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 |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
77,409
shares
|
$31.7 Million
4.98% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
76,681
shares
|
$31.4 Million
1.66% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
73,800
shares
|
$30.2 Million
1.89% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
73,421
shares
|
$30 Million
7.67% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
73,362
shares
|
$30 Million
5.22% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
73,323
shares
|
$30 Million
4.2% of portfolio
|
Q3 2022
Added 5.72%
|
|
|
Sanchez Wealth Management Group
|
Nov 05, 2024 Q3 2024 |
72,176
shares
|
$29.5 Million
8.77% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
72,005
shares
|
$29.4 Million
4.08% of portfolio
|
Q1 2023
Added 17.73%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
71,640
shares
|
$29.3 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
70,590
shares
|
$28.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 58.74%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
70,189
shares
|
$28.7 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
69,729
shares
|
$28.5 Million
0.75% of portfolio
|
Q3 2017
New holding
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
69,719
shares
|
$28.5 Million
6.61% of portfolio
|
Q1 2023
Reduced 3.26%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 10, 2024 Q2 2024 |
69,671
shares
|
$28.5 Million
8.08% of portfolio
|
Q3 2019
Added 3.69%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
69,452
shares
|
$28.4 Million
0.94% of portfolio
|
Q3 2024
Reduced 21.58%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
69,300
shares
|
$28.3 Million
0.15% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
68,965
shares
|
$28.2 Million
11.88% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
68,951
shares
|
$28.2 Million
1.17% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
68,197
shares
|
$27.9 Million
1.6% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
68,197
shares
|
$27.9 Million
1.56% of portfolio
|
Q3 2024
Reduced 97.14%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
67,421
shares
|
$27.6 Million
1.13% of portfolio
|
Q3 2024
Added 17.78%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
67,158
shares
|
$27.5 Million
3.95% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
67,072
shares
|
$27.4 Million
0.28% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Jennison Associates LLC
|
Nov 08, 2024 Q3 2024 |
66,626
shares
|
$27.2 Million
0.02% of portfolio
|
Q3 2024
Added 112.61%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
66,550
shares
|
$27.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 33.55%
|