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 1,795 institutions that hold shares in the stock, with a total of 261 Million shares, which have been reported (via 13F filing form) to have a value of $50.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
34,373
shares
|
$6.64 Million
0.63% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
34,321
shares
|
$6.63 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
34,309
shares
|
$6.63 Million
0.15% of portfolio
|
Q4 2024
Added 37.96%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
34,305
shares
|
$6.63 Million
2.31% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
34,171
shares
|
$6.6 Million
0.96% of portfolio
|
Q4 2024
Added 60.65%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
33,981
shares
|
$6.57 Million
1.22% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
33,800
shares
|
$6.53 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
33,348
shares
|
$6.44 Million
0.12% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
33,306
shares
|
$6.44 Million
0.01% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
32,931
shares
|
$6.36 Million
0.15% of portfolio
|
Q2 2024
Reduced 60.34%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
32,917
shares
|
$6.36 Million
0.65% of portfolio
|
Q4 2024
Added 14.1%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
32,820
shares
|
$6.34 Million
4.56% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
32,302
shares
|
$6.24 Million
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
32,274
shares
|
$6.24 Million
0.01% of portfolio
|
Q3 2024
Added 106.38%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
32,059
shares
|
$6.19 Million
1.35% of portfolio
|
Q2 2022
Added 3.64%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
32,004
shares
|
$6.18 Million
2.79% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
31,713
shares
|
$6.13 Million
0.12% of portfolio
|
Q2 2024
Reduced 6.79%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31,603
shares
|
$6.11 Million
0.17% of portfolio
|
Q3 2024
Added 13.3%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
31,592
shares
|
$6.1 Million
1.4% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
31,444
shares
|
$6.08 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
31,429
shares
|
$6.07 Million
0.08% of portfolio
|
Q4 2024
Reduced 11.43%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
31,332
shares
|
$6.05 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.52%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
31,137
shares
|
$6.02 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
30,641
shares
|
$5.92 Million
0.17% of portfolio
|
Q4 2024
Added 15.24%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
30,561
shares
|
$5.9 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.41%
|