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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
30,150
shares
|
$5.83 Million
0.15% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
30,064
shares
|
$5.81 Million
2.77% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
29,948
shares
|
$5.79 Million
0.15% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
29,930
shares
|
$5.78 Million
0.04% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
29,775
shares
|
$5.75 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
29,703
shares
|
$5.74 Million
0.23% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
29,678
shares
|
$5.73 Million
0.49% of portfolio
|
Q1 2024
Reduced 4.81%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
29,588
shares
|
$5.72 Million
0.01% of portfolio
|
Q3 2024
Added 10.31%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
29,575
shares
|
$5.71 Million
2.86% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
29,545
shares
|
$5.71 Million
4.29% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
29,524
shares
|
$5.7 Million
2.24% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
29,447
shares
|
$5.69 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
29,312
shares
|
$5.66 Million
0.48% of portfolio
|
Q3 2024
Added 36.23%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
29,234
shares
|
$5.65 Million
1.38% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
29,153
shares
|
$5.63 Million
2.73% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
29,093
shares
|
$5.62 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
28,931
shares
|
$5.59 Million
0.35% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
28,753
shares
|
$5.56 Million
0.04% of portfolio
|
Q3 2024
Reduced 22.9%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
28,656
shares
|
$5.54 Million
1.93% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
28,646
shares
|
$5.53 Million
0.01% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
28,552
shares
|
$5.52 Million
4.12% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
28,412
shares
|
$5.49 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
28,401
shares
|
$5.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.73%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
28,375
shares
|
$5.48 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
28,217
shares
|
$5.45 Million
0.68% of portfolio
|
Q4 2024
Added 0.0%
|