
0.01% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
270
shares
|
$112,276
0.04% of portfolio
|
Q2 2024
Reduced 18.18%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
266
shares
|
$110,613
0.02% of portfolio
|
Q4 2019
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
264
shares
|
$109,781
0.06% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
260
shares
|
$108,118
0.01% of portfolio
|
Q3 2024
Added 98.47%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
257
shares
|
$106,870
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
255
shares
|
$106,039
0.03% of portfolio
|
Q3 2022
Reduced 5.2%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
255
shares
|
$106,039
0.02% of portfolio
|
Q1 2024
Reduced 5.56%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
248
shares
|
$103,128
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
242
shares
|
$100,633
0.05% of portfolio
|
Q2 2023
Reduced 23.66%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
239
shares
|
$99,385
0.01% of portfolio
|
Q1 2024
Added 670.97%
|