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iShares Russell 1000 Growth ETF - IWF

iShares Russell 1000 Growth ETF - IWF

Profile

Data Providers

Quote

  • nav ($)
    156.28
  • nav change
    2.26 / 1.4%
(As of Tuesday June 25, 2019)

Overview

  • distribution channel

    Institutional

  • ticker

    IWF

  • category

    Large-Cap Growth Funds

  • management type

    Index

  • total assets

    $41.85B

Read description

Fund Scorecard

assets
$42B
Great
flows
$732M
Poor
fees
0.20%
Lowest
turnover
13%
Lowest
performance
10.41%
Average
manager tenure
7.0
Average

Advisors Using This Fund

Holders

ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary

holder

Parametric Portfolio Associates Llc

Benjamin F. Edwards & Company, Inc.
Smith & Howard Wealth Management, Llc
Raymond James & Associates
Mariner Wealth Advisors, Llc
Sequoia Financial Advisors, Llc

Smithfield Trust Co

Klingenstein Fields & Co Llc

Fiduciary Trust Co

Bradley Foster & Sargent Inc/ct
Boys Arnold & Co Inc
Ancora Advisors, Llc

Ameriprise Financial Inc

Covington Capital Management

Tactical Allocation Group Llc
Janus Capital Management Llc
Partnervest Advisory Services Llc
Commonwealth Equity Services, Inc

Cetera Investment Advisers

Cribstone Capital Management, Llc

Alexandria Capital, Llc
Cls Investments, Llc
Ballentine Partners, Llc
Osborne Partners Capital Management, Llc
Palladium Partners Llc
First Foundation Advisors
Mather Group, Inc.
Johnson Investment Counsel Inc
Main Management Llc
Granite Investment Partners, Llc
Intersect Capital Llc
Fort Washington Investment Advisors Inc /oh/
Raymond James Trust N.a.
Starfire Investment Advisers, Inc.
Pure Financial Advisors, Inc.
Meridian Management Co

Bryn Mawr Trust Co

Cullen/frost Bankers, Inc.

Gfs Advisors, Llc
Oakmont Partners Llc
Hoxton Financial, Inc.

Whittier Trust Co Of Nevada Inc

Mycio Wealth Partners, Llc

Diversified Trust Co

Lipe & Dalton
Kcm Investment Advisors Llc

Rockland Trust Co

Colorado Capital Management, Inc.

Goldstein Munger & Associates
Lincoln National Corp
Focused Wealth Management, Inc
Optimum Investment Advisors
Diversified Portfolios, Inc.

Royal Bank Of Canada

Fiera Capital Corp

Freestone Capital Holdings, Llc

Marquette Asset Management Inc.
Thrivent Financial For Lutherans
Waldron, Lp
One Capital Management, Llc
Checchi Capital Advisers, Llc

Kcg Holdings, Inc.

Waverton Investment Management Ltd
Pinnacle Summer Investments, Inc.
Jennison Associates Llc
Burt Wealth Advisors
Warren Averett Asset Management, Llc
Jmg Financial Group, Ltd.
Paragon Capital Management Llc
Capital Planning Advisors, Llc
Quadrant Capital Management, Llc

Pinnacle Financial Partners Inc

Enterprise Financial Services Corp

Harfst & Associates, Inc.
Stifel Financial Corp
Balasa Dinverno & Foltz Llc
Mcf Advisors Llc

Westfield Capital Management Co Lp

Oarsman Capital, Inc.
Crestwood Advisors Llc
Eaton Vance Management
Veritable, L.p.
Bbr Partners, Llc
Logan Capital Management Inc
Brown Advisory Inc
Athena Capital Advisors Llc
Round Table Services, Llc

Perkins Coie Trust Co

Oakwood Capital Management Llc/ca
Shine Investment Advisory Services Inc

Intrust Bank Na

Rand Wealth, Llc
Blair William & Co/il
Sanctuary Wealth Advisors, Llc
Fcg Advisors, Llc

Brightworth

Peoples Bank National Association

Whittier Trust Co

Teachers Advisors Inc
Dsm Capital Partners Llc
Baring Asset Management Ltd
Newfocus Financial Group, Llc
Bruderman Asset Management, Llc

Private Bank & Trust Co

Wolverine Asset Management Llc
Parasol Investment Management, Llc
Beacon Capital Management, Inc.
Sei Investments Co
Deane Retirement Strategies, Inc.
Ifc Holdings Incorporated/fl
Horizon Investments, Llc
Stonehearth Capital Management, Llc

First Business Financial Services, Inc.

Howland Capital Management Llc

Cornerstone Advisory, Llp

Stephens Inc /ar/
Sii Investments Inc/wi
Visionary Asset Management, Inc.
Td Capital Management Llc

Ausdal Financial Partners, Inc.

Johanson Financial Advisors, Inc.

Castleark Management Llc

Dow Chemical Co /de/

Tortoise Investment Management, Llc
Huntington Steele Llc
Tci Wealth Advisors, Inc.
Caprock Group, Inc.
Quadrant Capital Group Llc
Hanlon Investment Management, Inc.
Amerivest Investment Management Llc
United Capital Financial Advisers, Llc
Ntv Asset Management Llc
Exencial Wealth Advisors, Llc
Winslow Capital Management, Llc
Fmr Llc
Cordasco Financial Network
Balentine Llc
Atlanta Capital Group
Fbl Investment Management Services Inc/ia

Financial Strategy Network, Llc

Prudential Financial Inc
Renaissance Investment Group Llc
Victory Capital Management Inc

Evercore Wealth Management, Llc

Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma

Northern Oak Wealth Management Inc

Ashfield Capital Partners, Llc

Hochman Cole Investment Advisors, Inc.

Insight 2811, Inc.

Investment Partners Ltd /oh/ /adv
Curian Capital Llc
Hudock Moyer Wealth Resources, Llc
Lbj Family Wealth Advisors, Ltd.

Klingman & Associates, Llc

Washington Trust Co

Outfitter Advisors, Ltd.
Ronald Blue & Co Llc

Johnson Financial Group, Inc.

Blackrock Investment Management, Llc
Voya Investment Management Llc
First Allied Advisory Services, Inc.

People's United Financial, Inc.

Ghp Investment Advisors, Inc.
Bridges Investment Management Inc
Churchill Management Corp

High Falls Advisors, Inc

Raab & Moskowitz Asset Management Llc

Country Trust Bank

Haverford Trust Co

Aurora Investment Management L.l.c.
Advisors Capital Management, Llc

Umb Bank N A/mo

Ken Stern & Associates, Inc.

Segall Bryant & Hamill, Llc

Wms Partners, Llc
Emerson Investment Management, Llc
Buckingham Asset Management, Llc
Lpl Financial Llc
Financial Architects, Inc

Fulton Bank, N.a.

Gratus Capital Llc

Orrstown Financial Services Inc

Becker Capital Management Inc

Pennsylvania Trust Co

Us Financial Advisors, Llc

St. Louis Trust Co

Opus Capital Group, Llc
Pacific Financial Group Inc
Aspiriant, Llc

Kalos Management, Inc.

Forte Capital Llc /adv
Bridges Investment Counsel Inc/
Tarbox Group, Inc.
Cypress Wealth Advisors Llc
Gradient Investments Llc

Bnp Paribas Arbitrage, Sa

Staley Capital Advisers Inc
Gv Financial Advisors
Fisher Asset Management, Llc
Hilton Capital Management, Llc
Calamos Wealth Management Llc

First Financial Corp /in/

Alliancebernstein L.p.

Edmond De Rothschild (Suisse) S.a.

Comerica Bank

Carret Asset Management, Llc
Wilbanks Smith & Thomas Asset Management Llc
Girard Partners Ltd.
Sterling Capital Management Llc
Mairs & Power Inc
Kanawha Capital Management Llc

Community Bank, N.a.

William Blair Investment Management, Llc
Riverbridge Partners Llc

Compagnie Lombard, Odier Sca

Iberiabank Corp
Jasper Ridge Partners, L.p.
Syntal Capital Partners, Llc

Montecito Bank & Trust

Monroe Bank & Trust/mi

Linscomb & Williams, Inc.
Goldman Sachs Group Inc
Fundx Investment Group, Llc
Spears Abacus Advisors Llc
Northstar Investment Advisors Llc
Indexiq Advisors Llc
Northstar Group, Inc.
Rinet Co Llc

First Interstate Bank

Principal Financial Group Inc

Next Financial Group, Inc
Rehmann Capital Advisory Group
Kings Point Capital Management
Advisors Preferred, Llc

Mufg Americas Holdings Corp

Private Advisor Group, Llc
Riverpoint Capital Management, Llc

Ubs Group Ag

Bkd Wealth Advisors, Llc
Autus Asset Management, Llc
Capital Directions Investment Advisors, Llc
Oak Ridge Investments Llc
Winslow, Evans & Crocker, Inc.

Bokf, Na

Bank Of America Corp /de/

Vista Capital Partners, Inc.
Founders Financial Securities Llc
Montag & Caldwell, Llc
Brinker Capital Inc

Northwestern Mutual Wealth Management Co

Darrell & King Llc

Hbk Sorce Advisory Llc
Blackrock Inc.
Lourd Capital, Llc

Sandy Spring Bank

Grimes & Company, Inc.
Regal Investment Advisors Llc

First United Bank Trust/

Hilltop Holdings Inc.

Franklin Resources Inc

Metlife Securities, Inc
Fred Alger Management Inc
North Star Investment Management Corp.
Fdx Advisors, Inc.
Twele Capital Management, Inc.
Greatmark Investment Partners, Inc.

Hl Financial Services Llc

Federated Investors Inc /pa/

Mission Wealth Management, Llc

Jones Financial Companies Lllp

Ls Investment Advisors, Llc

Security National Trust Co

Vision Capital Management, Inc.
Ami Asset Management Corp
Front Barnett Associates Llc

Regions Financial Corp

Badgley Phelps & Bell Inc
Bingham Osborn & Scarborough Llc
Colony Group Llc

Bank Of New York Mellon Corp

Howe & Rusling Inc

Polen Capital Management Llc

Moody Lynn & Lieberson, Inc.
Mv Capital Management, Inc.
Cobiz Investment Management, Llc

Citizens Financial Group Inc/ri

Sunbelt Securities, Inc.

Madison Investment Holdings Inc
Renaissance Group Llc
Stanley-Laman Group, Ltd.
Mml Investors Services, Llc
Cetera Advisor Networks Llc
Investment Centers Of America Inc

Atlanta Capital Management Co L L C

Babson Capital Management Llc

Tower Square Investment Management, Llc

Lau Associates Llc
Blue Bell Private Wealth Management, Llc

Peapack Gladstone Financial Corp

Amalgamated Bank

Berkshire Asset Management Llc/pa

Hsbc Holdings Plc

Atria Investments Llc
Goelzer Investment Management, Inc.
Wedbush Morgan Securities Inc

Ubs Global Asset Management Americas Inc

First National Bank Of Omaha
Sage Financial Group Inc

Alpha Omega Wealth Management Llc

Gerstein Fisher
Zacks Investment Management

Bremer Trust National Association

Voya Financial Advisors, Inc.

Country Club Trust Company, N.a.

Cambridge Investment Research Advisors, Inc.
Solaris Asset Management Llc
Baker Ellis Asset Management Llc
Manchester Capital Management Llc
First Republic Investment Management, Inc.
Strategic Financial Services, Inc,
Capital Analysts, Inc.

Edmond De Rothschild Holding S.a.

Archford Capital Strategies, Llc
Hightower Advisors, Llc

Tnb Financial

Chevy Chase Trust Holdings, Inc.
Wealthtrust-Arizona, Llc
Eqis Capital Management, Inc.
Aureus Asset Management, Llc
M Holdings Securities, Inc.
Axa
Denver Investment Advisors Llc
Patten Group, Inc.

Fifth Third Bancorp

Sawtooth Asset Management, Inc.
American Investment Services, Inc.
Morgan Dempsey Capital Management Llc
Choate Investment Advisors

Tiaa Cref Trust Co Fsb/mo

Capula Management Ltd

Raymond James Financial Services Advisors, Inc.
E&g Advisors, Lp
Conning Inc.

Retirement Planning Group

Citigroup Inc
Wetherby Asset Management Inc
Hirtle Callaghan & Co Llc
Thompson Siegel & Walmsley Llc

Schneider Downs Wealth Management Advisors, Lp

Sequent Asset Management, Llc

Coastline Trust Co

Valentine Capital Asset Management, Inc.

Jacobus Wealth Management, Inc.

American Century Companies Inc
Telemus Capital, Llc
Investors Capital Advisory Services
Beach Investment Counsel Inc/pa

Sageworth Trust Co

Sand Hill Global Advisors, Llc

First National Trust Co

New England Professional Planning Group Inc.

American International Group Inc

Reilly Financial Advisors, Llc
Geneva Advisors, Llc

Bank Hapoalim Bm

Weatherly Asset Management L. P.
Sol Capital Management Co
Donaldson Capital Management, Llc
Winfield Associates, Inc.
Bridgewater Wealth & Financial Management, Llc
Northern Trust Corp
Jnba Financial Advisors
Reynders Mcveigh Capital Management, Llc

Ladenburg Thalmann Financial Services Inc

Beck Capital Management, Llc
Bragg Financial Advisors, Inc

Cleary Gull Holdings Inc.

Morgan Stanley
Highland Capital Management, Llc
Plante Moran Financial Advisors, Llc

Ledyard National Bank

Smith, Moore & Co.
Sonata Capital Group Inc
West Coast Financial Llc

Sg Americas Securities, Llc

Farr Miller & Washington Llc/dc
Capital Advisors, Ltd. Llc

Mandatum Life Insurance Co Ltd

Two Sigma Advisers, Llc
Ameritas Investment Partners, Inc.
Annex Advisory Services, Llc
Financial Advisory Service, Inc.
Sustainable Growth Advisers, Lp
Glassman Wealth Services
Qci Asset Management Inc/ny
Summit Capital Management Llc

Bessemer Group Inc

Deroy & Devereaux Private Investment Counsel Inc
Alesco Advisors Llc

Rnc Capital Management Llc

Nuveen Asset Management, Llc

Amg National Trust Bank

Hollencrest Securities Llc

Pnc Financial Services Group, Inc.

Roble, Belko & Company, Inc

South State Corp

Murphy Pohlad Asset Management Llc
Coldstream Capital Management Inc
Relative Value Partners Group, Llc
National Asset Management, Inc.
Brighton Jones Llc
Meritage Portfolio Management
Us Bancorp \de\
Puplava Financial Services, Inc.
Drexel Morgan & Co.
Columbus Circle Investors

Dorsey & Whitney Trust Co Llc

Brown Brothers Harriman & Co
Arcadia Investment Management Corp/mi
Barton Investment Management
Texan Capital Management
Park Avenue Securities Llc
Asset Management Group, Inc.
Truepoint, Inc.
Tocqueville Asset Management L.p.

Stairway Partners, Llc

Joel Isaacson & Co., Llc

Coconut Grove Bank

Harvest Capital Management Inc
Pinebridge Investments, L.p.

Bbva Compass Bancshares, Inc

Tradewinds Capital Management, Llc

Allegis Investment Advisors, Llc

Boston Advisors Llc
1st Global Advisors, Inc.
Mcnamara Financial Services, Inc.
Ftb Advisors, Inc.
Oppenheimer & Co Inc
Pinnacle Associates Ltd

Threshold Group Llc

Payden & Rygel

Oakworth Capital, Inc.

Evanson Asset Management, Llc
Nottingham Advisors, Inc.
Jfs Wealth Advisors, Llc
Armbruster Capital Management, Inc.
Krasney Financial Llc
Cornerstone Advisors, Inc.
Tiaa Cref Investment Management Llc
Cliftonlarsonallen Wealth Advisors, Llc

Huntington National Bank

Valley National Advisers Inc

Keybank National Association/oh

Stearns Financial Services Group
Acropolis Investment Management, Llc

Atlantic Trust Group, Llc

Allen Investment Management Llc
Captrust Financial Advisors
Assetmark, Inc
Wfg Advisors, Lp

Tompkins Financial Corp

Great Lakes Advisors Llc
Sigma Investment Counselors Inc
Brookmont Capital Management
Congress Asset Management Co /ma

Genovese Burford & Brothers Wealth & Retirement Plan Management, Llc

Cypress Capital Group
Accredited Investors Inc.
Narwhal Capital Management
Edge Wealth Management Llc
Liberty Capital Management, Inc.

Associated Banc-Corp

Alps Advisors Inc

First City Capital Management, Inc.

Central Trust & Investment Co

Stillwater Capital Advisors, Llc
Lifeplan Financial Group, Inc
Cambridge Advisors Inc.
Advisory Services Network, Llc
Sigma Planning Corp
Busey Trust Co
Hm Capital Management, Llc
Pbwm Holdings, Llc
Berkshire Money Management, Inc.

City Holding Co

French Wolf & Farr, Inc.

Parkside Financial Bank & Trust

Interocean Capital, Llc
Strategic Point Investment Advisors, Llc

Suntrust Banks Inc

First Western Capital Management Co
Clearbridge Investments, Llc
Ep Wealth Advisors, Inc.
Mai Capital Management
Braun Stacey Associates Inc

Commerce Bank

Neuberger Berman Group Llc
Atlas Brown,inc.

Bronfman E.l. Rothschild, L.p.

Cambridge Trust Co

Stratos Wealth Partners, Ltd.
Norris Perne & French Llp/mi

First Midwest Bank Trust Division

Sentinel Asset Management, Inc.
Rhumbline Advisers

M&t Bank Corp

National Planning Corp
Integrated Wealth Management
Comerica Securities Inc
Arbor Investment Advisors, Llc
Hourglass Capital, Llc
Confluence Wealth Management Llc
Transamerica Financial Advisors, Inc.
Burns J W & Co Inc/ny
Whitnell & Co.
Monetary Management Group Inc
Millennium Management Llc

Zions Bancorporation

Paradigm Financial Advisors, Llc
Concert Wealth Management Inc.
Dana Investment Advisors, Inc.
Northrock Partners, Llc

Macquarie Group Ltd

Davis R M Inc
Janney Montgomery Scott Llc
1st Source Bank
Budros, Ruhlin & Roe, Inc.

Timber Hill Llc

Barometer Capital Management Inc.
Sands Capital Management, Llc
Sonora Investment Management, Llc
Vantage Investment Advisors, Llc
St. Johns Investment Management Company, Llc
Wellington Management Co Llp
Hays Advisory Llc
Brown Advisory Securities, Llc
Weyland Capital Management, Llc
Alerus Investment Advisors Corp

Asset Dedication, Llc

Moneta Group Investment Advisors Llc

Credit Suisse Ag/

Segment Wealth Management, Llc

First Citizens Bank & Trust Co

Wells Fargo & Company/mn
Donald L. Hagan, Llc
Cetera Advisors Llc
New England Private Wealth Advisors Llc
Spectrum Management Group, Inc.
Cahill Financial Advisors Inc

Firstmerit Bank N A Trustee

Pitcairn Co

Foster Dykema Cabot & Co Inc/ma

Compass Financial Group, Inc.

Gillespie Robinson & Grimm Inc
Ngam Advisors, L.p.
Edgemoor Investment Advisors, Inc.
Salient Capital Advisors, Llc
Sheets Smith Wealth Management Inc

Financial Counselors Inc

Chicago Partners Investment Group Llc

Kernodle & Katon Asset Management Group, Llc

Delta Asset Management Llc/tn

Alliance Wealth Management Group

Polaris Wealth Advisers, Llc

Clarius Group, Llc

Capital Investment Advisors, Llc
Carroll Financial Associates, Inc.
Gofen & Glossberg Llc /il/

Nicolet Bankshares Inc

Massmutual Trust Co Fsb/adv

Jackson Wealth Management, Llc
Mckinley Carter Wealth Services, Inc.
Hanson & Doremus Investment Management
Baird Financial Group, Inc.
Nwam Llc
Meeder Asset Management Inc
Essex Financial Services, Inc.
Lba Wealth Management, Llc

Capital City Trust Co/fl

Welch & Forbes Llc
Etrade Capital Management Llc
Capstone Financial Advisors, Inc.
Navellier & Associates Inc
Signaturefd, Llc
Wrapmanager Inc

Edgewood Management Llc

Trust Department Mb Financial Bank N A

Synovus Financial Corp

Private Ocean, Llc
Ithaka Group Llc

Metropolitan Life Insurance Co/ny

Bb&t Corp
Provise Management Group, Llc

Ifp Advisors, Inc

Silvercrest Asset Management Group Llc
Bainco International Investors
Eisneramper Wealth Management Corporate Benefits, Llc
Peddock Capital Advisors, Llc

Old National Bancorp /in/

Kayne Anderson Rudnick Investment Management Llc

Dubuque Bank & Trust Co

Trust Co Of Vermont

Davidson D A & Co
Cwm, Llc
D. Scott Neal, Inc.
Karp Capital Management Corp

Jane Street Group, Llc

Courier Capital Corp
Northeast Financial Consultants Inc

First National Bank Sioux Falls

Train Babcock Advisors Llc

Old Second National Bank Of Aurora

Homrich & Berg
Kistler-Tiffany Companies, Llc
Jpmorgan Chase & Co
Paragon Capital Management Ltd
Carnegie Capital Asset Management, Llc
Middleton & Co Inc/ma
Stratford Consulting, Llc
First Personal Financial Services

Blackrock Institutional Trust Company, N.a.

Mckinley Capital Management Llc /delaware
Moors & Cabot, Inc.

Finemark National Bank & Trust

Bb&t Securities, Llc
Hallmark Capital Management Inc
Qs Investors, Llc
Maryland Capital Management

Farmers & Merchants Investments Inc

American Independence Financial Services Llc
Mar Vista Investment Partners Llc

Barclays Plc

Putnam Fl Investment Management Co
Summit Financial Strategies, Inc.
Cranbrook Wealth Management, Llc
Wealth Architects, Llc
Argentus Capital Management, Llc
Prospera Financial Services Inc
Chesley Taft & Associates Llc/il
Garde Capital, Inc.
Gupta Wealth Management Llc
Creative Planning
Wade G W & Inc
Confluence Investment Management Llc
Concannon Wealth Management, Llc
Dowling & Yahnke Llc
Savant Capital, Llc

Integrated Investment Consultants, Llc

Envestnet Asset Management Inc
Bartlett & Co. Llc
    Filing period ending Dec. 31, 2015

    Assets

    Net Assets

    Total Net Assets

    $41.85B

    (Through May 2019)
    There is no Assets data available to display at this time.

    Flows

    Net Flows

    1 Year Net Flows

    $732.24M

    (Through Feb 2017)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

    Fees

    Fee Comparison

    expense ratio

    0.20%

    Lowest
    There is no Fee data available to display at this time.

    Turnover

    turnover

    13%

    Lowest
    There is no Turnover data available to display at this time.

    Performance

    Growth of 10k

    1 Year Return

    10.41%

    There is no Performance data available to display at this time.
    Peer Group consists of 664 Large-Cap Growth Funds funds distributed through Institutional channels.

    Risk

    Standard Deviation ¹ 3.71
    Sharpe Ratio ² 1.05
    R-Squared ³ 0.94
    Beta ³ 1.08
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    YTD
    1y
    3y
    5y
    [rank] out of [[total]]
    Large-Cap Growth Funds

    [[percentile|ordinalNumber]]

    percentile

    N/A

    There is no Rank in Category data available to display at this time

    Managers

    Current Fund Managers

    • Greg Savage

      01-01-2008 - present
    • Diane Hsiung

      01-01-2008 - present
    • Jennifer Hsui

      01-01-2012 - present
    • Matthew Goff

      01-01-2013 - present