Institutional Ownership Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD). We have compiled data on the 1,772 institutions that hold shares in the stock, with a total of 257 Million shares, which have been reported (via 13F filing form) to have a value of $50.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
49,361,800
shares
|
$9.55 Billion
0.79% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
31,880,065
shares
|
$6.17 Billion
0.45% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
15,226,451
shares
|
$2.95 Billion
0.48% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
9,338,765
shares
|
$1.81 Billion
3.64% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
8,580,333
shares
|
$1.66 Billion
0.13% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,872,118
shares
|
$1.33 Billion
0.29% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
6,477,112
shares
|
$1.25 Billion
0.41% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
6,176,661
shares
|
$1.2 Billion
1.2% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,038,517
shares
|
$975 Million
4.91% of portfolio
|
Q2 2023
Reduced 95.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,600,718
shares
|
$890 Million
0.2% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
4,439,383
shares
|
$859 Million
1.68% of portfolio
|
Q3 2024
Added 18.46%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,918,335
shares
|
$758 Million
0.12% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,666,344
shares
|
$710 Million
0.43% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
3,547,779
shares
|
$687 Million
2.24% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
3,293,977
shares
|
$638 Million
0.29% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
3,247,266
shares
|
$628 Million
0.4% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
2,848,914
shares
|
$551 Million
6.31% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
2,717,576
shares
|
$526 Million
14.72% of portfolio
|
Q3 2024
Added 11.19%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
2,501,354
shares
|
$484 Million
0.74% of portfolio
|
Q4 2024
Added 13.59%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,449,657
shares
|
$474 Million
0.01% of portfolio
|
Q2 2024
Added 7.58%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
2,357,188
shares
|
$456 Million
6.52% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
2,052,806
shares
|
$397 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,993,105
shares
|
$386 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,947,425
shares
|
$377 Million
0.4% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
1,941,256
shares
|
$376 Million
0.53% of portfolio
|
Q3 2024
Added 46.95%
|