IWF institutional holders

iShares Russell 1000 Growth Fund · 2,621 reporting institutions · $98.3B reported value

Funds that can replace IWF · IWF return decomposition

Institutional holdings

Institutions reporting IWF, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$14.8B23,1852026-06-30
Bank of America Corp /de$13.5B02026-06-30
Fmr LLC$4.1B02026-06-30
Goldman Sachs Group Inc$3.4B02026-06-30
Jpmorgan Chase & Co$3.2B02026-06-30
Envestnet Pmc$2.6B602026-06-30
Northern Trust Corp$2.5B02026-06-30
UBS Group AG$2.3B02026-06-30
Wells Fargo & Company/mn$2.2B02026-06-30
Lpl Financial LLC$1.9B23,4582026-06-30
Raymond James Financial Inc$1.7B02026-06-30
PNC Financial Services Group, Inc.$1.5B02026-06-30
M&T Bank Corp$1.5B02026-06-30
Baird Financial Group, Inc.$1.4B02026-06-30
Truist Financial Corp$1B02026-06-30
Royal Bank of Canada$928.8M02026-06-30
Signaturefd, LLC$898.6M492026-06-30
Commonwealth Equity Services, LLC$833.7M2,8632026-06-30
Cetera Investment Advisers$774.9M10,3702026-06-30
Ameriprise Financial Inc$745.5M02026-06-30
Pinnacle Financial Partners, Inc.$694.8M02026-06-30
Circle Wealth Management, LLC$677.2M112026-06-30
Focus Partners Wealth$653M1,0482026-06-30
Hightower Advisors, LLC$617.9M1,0462026-06-30
Bank of New York Mellon Corp$593.6M02026-06-30
Stifel Financial Corp$574.8M02026-06-30
Rockefeller Capital Management LP$572.8M3462026-06-30
Synovus Financial Corp$568.7M02025-09-30
Blackrock, Inc.$567.3M02026-06-30
Cerity Partners LLC$566.3M7772026-06-30
CIBC Private Wealth Group LLC$563.6M02025-12-31
CIBC Bancorp USA Inc.$537.2M02026-06-30
TIAA-CREF Individual & Institutional Services, LLC$523.8M1,7212026-06-30
TIAA Wealth Investment Management LLC$507.2M72026-06-30
US Bancorp$476M02026-06-30
Jones Financial Companies LLLP$473.9M02026-06-30
Nuveen, LLC$471.1M02026-06-30
Fifth Third Bancorp$469.5M02026-06-30
Prudential Financial Inc$454.7M02026-06-30
Globalt Investments LLC / Ga$454.4M122026-06-30
71 West Capital Partners$435.2M62026-06-30
Osaic Holdings, Inc.$424.5M02026-06-30
Openarc Corporate Advisory, LLC$373.1M1232026-06-30
Dynasty Wealth Management, LLC$367M142026-06-30
Northwestern Mutual Wealth Management Co$335.5M02026-06-30
American Century Companies Inc$317M02026-06-30
Choreo, LLC$314.7M1482026-06-30
1st Source Bank$295.1M02026-06-30
Comerica Bank$286.2M02025-12-31
Citigroup Inc$283.8M02026-06-30
Waldron Private Wealth$272.6M422026-06-30
Captrust Financial Advisors$262.7M9622026-06-30
Mariner, LLC$246.4M02026-06-30
Clearstead; Clearstead Advisory Solutions$243.2M642026-06-30
MML Investors Services, LLC$240.2M5,1202026-06-30
Brown Advisory Inc$239M02026-06-30
Creative Planning$232.1M1,1712026-06-30
Cresset Asset Management, LLC$224.7M2122026-06-30
Commerce Bank$224.2M02026-06-30
Alliancebernstein LP$223.6M5172026-06-30
Regions Financial Corp$223.3M02026-06-30
Mercer Global Advisors Inc /adv$204.1M02026-06-30
Staley Capital Advisers Inc$202.8M112026-06-30
Mai Capital Management$199.1M3082026-06-30
Stairway Partners, LLC$196.1M32026-06-30
Ieq Capital, LLC$194.7M1972026-06-30
Confluence Wealth Services, Inc.$188.1M452026-06-30
D.A. Davidson & Co.$185M6892026-06-30
Oakworth Capital, Inc.$182.4M02026-06-30
Beacon Pointe Advisors, LLC$181.3M4662026-06-30
Waverly Advisors, LLC$173M2312026-06-30
Hackensack Meridian Health, Inc.$163.1M02026-06-30
Cullen/frost Bankers, Inc.$160M02026-06-30
Lido Advisors, LLC$160M3202026-06-30
Venturi Wealth Management, LLC$158M202026-06-30
Bank of Montreal /can$157.4M02026-06-30
J.safra Asset Management Corp$156.5M02026-06-30
Wealth Enhancement Advisory Services, LLC$153.6M1,0262026-06-30
Silvercrest Asset Management Group LLC$151.6M342026-06-30
Pathstone Holdings, LLC$144.3M02026-06-30
Private Advisor Group, LLC$137.2M9272026-06-30
Moneta Group Investment Advisors LLC$136M2562026-06-30
Modera Wealth Management, LLC$133.9M1352026-06-30
Stephens Inc /ar$132.2M2432026-06-30
Sun Mountain Capital Ltd$131.9M02026-06-30
New Edge Wealth$126.6M1512026-06-30
Simon Quick Advisors, LLC$123.4M402026-06-30
Steward Partners Investment Advisory, LLC$122.5M4812026-06-30
Blair William & Co/il$120.9M3292026-06-30
HSBC Holdings PLC$114.4M02026-06-30
Johnson Financial Group, Inc.$114.2M02026-06-30
Corient Private Wealth LP$110.9M6742026-06-30
Kestra Advisory Services, LLC$108.9M1,4792026-06-30
Newedge Advisors$104.9M6012026-06-30
Quantinno Capital Management LP$104.3M02026-06-30
Keybank National Association/oh$97.9M02026-06-30
Bakeravenue$96.9M352026-06-30
Ep Wealth Advisors, LLC$95.9M3382026-06-30
Cedar Mountain Advisors, LLC$95.8M62026-06-30
Aqr Capital Management LLC$94.7M12026-06-30
Sanctuary Advisors, LLC$91.4M4012026-06-30
Stephens Group Asset Management, LLC$91.1M32026-06-30
First Business Financial Services, Inc.$90.9M02026-06-30
Mission Wealth Management, LP$89.3M1382026-06-30
Orion Porfolio Solutions, LLC$88.2M1992026-06-30
Ameritas Advisory Services, LLC$88M5502026-06-30
Mesirow Financial Investment Management, Inc.$87.6M922026-06-30
Btg Pactual Asset Management US LLC$87.1M652026-06-30
Americana Partners, LLC$86.6M532026-06-30
Oppenheimer & Co. Inc.$81.7M1,1662026-06-30
Bridges Investment Management Inc$80.8M312026-06-30
Ellenbecker Investment Group$77.8M202026-06-30
Polen Capital Management LLC$76.2M72026-06-30
Bank of Nova Scotia$75.9M02026-06-30
Wilmington Savings Fund Society, Fsb$74.7M02026-06-30
Mv Capital Management, Inc.$74M82026-06-30
Metlife Investment Management, LLC$71.7M02026-06-30
Paulson Wealth Management Inc.$69.5M32026-06-30
Fsa Wealth Management LLC$68.5M02025-09-30
Savant Wealth Management$66.5M4052026-06-30
Victory Capital Management Inc.$66.2M1062026-06-30
Wealthspire Advisors, LLC$65.9M2372026-06-30
Pinnacle Financial Partners Inc$65.5M02025-09-30
Badgley Phelps Wealth Managers, LLC$62.9M282026-06-30
Equitable Holdings, Inc.$62.7M02026-06-30
Amg National Trust Bank$62.4M02026-06-30
Avidian Wealth Enterprises, LLC$61.8M432026-06-30
Cynosure Group, LLC$61.7M152026-06-30
Midwest Trust Co$61.1M02026-06-30
Bluesphere Advisors LLC$61.1M42026-06-30
Rodgers & Associates, Ltd$60.9M122026-06-30
Kestra Private Wealth Services, LLC$60.7M2062026-06-30
Baron Silver Stevens Financial Advisors, LLC$60.5M82026-06-30
Federation Des Caisses Desjardins Du Quebec$60.4M02026-06-30
Johnson Investment Counsel Inc$59.6M652026-06-30
Loomis Sayles & Co L P$59M02026-06-30
Marquette Wealth Management$58.8M22026-06-30
Ascent Wealth Partners, LLC$58.4M122026-06-30
Franklin Resources Inc$58.1M02026-06-30
Huntington National Bank$57.8M02026-06-30
Relyea Zuckerberg Hanson LLC$57.4M72026-06-30
Capstone Financial Advisors, Inc.$56.8M182026-06-30
Proathlete Wealth Management LLC$54.5M42026-06-30
Go Invest LLC$54M12026-06-30
Hb Wealth Management, LLC$53.8M1692026-06-30
Voya Investment Management LLC$53.5M02026-06-30
Nadler Financial Group, Inc.$53.4M162026-06-30
E & G Advisors, LLC$50.5M42026-06-30
Strategic Point Investment Advisors, LLC$49.7M62026-06-30
Rmr Wealth Builders, Inc.$49.4M542026-06-30
Cwm, LLC$49.3M6672026-03-31
Bokf, NA$48.2M02026-06-30
TD Private Client Wealth LLC$48.1M5352026-06-30
Beirne.$47.5M42026-06-30
United Capital Financial Advisors, LLC$47.1M1662026-06-30
Northrock Partners, LLC$47M912026-06-30
Truwealth Advisors, LLC$46.6M02026-03-31
Waterway Wealth Management, LLC$46.1M62026-06-30
Hirtle & Co., LLC$45.5M02026-06-30
Accredited Investors Inc.$45.2M32026-06-30
Avantax Planning Partners, Inc.$45M102026-06-30
Portfolio Strategies, Inc.$45M32026-06-30
Rtd Financial Advisors, Inc.$44.9M202026-06-30
Btc Capital Management, Inc.$44.6M02026-06-30
Rwa Wealth Partners, LLC$44.4M722026-06-30
Sanchez Wealth Management Group$43.6M32026-06-30
Concurrent Investment Advisors, LLC$43.2M3492026-06-30
Woodard & Co Asset Management Group Inc /adv$42.7M52026-06-30
Corundum Group, Inc.$42.4M62026-06-30
Newbrook Capital Advisors LP$42.2M02026-06-30
First Horizon Corp$42M02026-06-30
Callan Family Office, LLC$41M02026-06-30
Stonex Group Inc.$40.5M02026-06-30
Modern Wealth Management, LLC$39.9M1612026-06-30
Brighton Jones LLC$39.9M1592026-06-30
Two Sigma Investments, LP$39.9M02026-06-30
Allworth Financial, LP$39.3M3172026-06-30
B&D White Capital Company, LLC$38.8M62026-06-30
Ryan Investment Management, Inc.$38.4M32026-06-30
Jfs Wealth Advisors, LLC$38.3M332026-06-30
Ullmann Wealth Partners Group, LLC$37.9M82026-06-30
Claro Advisors Inc.$37.8M202026-06-30
Capital Advisors Wealth Management, LLC$37.7M62026-06-30
Vestgen Advisors, LLC$37.7M582026-06-30
Fulton Bank, N.A.$37.5M02026-06-30
Condor Capital Management$37.1M172026-06-30
Robertson Stephens Wealth Management, LLC$37.1M722026-06-30
Global Retirement Partners LLC$37.1M4912026-06-30
Simmons Bank$36.8M02026-06-30
Sheridan Capital Management, LLC$36.3M12026-06-30
Wellspring Financial Advisors, LLC$35.5M92026-06-30
Montecito Bank & Trust$35.5M02026-06-30
Scs Capital Management LLC$35.4M802026-06-30
Smith, Moore & Co.$35.4M452026-06-30
Wcg Wealth Advisors LLC$35.2M1302026-06-30
Xml Financial, LLC$34.9M282026-06-30
Fort Washington Investment Advisors Inc /oh$34.8M02026-06-30
Jasper Ridge Partners, LP$34.6M02026-06-30
Clearstead Trust, LLC$34.2M02026-06-30
Bnp Paribas Financial Markets$34.1M02026-06-30
Fifth Third Wealth Advisors LLC$34M662026-06-30
The Ascent Group, LLC$33.7M202026-06-30
Caliber Wealth Management, LLC / Ks$33.7M142026-06-30
Ashton Thomas Private Wealth, LLC$33.5M962026-06-30
Arkadios Wealth Advisors$33.5M2262026-06-30
Saiph Capital, LLC$33.5M22026-06-30
Itau Unibanco Holding S.A.$33.3M02026-06-30
Deutsche Bank AG$32.9M02026-06-30
Bryn Mawr Trust Advisors, LLC$32.9M552026-06-30
Affiance Financial, LLC$32.9M122026-06-30
First Citizens Bank & Trust Co$32.5M02026-06-30
Parkside Financial Bank & Trust$32.4M02026-03-31
Integrated Investment Consultants, LLC$32.3M102026-06-30
Bluespring Wealth Management, LLC$32M502026-06-30
Private Family Wealth Advisors$31.5M22026-06-30
Envestnet Portfolio Solutions, Inc.$31.5M32026-06-30
Black Swift Group, LLC$31.3M92026-06-30
Nwam LLC$30.6M622026-06-30
&partners$30.6M5552026-06-30
Aptus Capital Advisors, LLC$30.5M212026-06-30
Legacy Edge Advisors, LLC$30M182026-06-30
Jmac Enterprises LLC$29.7M32026-06-30
Berkshire Money Management, Inc.$29.4M102026-06-30
Evercore Wealth Management, LLC$28.6M02026-06-30
Arax Advisory Partners$28.5M2322026-06-30
Fifth Third Securities, Inc.$28.4M1,0142026-06-30
Summit Wealth Partners, LLC$28.1M122026-06-30
Country Club Bank$28M02025-09-30
Dt Investment Partners, LLC$28M82026-06-30
Ballentine Partners, LLC$28M902026-06-30
Capital Planning Advisors, LLC$27.9M02026-03-31
Bleakley Financial Group, LLC$27.7M1242026-06-30
Apella Capital, LLC$27.6M1042026-06-30
Boulder Wealth Advisors, LLC$27.6M22026-06-30
Visionary Wealth Advisors$27.2M462026-06-30
First National Bank of Omaha$27.1M02026-06-30
Atria Investments, Inc$26.6M62026-06-30
Vaughan & Co Securities, Inc.$26.4M22026-06-30
Kayne Anderson Rudnick Investment Management LLC$26.2M362026-06-30
Bison Wealth, LLC$26.2M612026-06-30
Pw Nova Financial Services LLC$26.1M62026-06-30
Ghp Investment Advisors Inc$26M272026-06-30
Larsen Wealth Management$26M32026-06-30
Accretive Wealth Partners, LLC$25.7M42026-06-30
Prime Capital Financial$25.7M2652026-06-30
Sylvest Advisors, LLC$25.7M72026-06-30
Cooksen Wealth, LLC$25.6M32026-06-30
Farther Finance Advisors, LLC$25.6M3342026-06-30
Atticus Wealth Management, LLC$25.4M82026-06-30
Fidelis Capital Partners, LLC$25.3M142026-06-30

The 250 largest of 2,621 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30