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 |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
49,002
shares
|
$9.01 Million
0.58% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
48,804
shares
|
$8.98 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
48,399
shares
|
$8.9 Million
2.43% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
47,800
shares
|
$8.79 Million
0.01% of portfolio
|
Q4 2024
Added 512.82%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
47,299
shares
|
$8.7 Million
0.84% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
47,150
shares
|
$8.67 Million
0.83% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
46,934
shares
|
$8.63 Million
0.0% of portfolio
|
Q3 2022
Added 3.83%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
46,835
shares
|
$8.62 Million
0.18% of portfolio
|
Q4 2024
Added 201.25%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
46,827
shares
|
$8.61 Million
0.28% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
46,697
shares
|
$8.59 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
46,605
shares
|
$8.57 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
46,304
shares
|
$8.52 Million
0.11% of portfolio
|
Q4 2022
Added 265.61%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
46,109
shares
|
$8.48 Million
0.59% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
46,029
shares
|
$8.47 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
45,741
shares
|
$8.41 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
45,511
shares
|
$8.37 Million
0.05% of portfolio
|
Q4 2024
Added 11.59%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
45,343
shares
|
$8.34 Million
0.26% of portfolio
|
Q3 2022
Reduced 18.04%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
44,704
shares
|
$8.22 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
44,648
shares
|
$8.21 Million
2.98% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
44,407
shares
|
$8.17 Million
0.79% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
43,866
shares
|
$8.07 Million
0.07% of portfolio
|
Q4 2024
Added 346.56%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
43,709
shares
|
$8.04 Million
0.96% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Pine Bridge Investments, L.P.
|
Feb 14, 2025 Q4 2024 |
43,681
shares
|
$8.04 Million
0.06% of portfolio
|
Q4 2024
Added 51.92%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
43,254
shares
|
$7.96 Million
3.05% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
43,163
shares
|
$7.94 Million
0.05% of portfolio
|
Q4 2024
New holding
|