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 1,882 institutions that hold shares in the stock, with a total of 284 Million shares, which have been reported (via 13F filing form) to have a value of $52.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
58,746
shares
|
$10.8 Million
6.13% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
57,768
shares
|
$10.6 Million
7.28% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
57,144
shares
|
$10.5 Million
0.18% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
57,059
shares
|
$10.5 Million
0.49% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
57,032
shares
|
$10.5 Million
0.01% of portfolio
|
Q4 2024
Added 1279.58%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
56,923
shares
|
$10.5 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
56,664
shares
|
$10.4 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
56,500
shares
|
$10.4 Million
0.06% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
56,487
shares
|
$10.4 Million
0.17% of portfolio
|
Q4 2022
Reduced 12.91%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
56,427
shares
|
$10.4 Million
4.34% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
56,271
shares
|
$10.4 Million
1.02% of portfolio
|
Q4 2024
Added 16.35%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
56,138
shares
|
$10.3 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
56,104
shares
|
$10.3 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
55,631
shares
|
$10.2 Million
1.37% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
55,204
shares
|
$10.2 Million
0.36% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
53,940
shares
|
$9.92 Million
0.49% of portfolio
|
Q4 2024
Reduced 65.17%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
53,637
shares
|
$9.87 Million
0.35% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
52,952
shares
|
$9.74 Million
0.57% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
52,854
shares
|
$9.72 Million
0.67% of portfolio
|
Q3 2023
Reduced 1.7%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
51,748
shares
|
$9.52 Million
3.69% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
51,504
shares
|
$9.48 Million
0.12% of portfolio
|
Q4 2024
Added 18.73%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
50,951
shares
|
$9.37 Million
0.09% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
50,441
shares
|
$9.28 Million
0.12% of portfolio
|
Q3 2023
Reduced 5.1%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
49,796
shares
|
$9.16 Million
0.02% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
49,442
shares
|
$9.1 Million
1.6% of portfolio
|
Q4 2024
Reduced 0.54%
|